01
Salesforce implementation: Sales Cloud and Service Cloud
Sales Cloud consulting and Service Cloud setup: objects, page layouts, opportunity stages, case management, territories and dashboards, designed around your process.
FIG 01 · Salesforce Consulting
Salesforce consulting services, from first setup to Agentforce
Implementation, integrations, Apex and Flow, org rescue and Agentforce readiness, from an engineering team that will also tell you if Salesforce isn’t the right fit.
See how it works
FIG 02 · Quick answer
What are Salesforce consulting services?
Salesforce consulting services help you plan, implement, integrate and improve Salesforce. Elgrith configures Sales Cloud and Service Cloud, migrates your data, connects Salesforce to your website, billing and ERP, builds Apex, Lightning and Flow automation, cleans up messy orgs and prepares your data and permissions for Agentforce AI agents, then trains your team.
- Team for setup, integrations and custom code
- 1
- Projects delivered since 2015
- 1,000+
- Clients across the USA, UK and India
- 250+
- Your code, data and admin access
- 100%
FIG 03 · Why it matters
Salesforce is rarely run alone.
From Salesforce’s own blog and its March 2026 partner-program announcement.
01
90%
Of customers rely on outside help
Salesforce wrote in 2022 that 90 percent of its customers rely on partner applications and experts.
Source: Salesforce blog, 2022(opens in a new tab)02
70%
Of Agentforce implementations
Salesforce says its partner ecosystem leads 70% of Agentforce implementations. Agentforce is only as good as the org, data and permissions under it.
Source: Salesforce press release, 10 Mar 2026(opens in a new tab)03
28
Core competencies, down from 170
Salesforce’s new partner program, announced in March 2026, consolidates 170 legacy distinctions into 28 core competencies, with Summit and Select tiers.
Source: Salesforce press release, 10 Mar 2026(opens in a new tab)
FIG 04 · Start here
Implement, rescue or extend: which do you need?
Most Salesforce work falls into one of four engagements. Knowing which one you need keeps the scope, and the quote, honest.
| New implementation | Org rescue | Integration | Agentforce readiness | |
|---|---|---|---|---|
| You have | No Salesforce yet, or a fresh licence | An org people work around | Salesforce plus systems that don’t talk to it | A working org and AI plans |
| We do | Design, configure, migrate and train | Health check, clean-up and rebuild | MuleSoft or custom API integrations | Data, permission and process clean-up, then a pilot agent |
| You get | A live org your team uses | An org you can trust and change | One source of truth across tools | An agent on clean data, with guardrails |
| Typical first step | Discovery and solution design | Org health check | Integration map | Readiness audit |
Not sure Salesforce is the right platform at all? We implement HubSpot and build custom CRMs too, so the advice is not tied to one vendor.
Compare with HubSpot consultingFIG 05 · What you get
Salesforce consulting services
Engineering-led Salesforce work: from the first Sales Cloud setup to the custom code and integrations most consultancies hand off.
02
Data migration to Salesforce
Accounts, contacts, opportunities, cases and history moved with Data Loader or scripts, mapped, cleaned and test-loaded into a sandbox first.
03
Salesforce integrations
Salesforce connected to your website, billing, ERP and product through MuleSoft or custom APIs, with error handling and monitoring.
04
Apex, Lightning Web Components and Flow
Flow for the automation admins can own, Apex and Lightning Web Components where logic or UI needs real code, with tests and deployment pipelines.
05
Org health check and rescue
A written audit of technical debt, permission sprawl, duplicate data and old Workflow Rules and Process Builder automation, then a prioritised fix plan.
06
Agentforce and Data Cloud readiness
Clean data, tight permissions and documented processes first, then a pilot Agentforce agent with guardrails and human approval steps.
Deliverables
12
deliverables, in writing
Included in every build, written into your fixed quote before work starts.
FIG 06 · Integrations
Salesforce at the centre of your systems
The value of Salesforce depends on the data that reaches it. These are the integrations we build most often.
