What a Salesforce consulting partner does
A Salesforce consulting partner plans, builds and improves your Salesforce org so it fits how your business actually works. That means choosing the right clouds, designing the data model, configuring automation, connecting Salesforce to your ERP and other systems, moving your data in, training your team and supporting the org after launch. Good partners also tell you what not to build.
Salesforce consulting services, start to run (8)
Whether you are buying Salesforce for the first time or trying to get value from an org you already have.
Salesforce Implementation
New Salesforce orgs and new clouds, scoped around how your team actually sells and serves. Discovery, data model, automation, integrations, training and launch.
Explore salesforce implementation →Managed Services & Administration
An onshore team of admins, developers and architects on call, instead of a single in-house admin. Enhancements, user support, releases and ongoing cleanup.
Explore managed services & administration →Salesforce Optimization
For orgs that work but underperform: low adoption, unreliable dashboards, automation nobody trusts. We simplify, fix the data and rebuild reporting.
Explore salesforce optimization →Salesforce Integration
Salesforce connected to your ERP, billing, marketing and support systems through MuleSoft, Workato or custom APIs, with one system of record per field.
Explore salesforce integration →Salesforce Migration
Moves from HubSpot, Dynamics, spreadsheets or a legacy CRM, and Classic to Lightning. Data mapping, deduplication and cutover without losing history.
Explore salesforce migration →Custom Development
Apex, Lightning Web Components and custom objects when configuration runs out, built so your next admin can maintain them.
Explore custom development →Health Check & Audit
A structured review of security, data quality, automation, technical debt and adoption, with a prioritized fix list.
Explore health check & audit →Implementation Rescue
Stalled or failed projects, including ones another partner started. We assess what can be kept, stabilize it and finish the job.
Explore implementation rescue →Which Salesforce service do you need? (8)
Most companies come to us in one of these situations. Find yours, then read the guide for that service.
| Your situation | Start with | Why |
|---|---|---|
| You are buying Salesforce, or adding a new cloud to an org you have | Implementation | Scope, data model and integrations are cheapest to get right before anything is built. |
| You are leaving HubSpot, Dynamics, another CRM or spreadsheets | Migration | Cleanup, mapping and a cutover plan decide whether history and trust survive the move. |
| Salesforce works, but adoption is low and dashboards are doubted | Optimization | Simplifying fields, automation and reports usually does more than adding features. |
| You are not sure what is wrong, or you are about to plan AI | Health check | A ranked list of risks and fixes gives you a plan before you spend on either. |
| A project with another partner stalled, overran or went live unusable | Rescue | Triage decides what to keep, fix or rebuild so the business stops losing time. |
| Sales, finance and service key the same data into different systems | Integration | One system of record per field ends the re-keying and the arguments about whose number is right. |
| Your admin left, or the request queue keeps growing | Managed services | A team that knows your org handles admin, releases and enhancements without one-person risk. |
| Configuration cannot model a process you depend on | Custom development | Apex, Lightning Web Components and APIs, built only where configuration falls short. |
Not sure? The org health self-assessment and the implementation readiness assessment are twenty questions each and run in your browser. Budgeting? See how Salesforce consulting is priced.
The Salesforce platforms we implement (13)
Salesforce Sales Cloud
The CRM where sales pipeline lives, when it is built right.
Salesforce Service Cloud
The operating system for modern customer service, case, knowledge, voice, and AI agent assist together.
Salesforce Marketing Cloud
Cross-channel marketing, email, mobile, journey, and Data 360-powered personalization at scale.
Salesforce Revenue Cloud / CPQ
Configure-price-quote, billing, subscription management, and quote-to-cash on Salesforce.
Salesforce Data 360 (Data Cloud)
Unify customer data into a real-time profile that powers segmentation, analytics, and AI.
Salesforce Experience Cloud
Customer, partner, and employee portals built on Salesforce.
Salesforce Financial Services Cloud
Industry CRM for wealth management, banking, insurance, and lending, built for compliance from the start.
Salesforce Agentforce
AI agents that handle real work inside Sales Cloud, Service Cloud, and Marketing Cloud.
Agentforce for ITSM
AI-powered IT service management on Salesforce, deflect tickets and resolve issues faster.
