Frequently Asked Questions (FAQs)
Answers to common questions about our Salesforce consulting, Data Cloud, Agentforce, integrations, and delivery model.
About our firm
What does your Salesforce consulting firm do?
Our firm delivers end-to-end Salesforce consulting and implementation services across the entire ecosystem, including Sales Cloud, Service Cloud, CPQ, Health Cloud, Data Cloud, Slack, Agentforce, and more.
Do you only focus on one Salesforce product or the full platform?
We work across the full Salesforce platform, from core CRM and industry clouds to AI, data, and collaboration tools, so you can run an integrated, scalable Salesforce-centric stack.
Where is your Salesforce consulting firm based?
We are primarily based in the United States and support global customers across North America, Australia, India, Europe, and the Middle East.
Which industries do you work with?
We partner with organizations in technology, healthcare, financial services, manufacturing, professional services, and other sectors, tailoring Salesforce solutions to each industry’s processes and regulatory needs.
Do you support multi-region and global Salesforce rollouts?
Yes, we regularly run multi-region and global rollouts, designing Salesforce, Data Cloud, and AI architectures that support local requirements while maintaining a consistent global operating model.
Do you offer both new implementations and org clean-ups?
We support greenfield implementations, re-implementations, and optimization projects for existing Salesforce orgs that need restructuring, cleanup, or modernization.
How do you typically start a new engagement?
Most engagements start with a discovery and assessment phase, where we review your current landscape, gather requirements, and define a roadmap and delivery plan.
Salesforce products we cover
Which Salesforce products and clouds do you implement?
We cover the full Salesforce ecosystem, including Sales Cloud, Service Cloud, Experience Cloud, CPQ, Billing, Health Cloud, Data Cloud, Field Service, Slack, Agentforce, and related industry clouds.
Do you support Experience Cloud for portals?
Yes, we design and implement Experience Cloud portals for customers, partners, and internal users, tightly integrated with Sales, Service, and other Salesforce solutions.
Do you implement Salesforce Field Service?
We implement Salesforce Field Service for scheduling, dispatch, mobile field technician support, and integration with core Service Cloud processes.
Do you work with Salesforce industry solutions?
We work with relevant Salesforce industry clouds where they align to your use cases, and we also tailor core clouds for industry-specific requirements.
Sales Cloud, CPQ, and revenue
What services do you offer for Sales Cloud?
We design and implement Sales Cloud for lead and opportunity management, forecasting, territory planning, account management, and sales analytics aligned to your go-to-market model.
Do you implement Salesforce CPQ and billing?
Yes, we implement Salesforce CPQ and related billing solutions to streamline quoting, pricing, discounting, approvals, and subscription management, helping sales teams close faster with fewer errors.
Can you help optimize our existing Sales Cloud setup?
We assess and refactor existing Sales Cloud orgs, improving configuration, performance, and data quality, and aligning the system to current sales processes and KPIs.
Do you support sales process and methodology design?
We help define and embed sales stages, qualification criteria, and automation in Salesforce so your CRM reflects how your teams actually sell.
Service Cloud, Field Service, and support
What do you offer for Salesforce Service Cloud?
We implement Service Cloud for case management, omni-channel routing, SLAs, knowledge, and self-service, enabling efficient, consistent customer support.
Can you help us build customer self-service and portals?
Yes, we design and build Experience Cloud-based portals integrated with Service Cloud, knowledge, and back-office systems so customers can self-serve and track requests.
Do you support field service scenarios?
We implement and optimize Salesforce Field Service, including work orders, scheduling, dispatch, and mobile experiences for field technicians.
Can you help modernize our contact-center setup in Salesforce?
We redesign Service Cloud configurations, routing, automations, and integrations to modernize your contact-center operations and improve agent and customer experience.
Health Cloud and regulated industries
Do you implement Salesforce Health Cloud?
Yes, we deploy Health Cloud for payers, providers, and life sciences organizations, focusing on care management, patient engagement, and coordinated teams.
Can you handle compliance and security for healthcare projects?
We work within your security, privacy, and compliance requirements, designing architectures and processes that align with regulatory standards in your target regions.
Do you only work with healthcare on Health Cloud?
While Health Cloud is healthcare-focused, our experience with regulated environments also applies to other industries with strict privacy and data-handling rules.
Data Cloud and data strategy
What do you offer around Salesforce Data Cloud?
We design and implement Data Cloud to unify data from Salesforce and external systems, create customer profiles, and power segmentation, analytics, and AI use cases.
Can you integrate Data Cloud with our existing data warehouse and tools?
Yes, we connect Data Cloud with warehouses, lakes, and analytics tools so you can leverage unified customer and operational data across your stack.
How do you ensure data is ready for AI?
We help with data modeling, governance, and quality so your Salesforce and Data Cloud foundations are robust enough to safely power AI agents and advanced analytics.
