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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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 Our Salesforce setup from scratch services allow us to transform out-of-date systems into a single unified cloud-based CRM system, customized per your specific workflows, industry, and long-term plans.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.

80%

Faster Setup

Implement Salesforce from the ground up with agile, proven frameworks.

95%

Implementation Success

Deliver reliable, performance-oriented Salesforce environments for every business scale.

6x

Scalability Growth

Support expansion with modular architecture and seamless cloud integrations.

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.

Listen What Our Clients Say

Discover how these companies are transforming the way they work, with Melonleaf Consulting

Emily Parr | New York, USA

Senior Director, Class Action Capital

Melonleaf has been our trusted CRM partner for 5 years, delivering reliable, innovative solutions tailored to our business needs, supported by excellent communication and a results-driven approach.

Jefferey Balk | Florida, USA

Owner and CEO, AllayPay, Inc.

Melonleaf has been a trusted partner in our growth journey. From AI to custom portals, their reliable team makes every project a success with their expertise, innovation, and great support.

Paul Price | New York, USA

CEO, Argyle

Melonleaf's client-centric culture and smart engagement models set them apart. Their responsive, reliable team ensures our complex marketing technology runs smoothly, making them an invaluable long-term partner.

Our Full Suite of Salesforce Setup & Implementation Services

Looking to set up Salesforce from scratch? Our team offers end-to-end Salesforce build from scratch services that will get your business up and running quickly!

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.

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.

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.

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.

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.

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.

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.

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.

Your Success Starts with Melonleaf

Get in touch to discover tailored strategies that move your business forward.

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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.

Our Key Capabilities
  • 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.

Find Out Our

Clients' Success Stories

Advantages of a Ground-Up Salesforce Setup

Real Business Value Starts with the Right Setup.

Personalized per Your Business
No Legacy Limitations
Scalable Architecture
Enhanced User Adoption
Improved & Higher ROI
Better Compliance & Data Governance

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.

Our Clients' Experiences that Brought Change and Success

See how our IT and Salesforce services have driven businesses to better results and success. Read our testimonials to learn our story.

Amir-CEO

United States

CEO, Left Coast Leaders

CEO, Left Coast Leaders

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.

Kim-Brown

United States

CEO, Centrally Human

CEO, Centrally Human

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.

Joshua-Ladle

United States

Founder & CEO, 11th St. Capital

Founder & CEO, 11th St. Capital

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.

Bob-Spaner

United States

Business Director, MenMD

Business Director, MenMD

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.

9

United States

Salesforce Business Analyst, Arrow Electronics

Salesforce Analyst, Arrow Electronics

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.

Holly-Robinson-Head-of-growth

United States

Head of Growth, Peak Performances

Head of Growth, Peak Performances

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.

How much time does a Salesforce setup & implementation take?

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?

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?

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?

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?

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

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Get in touch with our certified consultants and experts to explore innovative solutions and services. We’ve empowered companies across various domains to transform their business capabilities and achieve their strategic goals.

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To : connect@melonleaf.com