Claudeforce
Salesforce data and governed actions, inside Claude.
MuleSoft
Enterprise API platform, for connecting Salesforce, ERP, data warehouses, and the rest of your stack.
Tableau
Executive analytics, embedded dashboards, and CRM Analytics built on Tableau.
Salesforce Field Service
Scheduling, dispatch, mobile work orders and parts for teams that work on site.
Agentforce, on data you can trust
Agentforce agents are only as good as the records and processes behind them. Our Agentforce Center of Excellence, launched in March 2026, starts with data readiness and governance, then builds agents with evaluation in place from day one.
Everything Salesforce, one team (16)
What a Salesforce consulting partner can take off your plate, from the first build to the daily admin queue.
Implementation
New orgs and new clouds, designed around how your teams sell and serve, with data migrated and users trained before launch.
Administration & managed services
Day-to-day admin, enhancements and release testing from a team that knows your org, instead of relying on one person.
Optimization & cleanup
Fewer fields, consolidated automation and reports people trust, for orgs that work but underdeliver.
Integration
Salesforce connected to ERP, billing, marketing and support systems, with one system of record for each shared field.
Migration
Moving from another CRM or spreadsheets with cleanup, mapping, test loads and a cutover plan that keeps history.
Health checks & audits
A ranked review of security, data quality, automation and technical debt, so you know what to fix first.
Implementation rescue
Triage for stalled or failed projects: stabilize what the business depends on, then keep, fix or rebuild each part.
Automation & Flow
Record-triggered and scheduled Flows that remove manual steps, including moving off retired Workflow Rules and Process Builder.
Data quality
Duplicate rules, validation and ownership of key fields, the groundwork every report and AI agent depends on.
Reporting & dashboards
Agreed metric definitions and role-based dashboards that leadership actually runs meetings from.
Revenue operations
Pipeline design, forecasting, routing and handoffs across marketing, sales and service, built into Salesforce.
AI & Agentforce
Agents, summaries and drafting grounded in your CRM data, with permissions, testing and human review planned in.
Training & adoption
Role-based training, in-app guidance and usage measures that show whether people are working in the system.
Custom development
Apex, Lightning Web Components and APIs when configuration cannot model the process, built to be maintained.
Security & governance
Permission sets, sharing, integration users and audit trails reviewed against how your org is really used.
Release management
Sandboxes, source control and testing so changes reach production safely through each seasonal release.
Salesforce for your industry and team (21)
Industries where we have published Salesforce work
By team: what each department runs in Salesforce
One onshore team, from discovery to support (5)
- 01
Discover
Workshops with the people who use the system, a review of your current org and data, and a written scope.
- 02
Design
Data model, security, automation and integration design, agreed before anything is built.
- 03
Build
Configuration first, custom code only where it earns its keep, tested against real scenarios.
- 04
Launch
Data migration, role-based training and hands-on support through go-live.
- 05
Optimize
Adoption tracking, fixes and new releases, or an ongoing managed services plan.
Recent Salesforce work (6)
Headquartered in St. Louis, working nationwide (100)
Our office is in downtown St. Louis, Missouri, and our U.S.-based consultants work with clients in 100 focus markets across the country. Featured here: St. Louis and every metro with a Salesforce office.
Free buyer tools (5)
No email required. Each one runs in your browser.
Implementation readiness assessment
Twenty questions on goals, process, data, integrations and people, for teams about to implement Salesforce or add a cloud.
Org health self-assessment
Twenty questions on security, data quality, automation, adoption and AI readiness, with a score for each area and the fixes to make first.
Partner evaluation scorecard
Weight nine criteria and compare up to three Salesforce consulting partners side by side before you sign a statement of work.
Salesforce glossary
Plain-English definitions of the terms that come up in scoping calls, from sandboxes and permission sets to cutover and hypercare.
RevOps maturity assessment
Twenty questions on definitions, data, handoffs, forecasting and operating model that place your revenue operations in one of four stages.