Agentforce, AI, and automation
What is Salesforce Agentforce and do you implement it?
Agentforce is Salesforce’s platform for AI agents that can take actions in your org, and we design, build, and govern these agents for sales, service, field, and internal teams.
What kinds of AI and Agentforce use cases do you support?
We build agents for lead qualification, sales coaching, case triage, knowledge-based support, field service assistance, internal operations automation, and more.
How do you make sure AI agents are safe and controlled?
We define guardrails, access scopes, and approval flows, and set up monitoring so AI agents act within your policies and only use data they are allowed to access.
Do you help with AI strategy, not just implementation?
Yes, we help prioritize AI use cases, align them to business outcomes, and create a roadmap that balances quick wins with longer-term AI foundations.
Slack and collaboration
Do you implement Slack as part of your Salesforce projects?
Yes, we implement Slack and integrate it with Salesforce so teams can collaborate in channels with real-time CRM updates, alerts, and workflows.
How do you connect Slack with Salesforce?
We set up standard and custom integrations, automations, and apps that bring Salesforce data into Slack and allow users to update records and trigger actions directly from channels.
Can you help us design a Slack collaboration strategy?
We help define channel structures, integrations, and governance so Slack supports your sales, service, and operations workflows without creating extra noise.
Do you also work with Microsoft Teams and Zoom?
Yes, we integrate Salesforce with Microsoft Teams and Zoom to streamline meetings, calls, and collaboration around your CRM data.
Marketing, ads, and social integrations
Which marketing and advertising platforms can you integrate with Salesforce?
We integrate Salesforce with Meta (Facebook and Instagram), TikTok, LinkedIn, Google Ads, YouTube Ads, and other ad platforms so campaigns, leads, and revenue are connected end-to-end.
Can you connect Salesforce to our social and lead-generation tools?
Yes, we have experience integrating Salesforce with LinkedIn, Meta, TikTok, ZoomInfo, and web or survey tools so leads and interactions are captured and routed automatically.
Do you support marketing attribution and closed-loop reporting?
We design data flows and models so you can track performance from ad spend and campaigns through to pipeline and closed-won revenue in Salesforce.
Productivity, collaboration, and ops tools
Which collaboration and productivity tools do you support?
We integrate Salesforce with Slack, Microsoft Teams, Zoom, Google Workspace, and similar tools so your teams can receive alerts, update records, and collaborate where they already work.
Do you work with work-management and survey platforms?
Yes, we connect Salesforce with tools such as Monday.com and SurveyMonkey, synchronizing projects, tasks, responses, and customer feedback with your CRM.
Can you integrate telephony and contact-center tools with Salesforce?
We have experience integrating dialer and communication platforms like Dialpad and other contact-center solutions so calls, SMS, and interactions are logged in Salesforce.
Do you support meeting intelligence and contact data tools like ZoomInfo?
We integrate tools such as ZoomInfo and Zoom so contact, company, and engagement data can enrich Salesforce records and workflows.
Data platforms and warehouses
Which data warehouses and cloud data platforms can you integrate with Salesforce and Data Cloud?
We connect Salesforce and Data Cloud with Snowflake, Databricks, Microsoft Azure data services, and other warehouse and lake platforms to create a unified, analytics-ready data foundation.
Can you sync data between Salesforce and our BI or analytics stack?
Yes, we design data pipelines so Salesforce data flows to and from your existing BI tools, warehouses, and dashboards for reporting, AI, and advanced analytics.
Do you support real-time as well as batch data integrations?
We work with both real-time and batch patterns, choosing the right approach based on your use cases, system capabilities, and governance needs.
ETL, iPaaS, and specialized systems
Do you support ETL and data integration tools?
We work with ETL and data integration platforms like Informatica and others to move, transform, and govern data between Salesforce, operational systems, and analytics platforms.
Can you work with our industry-specific or niche applications?
Yes, we have integrated Salesforce with a variety of specialized systems, including construction and field-operations platforms, and can design custom integrations for your specific tools and workflows.
Do you use middleware or iPaaS for integrations?
Depending on your landscape, we use APIs, native connectors, ETL, or iPaaS solutions to implement scalable, maintainable integrations between Salesforce and other systems.
Engagement model, support, and outcomes
What engagement models do you offer?
We offer project-based implementations, advisory and roadmap engagements, and ongoing managed services for Salesforce, Data Cloud, AI, and integrations.
Do you provide ongoing support after go-live?
Yes, we provide post-go-live support, monitoring, enhancements, and enablement to keep your Salesforce and AI solutions aligned with changing business needs.
How do you measure success for Salesforce, Data Cloud, and AI projects?
We align on clear KPIs such as productivity, revenue impact, customer experience, and time-to-value, and track these metrics throughout and after the implementation.
How can we get started working with you?
You can start with a short discovery workshop where we assess your Salesforce landscape, identify high-value use cases, and outline a phased implementation plan with timelines and investment estimates.