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Custom Salesforce Setup & Implementation
Salesforce Build from Scratch
Start your Salesforce journey with a fully customized, scalable CRM ecosystem built from the ground up—tailored for your unique business needs.
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Our Customers
With 200+ projects delivered for 180+ clients across 12+ industries, we’ve been trusted by businesses that value quality, innovation, and results. Work with a team that’s chosen by those who don’t settle for less.
From Architecture to Automation
Salesforce Setup from Scratch
As a Salesforce Consulting and Implementation Partner, at Melonleaf Consulting we help with the design, development, and full launch of your Salesforce CRM from the ground up. Our Salesforce setup from scratch services allow us to transform out-of-date systems into a single unified cloud-based CRM system, customized per your specific workflows, industry, and long-term plans.
Whether you are a first-time startup implementing Salesforce or a large-scale business looking for a custom architecture that breaks free from legacy constraints, we provide end-to-end implementation from requirements analysis through go-live and support.
Why Build Salesforce from Scratch?
Salesforce is powerful, but only if it’s set up to match the way your business works. Many companies rush into implementation or settle for generic templates and end up with a cluttered, confusing system. If you're looking for a setup that doesn’t require constant patching or workarounds, starting fresh is often the best route. That’s where we come in; building from scratch gives you:
A clean, scalable Salesforce org built around your specific business model.
Custom workflows, automation, and reports that support how your team works.
A system that avoids technical debt from day one.
Better user adoption and long-term ROI.
Scale Your Business Faster with
Our Full Suite of Salesforce Setup & Implementation Services
Solutions Architecture & Designing
We define the overall architecture of your Salesforce environment. This includes data modeling, object relationships, security model, automation strategy, and which clouds to use. We make sure that the designed platform is scalable, compliant, and aligned with your vision.
New Org Setup and Configuration
We built out a clean Salesforce org, which is tailored to your business requirements and essentials. From company settings to user profiles and from sandbox setup to role hierarchies, we put in the structure that will secure and support your custom solution.
Custom Data Model Development
We create custom objects, fields, record types, and validation rules that fit your business logic and operational workflows. We thus ensure your CRM structure is a proper platform for accurate data capture, segmentation, and reporting.
UI & UX Customization
Using the Lightning App Builder and applying best practices in UI design, we create layouts, Lightning apps, and dashboards that are centered around your end user. We also see to it that these interfaces perform at their best in terms of usability, performance and functionality.
Workflow Setup & Process Automation
We put in place intelligent automation via the use of Salesforce Flow, Approval Processes, and Apex triggers to improve processes like lead qualification, case handling, and document approval, which in turn reduces manual work and increases productivity.
Integration with External Systems
We integrate your existing platforms, which may include ERP, marketing automation tools, payment gateways, and health care systems, with Salesforce. We do this via REST/SOAP APIs, or we use integration platforms like MuleSoft, Boomi, and Zapier for smooth data exchange.
Benefits of Salesforce Setup from Scratch
Advantages of a Ground-Up Salesforce Setup
Real Business Value Starts with the Right Setup
Personalized per Your Business
Fully customized Salesforce CRM per your operations, departments, and business objectives.
No Legacy Limitations
Start cleaning with no inherited settings or out-of-date operational workflows.
Scalable Architecture
Built for the growth of your business, we add clouds, apps, or automation as you need.
Enhanced User Adoption
Personalized dashboards and in-depth onboarding to increase productivity and CRM interaction.
Improved & Higher ROI
Avoid performance issues that come from using generic or improperly configured solutions.
Better Compliance & Data Governance
Secure from the ground up and in compliance with industry standards.
Why choose Melonleaf?
At Melonleaf we go beyond implementation of Salesforce; we create intelligent, forward-thinking ecosystems that help you connect your people, processes, and customers better.
Certified in all aspects of Salesforce across clouds, Apex, LWC, DevOps, and integration.
Agile delivery of proven methodologies for enterprise-grade execution.
Transparent communication and milestone-based execution
Global approach for cost efficiency and time zone alignment.
Long-term support and Salesforce Managed Services post go-live.
Our 6-Step Build-from-Scratch Process
At Melonleaf Consulting we have put together a 6-step process, which we use to develop a fully customized and scalable Salesforce for you.
Requirement Gathering & Discovery Call
We begin by discussing your business goals, pain points, and present workflows. Our team does in-depth requirements gathering through stakeholder meetings and process mapping. This gives us a clear foundation to design a Salesforce solution that meets your organization’s needs and industry standards.
01
Solution & Architectural Design
Based on what we have found out, we put together a custom solution architecture. This includes the design of data models, automation processes, role structures, and the choice of which Salesforce Clouds to use. We are focused on building out a scalable, secure and user-centered system that also integrates smoothly into your business.