Salesforce guides from our team (12)
- Do You Need Salesforce Shield? A Buyer's GuideOptimization · 6 min read
- How Long Does a Salesforce Implementation Take?Implementation · 13 min read
- Salesforce for Financial Services: White Paper (2026)White Paper · 14 min read
- Marketing Cloud Implementation Guide: Phases and DataMarketing Cloud · 7 min read
- Sales Cloud Implementation Guide: Steps and ScopeSales Cloud · 8 min read
- Salesforce Security Review Checklist for AdminsOptimization · 6 min read
- Salesforce Editions and License Types ExplainedImplementation · 6 min read
- Salesforce Territory Management GuideImplementation · 6 min read
- How to calculate Salesforce ROI and build the business caseRevenue Operations · 5 min read
- Salesforce managed services vs. hiring a Salesforce adminManaged Services · 3 min read
- Salesforce implementation guide: phases, timeline and checklistImplementation · 3 min read
- Sales Cloud Pipeline Design: Stages, Routing, ForecastingSales Cloud · 5 min read
Salesforce consulting questions (26)
Is Abstrakt Solutions a Salesforce implementation and integration partner?
Yes. Abstrakt Solutions is a Salesforce consulting, implementation and integration partner: a Salesforce Select partner since 2017, with 138 certifications across Salesforce, Claude and Gong and 7 Salesforce industry and expert accreditations. We implement new orgs and clouds, integrate Salesforce with ERP, billing and marketing systems, migrate data from other CRMs, and run managed services, for every department from sales and service to finance and operations.
What does a Salesforce consultant do?
A Salesforce consultant designs, builds and improves your Salesforce org so it matches how your business sells, serves and reports. That covers scoping and data modeling, configuration and automation, integrations with your other systems, data migration, training and ongoing support. A consulting partner also advises on which Salesforce products you actually need and which you can skip.
What is the difference between a Salesforce consulting partner and a freelancer?
A freelancer is one person with one set of skills. A consulting partner brings a team (admins, developers, architects and integration specialists) and stays accountable if someone leaves. Abstrakt has been a Salesforce Consulting Partner since 2017, and our team holds 138 certifications across Salesforce, Claude and Gong.
How long does a Salesforce implementation take?
It depends on scope, data and integrations. Some examples from our own work: a HubSpot to Salesforce migration for a compliance-software company took 4–6 weeks; a cybersecurity company moved 2,300 accounts onto Sales and Service Cloud in 6–8 weeks; a Salesforce health check and cleanup for a technology-services firm took a 20-hour Jumpstart. Multi-cloud programs with ERP integration run longer.
How much does Salesforce consulting cost?
Cost follows scope: the number of clouds, users and integrations, and how much data has to move. Project work is priced after a discovery call, once the scope is clear. Ongoing managed services are priced separately from project work.
How much does a Salesforce consultant cost per hour?
Rates typically range from $185 to $225 per hour depending on scope and expertise required. Implementations are usually quoted as a fixed fee or in phases once discovery is done, so you know the number before build starts. Ongoing managed services are at a lower rate, typically about $170 to $200 per hour.
Do you only work with companies in St. Louis?
No. Abstrakt is headquartered in St. Louis, Missouri, and works with companies across the United States, with 100 focus markets where our industry experience matches the local economy.
Which Salesforce products do you work with?
Sales Cloud, Service Cloud (including Field Service), Marketing Cloud and Account Engagement, Revenue Cloud and CPQ, Data 360 (formerly Data Cloud), Experience Cloud, Financial Services Cloud, Agentforce, MuleSoft and Tableau / CRM Analytics.
Can you take over or fix a Salesforce project another partner started?
Yes. Rescue work is a regular part of our practice. We start by assessing what can be kept, then stabilize and finish it. One example: an industrial-services firm had paid a previous partner over $100,000 for a Field Service build it could not use; we rebuilt it and cut licensing for 75–100 field workers.
We already have a Salesforce admin. Do we still need a partner?
Often not for day-to-day work. A partner earns its place when the work needs skills one admin rarely has at once: integration design, data migration, custom development, security review or a new cloud. Plenty of companies keep their admin and bring in a partner for projects, for release testing or as backup so the org does not depend on one person.
What should we prepare before the first call?
A short list of what is not working and who it affects, the Salesforce edition and clouds you have (or are considering), the other systems that need to connect, and any deadline that matters, such as a contract renewal or a busy season. Screenshots of the reports leadership relies on help too. You do not need a requirements document.
Do you implement Agentforce and Salesforce AI?