- Website and forms
- Billing
- ERP
- Marketing tools
Salesforce
- Sales Cloud
- Service Cloud
- Experience Cloud
- Agentforce
ERP to Salesforce
- Source
- Accounts, products, orders and invoices
- In Salesforce
- Accounts, price books and order history
- Result
- Reps see what customers really bought
Billing and subscriptions
- Source
- Stripe or your billing system
- In Salesforce
- Subscription status and renewal opportunities
- Result
- No renewal slips through
Website to lead
- Source
- Forms, chat and booked calls
- In Salesforce
- Leads with source, assignment rules and follow-up tasks
- Result
- Fast, fair lead routing
Customer and partner portals
- Source
- Cases, orders and documents in Salesforce
- Portal
- Experience Cloud, or a custom portal on the Salesforce API
- Result
- Customers serve themselves
Service Cloud with your channels
- Source
- Email, web chat and phone
- In Salesforce
- Cases with routing, entitlements and history
- Result
- One view of every customer conversation
Agentforce or a custom agent
- Source
- Cases, leads and knowledge articles
- Agent
- Agentforce, or a custom agent on the Salesforce API
- Result
- Routine work handled, people approve the rest
FIG 07 · Flagship build
Proof: AI products, engineered end to end
Kenerate AI is our flagship build, an all-in-one AI image and video studio we designed and engineered. It is not a Salesforce project; it shows the AI, API and product depth we bring to Agentforce and integration work.
- Kenerate Agent: chat with an agent that picks the model and runs the workflow
- 200+ AI models behind one app, one login and one credit balance
- MCP & CLI: use Kenerate inside Claude, ChatGPT, Cursor and 19+ AI apps
- 1,000+ projects for 250+ clients since 2015
Agent: Kenerate inside Claude, ChatGPT and CursorDesigned and engineered by Elgrith
- AI models in one app
- 200+
- Studios and tools
- 23+
- Maximum output
- 4K
- Guides
- 500+
FIG 08 · Org rescue
What an org health check covers
For orgs that grew without a plan. You get a written report and a prioritised fix plan before any changes are made.
06principles
Technical debt
Unused fields, objects, page layouts, reports and installed packages, listed and safe to remove.
Permission sprawl
Profiles, permission sets and sharing rules reviewed for least privilege, with a cleaner model proposed.
Flow migration
Old Workflow Rules and Process Builder automation mapped and moved to Flow, tested in a sandbox.
Duplicate and dirty data
Duplicate rules, matching rules and a clean-up plan for accounts, contacts and leads.
Code quality
Apex and Lightning components checked for test coverage, governor-limit risks and hard-coded values.
Release process
Sandboxes, source control and a deployment pipeline, so changes stop going straight into production.
FIG 09 · Agentforce
Agentforce and Data Cloud readiness
AI agents act on the data and permissions they are given. These steps come before the first agent goes live.
05principles
Data you can trust
Key objects cleaned and de-duplicated, with ownership and required fields enforced.
Permissions for agents
Agent access scoped to the records and actions each task needs, nothing more.
Knowledge and processes
Knowledge articles and process steps written down, so the agent has something accurate to work from.
Data Cloud where it helps
Data Cloud (Data 360) set up when an agent needs data from outside Salesforce, scoped to a clear use case.
Pilot with approvals
One agent on one workflow, with human approval steps and tests, before wider rollout.
FIG 10 · Process · 7 steps
Sandbox first, production last
A fixed written quote and a phased plan before work starts. Every change is built and tested in a sandbox before it reaches your users.
- Step 01
Discovery
Your sales and service processes, users, data and systems, and what success looks like. You get a written scope and a fixed quote.
- Step 02
Solution design
Objects, automation, security model and integrations designed and signed off before anything is built.
- Step 03
Configure and build
Configuration, Flow, Apex and Lightning Web Components built in a sandbox, with tests and source control.
- Step 04
Migrate
Data mapped, cleaned and test-loaded into a sandbox, then migrated with record counts reconciled.
- Step 05
UAT
Your team tests real scenarios in a full sandbox, and we fix what they find.
- Step 06
Go-live
A planned cut-over with a rollback plan, and training for each role.
- Step 07
Hypercare
A period of close support after go-live, agreed in your written scope, then optional monthly support.
FIG 11 · What you get
Everything included
Written into your fixed quote, so you know exactly what you are paying for before work starts.
12items
- Discovery notes and process maps
- Written scope and fixed quote
- Solution design and security model
- Configured Sales Cloud and Service Cloud
- Flow automation, Apex and LWC where needed
- Data migration with reconciled counts
- Integrations with your website, billing or ERP
- Sandbox, source control and deployment pipeline
- UAT scripts and sign-off
- Dashboards and reports
- Role-based training and guides
- Admin access, code and documentation, all yours
FIG 12 · Tech & tools
The tools behind the work
Proven, well-supported tools, chosen for your project and set up in accounts your business owns.
- Sales Cloud
- Service Cloud
- Experience Cloud
- Marketing Cloud
- Agentforce
- Data Cloud
- Einstein
- Apex
- Lightning Web Components
- Flow
- MuleSoft
- AppExchange
- Data Loader
- Salesforce CLI
- GitHub Actions
- Node.js
- PostgreSQL
FIG 13 · Who it’s for
Salesforce help for every kind of org.
