Solutions
Salesforce Consulting Services
Senior, certified advice on what your Salesforce org should become — and a costed sequence for getting there.
Quick answer
What do Salesforce consultants actually deliver?
CodeSierra Salesforce consulting is a short, senior-led engagement that produces a written CRM roadmap: what to fix, what to build, in what order, and what each step costs. Engagements run 2–4 weeks and end with a document your team can execute with or without us.
Last reviewed August 2026What is included
Every Salesforce Consulting engagement is delivered against a written scope document. These items appear in most of them.
Org health and technical-debt assessment
CRM strategy and 12-month roadmap
Process mapping across sales, service and ops
Licence and edition optimisation review
ROI model and prioritised backlog
Executive readout with a costed sequence
How the engagement runs
Discovery3–5 days, AI-assisted
Scope & priceWritten, fixed, approved by you
Build & testCertified delivery in sandboxes
AdoptTraining plus 30-day hypercare
Frequently asked questions
Consulting decides what to build and why; implementation builds it. You can buy the roadmap alone and execute it internally.
Yes. The org health assessment covers configuration debt, unused licences, automation conflicts, data quality and adoption metrics.
Consulting is led by certified architects and consultants, not delivery juniors. The person in the workshop is the person who writes the roadmap.
A written roadmap document: findings, prioritised recommendations, effort estimates, an ROI model and a costed sequence of work.
Salesforce Consulting by industry
Related solutions
Salesforce ImplementationSales Cloud and Service Cloud, configured to how your team actually sells and serves — then migrated, tested, trained and handed over.Salesforce DevelopmentCustom Apex, LWC and integrations — written to be maintainable by whoever inherits the org.Salesforce IntegrationReliable, monitored data flow between Salesforce and everything else in your stack.Salesforce Managed ServicesAn ongoing certified team for your org, with response times in writing.
2–4 wksTypical engagement
25+Certifications on the bench
WorldwideRemote-first delivery