02
New Org Setup & Configuration
We set up a new Salesforce org, which mirrors your business operations and workflow. This includes creating user roles, profiles, permissions, record types, page layouts, and standard and custom objects. Also, we put in the base settings of security policies and sandbox environments.
03
Salesforce Development & Integration
Our development team creates custom logic and interfaces with Apex, Flows, and Lightning Web Components (LWC). Also, we integrate Salesforce with your external systems like ERPs, EHRs, and finance or marketing tools via APIs or middleware for a connected ecosystem.
04
Testing & Quality Assurance
We take care of full data migration from legacy systems which includes cleaning, mapping, and validation. We do extensive unit testing, integration and user acceptance to make sure of system accuracy, performance and compliance before going live.
05
Launch & Support
We provide for our clients’ training needs and admin enablement, and we go in depth with our documentation to see that the transition goes very smoothly. Once the system is live, we also support your team with monitoring issues, resolution, and post-launch improvements, which in turn keeps your Salesforce org at peak performance.
06
Ready to build out a robust and scalable Salesforce CRM environment from scratch?
Connect with your reliable Salesforce Gold Partner and discuss the possibilities.
Who We Work With
Our build-from-scratch services are ideal for businesses that want a clean start with Salesforce. We’ve worked across a wide range of industries:
Healthcare and Life Sciences
HIPAA enabled patient journeys and provider workflows.
Banking & Financial Services
Secure our customers’ 360° and wealth management.
Manufacturing and Automobile
Dealer management, service automation, and forecasting.
Retail and eCommerce
Multi-channel commerce and customer service.
Real Estate and Construction
Project pipeline, investor relations, and site tracking.
Nonprofit
NGOs, grant management, and outreach automation.
What Do Our Customers Say?
Melonleaf successfully built automation to generating custom product quotes. Despite the tight timeline, they completed the project earlier than expected and within the budget. The team also showed responsiveness, availability, professionalism, and dedication to learning the requests.
Manager | OPS Alliance LLC
United States
Melonleaf Consulting's Salesforce solution has resulted in a streamlined workflow process and more efficient tracking of organizational goals and KPIs. Supportive and communicative, the team conducts daily meetings to finalize details. They provide significant results on time and within the budget.
Head of Growth, Peak Performances
United States
The transition from the old system to the new was a complete success. Melonleaf Consulting was able to implement automation features that improved our organization's sales process. We were highly impressed with the team's communication skills and efficient delivery.
Sales Operations Manager, Select Funding
United States
Thanks to Melonleaf Consulting's work, we had a successful rollout with no post-production launch adjustments required. The team communicated constantly and provided proper and well-explained documentation. Their ability to ramp up available production hours as necessary was very impressive.
Salesforce Business Analyst, Arrow Electronics
United States
With the help of Melonleaf Consulting, our portal was more convenient and efficient for physicians to access and send prescriptions. The team provided accessible communication and held regular meetings for project deadlines. Above all, they satisfied and met the expectations.
Business Director, MenMD
United States
Melonleaf Consulting's efforts have considerably enhanced the business workflow and time management, avoiding tedious manual tasks. We greatly appreciates the team's responsiveness, confidence, and willingness to find workarounds to any challenge, delivering satisfactory results.
Founder & CEO, 11th St. Capital
United States
Melonleaf Consulting helped increase order volume and improved the subscription model and user flow. The team's flexibility reflected a quick turnaround. They showed proven custom development skills throughout, resonating with the client's mission and vision.
CEO, Centrally Human
United States
Melonleaf Consulting perfectly executed the created designs, which met our needs. Their high level of responsiveness and understanding established a seamless workflow and delivered accurate results. Moreover, the team’s expertise improved our company’s business beyond expectations.
CEO, Left Coast Leaders
United States
FAQs
- How much time does a Salesforce setup & implementation take?
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It totally depends on the level of complexity, number of users, and integration scope for your business. But mostly a project takes likely from 8 to 16 weeks, almost.
- Do you guys also provide Salesforce Integration Services to integrate Salesforce into our ERP or other systems?
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Yes, we provide Salesforce Integration Services efficiently. We work with various tools and resources like SAP, Oracle, QuickBooks, NetSuite, HubSpot and many more and integrate through our APIs and middleware.
- Is Salesforce a secure enough platform for health and financial data?
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Absolutely. We put in place HIPAA, GDPR, and SOC2 compliant features, which include audit logs, data encryption, and access control.
- Do you provide support after implementation?
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Yes, we provide an array of continuous support and improvements around Salesforce Managed Services, which, in fact, are tailored to your dynamic requirements. Also, our team is at your service to address ever-changing issues and what may come up in your business.
- Do you support both desktop and mobile users?
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Yes. We provide full mobile responsiveness and also custom solutions for the Salesforce Mobile App, which is perfect for the field and on-the-go users.
Let's Build Your Project