Whether you are buying your first licences or living with an org nobody understands.
3 audiences
New org
Implementing Salesforce for the first time.
Sales Cloud or Service Cloud designed around your process, with data migrated and your team trained.
- Edition and cloud choice explained
- Process-first solution design
- Data migrated and reconciled
- Training for every role
Org rescue
Fixing an org that grew without a plan.
A health check, a prioritised fix plan and the clean-up work, without stopping the business.
- Written org health report
- Workflow Rules and Process Builder moved to Flow
- Permissions cleaned up
- Release process with sandboxes
AI ready
Getting ready for Agentforce.
Data, permissions and knowledge prepared first, then a pilot agent with approvals and tests.
- Readiness audit
- Agent permissions scoped
- Pilot on one workflow
- Custom agents where Agentforce doesn’t fit
FIG 14 · Working with us from the USA and UK
Built in New Delhi. Run on your hours.
Every project gets a point of contact in New York or London and an engineering team in New Delhi. Here is how today’s working days line up, live.
New York
North America
--:--ET
New Delhi team Your working day- Shared working time
- ≈ 3 hours today
- New Delhi is
- 10.5 h ahead
- Live calls, your time
- 9 a.m. to 12 p.m. ET
London
UK & Europe
--:--UK
New Delhi team Your working day- Shared working time
- ≈ 4.5 hours today
- New Delhi is
- 5.5 h ahead
- Live calls, your time
- 9 a.m. to 1:30 p.m. UK
Three ways to work together
- 01
Fixed-scope project
A written scope, one fixed price and a dated plan. Suits websites, apps and MVPs.
- 02
Dedicated team
Designers and engineers on your roadmap every month, billed monthly.
- 03
White label
For US and UK agencies: our work, your brand, unbranded deliverables.
Every engagement
- Fixed quote in USD, GBP or INR after a free 30-minute call
- NDA before discovery. You own all code, designs and content
- A working demo every sprint, not status slides
- Reply within one business day, calls inside your hours
Book a call
Calls on ET or UK hours
FIG 15 · Checklist
Choosing a Salesforce implementation partner: what to ask
“Implementation partner” is often used loosely. Salesforce’s own partner program now has two consulting tiers, Summit and Select. We don’t hold a tier and we don’t claim one, so here is what to check with any firm, including us.
| Question | Why it matters | What a good answer looks like |
|---|---|---|
| Will you start with discovery? | Most failed projects skip it | A written scope and solution design before build |
| Do you work in sandboxes with source control? | Changes made straight in production break things | Sandboxes, version control and a deployment pipeline |
| Can you write Apex and LWC, not just configure? | Many orgs need code somewhere | Flow first, with tested code where it’s needed |
| How do you handle data migration? | Bad data kills adoption | Field mapping, test loads and reconciled counts |
| Who owns the org and the code? | You should never be locked in | Admin access and all code and documentation are yours |
| Which program tier do you hold? | Some buyers require one | A straight answer you can check in Salesforce’s partner directory |
Salesforce announced the new program, with Summit and Select tiers and 28 core competencies, in March 2026.
FIG 16 · Compare
Salesforce, HubSpot or a custom CRM?
| Salesforce | HubSpot | Custom CRM | |
|---|---|---|---|
| Best for | Complex sales and service processes at scale | Marketing and sales in one place, fast adoption | Unusual processes no platform fits |
| Customisation | Very deep: Apex, Flow and Lightning | Custom objects, apps and API | Unlimited |
| AI | Agentforce and Einstein | Breeze AI | Custom agents on your data |
| Setup effort | Higher | Lower | Highest |
| Licence model | Per-user subscription by cloud and edition | Per-seat subscription by hub and tier | No licence; you own the software |
FAQ
Frequently asked questions
Straight answers about Salesforce Consulting with Elgrith.
Salesforce consulting services help you choose, set up, integrate and improve Salesforce. They cover discovery and solution design, configuring Sales Cloud or Service Cloud, data migration, integrations with your other systems, custom Apex and Flow automation, training and ongoing support. Elgrith also offers org health checks and Agentforce readiness work.
FIG 17 · Related
Keep exploring
CRM Development
Custom CRMs & HubSpot/Zoho setupsHubSpot Consulting
HubSpot setup, migration & automationAPI Integration
Connect your apps, CRM & paymentsAI Agent Development
Custom agents, MCP servers and guardrailsWeb Portal Development
Customer, partner & employee portalsKenerate AI case study
Our flagship build: 200+ AI models in one studio
Free 30-minute call
Make Salesforce work the way you sell.
Tell us where your org is today. After a free call you get a written scope, a phased plan and a fixed quote.
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