Yes. In March 2026 we launched an Agentforce Center of Excellence that brings our production Agentforce and Claude work into one delivery framework with evaluation and governance. Most AI projects succeed or fail on data readiness, so we usually start there.
How much does a Salesforce health check cost?
It is free. Abstrakt Solutions runs a Salesforce health check and a CRM audit at no cost. We review security, data quality, automation, technical debt, integrations, reporting and adoption with read-only access, then give you findings ranked by risk and effort. You decide what to fix and who fixes it.
Do you offer a fixed-price Salesforce starter package?
Yes. Our Quick Start starts at $3,500. It is a fixed-scope package that gets one team live on Salesforce in about 30 days, covering contract review, profiles, your sales or service process, data migration and reporting. We are also an authorized Salesforce Jump Start partner for Salesforce-funded, fixed-scope implementations.
How are Salesforce managed services priced?
Managed services are at a lower rate than project work, typically about $170 to $200 per hour depending on the specialization needed and how many hours a month we work for you. Clients with more monthly hours and longer relationships can earn a better rate. There are no fixed tiers, so the plan is sized to your org and how much you change it.
How do you bill?
We invoice before each month starts, on net 30 terms. Implementations are usually quoted as a fixed fee or in phases once discovery is done, so you know the total before the build starts. Salesforce licenses are separate and are bought from Salesforce.
What makes Abstrakt Solutions different from other Salesforce partners?
Three things. We ran Salesforce before we advised on it: the practice grew out of implementing and scaling Salesforce in our own business. Salesforce, Gong and Claude sit in one team, so one group owns the outcome. And senior consultants lead the work, and we introduce you to them before you sign.
Is Abstrakt Solutions a fit for small, mid-size and large companies?
Yes. We work with small, mid-size and large companies, from a single team going live on one cloud to multi-cloud programs with ERP integration. The only real non-fit is a project without the budget for the work it needs. Our Quick Start, from $3,500, is the usual entry point for smaller teams.
Who leads a Salesforce project, and how much architect time do we get?
A Client Success Manager leads every project. Architect time depends on how complex the build is: on some projects an architect stays involved all the way through, and on others they join at the beginning, when we are identifying the solution.
Can we talk to a current client before we hire you?
Yes. We provide references from current clients, matched as closely as we can to your industry and project. You can also read our Salesforce AgentExchange reviews, where we hold a 4.95 out of 5 rating, and our published case studies.
What happens if we are not happy with our consultant?
Tell us and we act quickly. Depending on the issue, we change the consultant, bring in an executive and make it right. It rarely comes to that: clients rate us 4.95 out of 5 on Salesforce AgentExchange, and we are often the partner brought in to rescue projects that went wrong elsewhere.
What does your discovery phase produce?
Four documents you keep: current-state process maps, a prioritized requirements backlog sorted into launch, later or not at all, an inventory of the systems and data Salesforce must work with, and a signed-off scope document. The design phase then turns that scope into a solution design, a security and sharing model, automation specifications and the list of reports and dashboards leadership will judge the project by.
What will you need from our team during the project?
A project owner with the authority to settle disagreements, a handful of hands-on users for workshops, and the reports leadership reviews each week. During design, your team reviews the blueprint in walkthrough sessions. During build, testers run acceptance scripts against their everyday scenarios and log issues in the shared tracker. After launch, one person channels feedback and you decide who administers the org day to day.
How will we know how the project is going?
You see working screens early. We build in a sandbox in short cycles with a demo at the end of each one, so users correct us while changes are still cheap. Every requirement is tied to a test script, and defects go into one shared tracker your team can see, rather than into side emails.
How do you train users and support adoption after go-live?
Training is delivered by role, using your own records so the first login feels familiar. On go-live day we stay close to users and fix access issues and small layout problems the same day. In the stabilization period after launch we triage requests, separate defects from enhancement ideas, and watch usage by team to spot anyone drifting back to spreadsheets.
What support is included after launch?
Every implementation ends with a stabilization period: quick fixes ship right away, bigger requests go into a phase-two roadmap, and you get an adoption report by team, a resolved-issues log and an admin runbook. We finish with a handover session to your admin, or move into ongoing managed services if you prefer.







