A functional Salesforce consultant turns what the business needs into a working process in Salesforce.
Salesforce Select Partner · 20+ enterprise implementations · 30+ Salesforce certifications
Dedicated Salesforce consultants who take a cloud from requirements to adoption.
Functional consultants for Sales, Service, Marketing, Experience, Data 360 and Agentforce who join your team. They gather requirements, design the process, configure it, run user acceptance testing and help people use it.
See how they work
- 20+Enterprise implementations
- 15+Years of team experience
- 30+Salesforce certifications
- 5.0/5Client satisfaction (CSAT)
Proven Success With
30+ Salesforce certifications · 5.0/5 CSAT
New to dedicated Salesforce consultants?
What is dedicated Salesforce consultants?
They gather requirements, design the process, configure the cloud and test it with the people who will use it.
A dedicated consultant joins your team for a period, works to your priorities and is approved by you.
Where you are starting from
What do you need a Salesforce consultant for?
What is changing in your Salesforce org?
- Path 01A cloud is new
Rolling out a cloud
You are adding Sales, Service, Experience Cloud or Agentforce.
- Requirements before configuration
- A consultant for that cloud
- UAT and training planned from the start
- Path 02A process is changing
Changing how a team works
A new sales process, case routing or approval model.
- Current and future process mapped
- Changes configured in a sandbox
- Sign-off from the process owner
- Path 03Nobody uses it
Fixing adoption
The org works, but people work around it.
- Interviews with the people who avoid it
- Pages and steps simplified
- Training by role
A consultant who owns your cloud from requirements to adoption, inside your team
Consultants by cloud
Which Salesforce consultants can join your team?
Consultants are matched by cloud. The certification each role looks for is listed with it.
consultants/
sales-and-service/
Sales Cloud consultant
Leads, opportunities, forecasting. Agentforce Sales Consultant credential.
Service Cloud consultant
Cases, routing, knowledge. Agentforce Service Consultant credential.
Field Service consultant
Scheduling and mobile work. Agentforce Field Service and Operations Consultant.
marketing-and-data/
Marketing Cloud consultant
Journeys and segments. Marketing Cloud Engagement Consultant credential.
Data 360 consultant
Data streams, identity resolution, segments. Data 360 Consultant credential.
Experience Cloud consultant
Portals for customers and partners. Experience Cloud Consultant credential.
platform-and-ai/
Business analyst
Requirements and user stories. Business Analyst credential.
Agentforce consultant
Agent topics, actions and testing. Agentforce Specialist credential.
Platform consultant
Data model and Flow. Platform Administrator and Platform App Builder.
How it works
How does a Salesforce consultant run the work?
Five stages per change, tracked on your board. Your process owner signs off each one.
- 01
Requirements
What the business needs.
- Workshops with process owners
- User stories with acceptance criteria
- 02
Process design
How it should work.
- Current and future process mapped
- Fit with standard features checked
- 03
Configuration
Built in a sandbox.
- Objects, layouts and Flow
- Reports and dashboards
- 04
User acceptance testing
Tested by real users.
- Test scripts per story
- Defects logged and retested
- Sign-off recorded
- 05
Adoption
Used after go-live.
- Training by role
- Usage checked after launch
Traceability
How do you know each requirement was delivered?
Every requirement is linked to what was built and to the test that proves it.
The business asked for: Managers approve large discounts
What the consultant configured: Approval process with entry criteria on the quote
How it was proven: UAT script signed by sales operations
The business asked for: Urgent cases reach senior agents first
What the consultant configured: Omni-Channel routing with skills and priority
How it was proven: Test cases routed in a sandbox and checked
The business asked for: Partners see only their own deals
What the consultant configured: Experience Cloud site with sharing sets
How it was proven: Login as a partner user in UAT
The business asked for: Reps stop updating two systems
What the consultant configured: Fields and layouts merged, old fields retired
How it was proven: Reps complete the test script in one place
The business asked for: Leadership sees one pipeline number
What the consultant configured: Forecast settings and a shared dashboard
How it was proven: Dashboard reconciled with finance
Adoption
How does a consultant help people use Salesforce?
Short, role-based sessions on the process each group follows, built from the same user stories.
- Sales reps
Working a deal in Salesforce
- Logging activity once
- Moving an opportunity through stages
- Requesting a discount approval
- Service agents
Handling a case end to end
- Taking work from the queue
- Using knowledge articles
- Escalating with context
- Managers
Coaching from the dashboard
- Reading the pipeline or queue
- Approving requests
- Spotting records that need attention
- Admins
Running what was built
- How each Flow and approval works
- Where the documentation lives
- Handling common requests
Engagement terms
What is agreed before a consultant starts?
The terms buyers ask about, written into the proposal and agreement.
Before work starts
- NDA signed before profiles are shared
- Cloud, role and hours agreed
- Model: part time, full time or monthly plan
- IP in work product assigned to you
While they work
- Your priorities and your backlog
- Your process owner signs off designs
- Monthly review of hours and fit
- Documentation kept in your tools
Changes and exit
- Notice period stated in the agreement
- Replacement as the agreement sets out
- Handover of designs and test scripts
- Access removed on the last day
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Salesforce processes and backlog setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
Commercial & Business ServicesOne Operating Backbone From Quote to Invoice for a Fire Protection ContractorSales Cloud, work orders and scheduling for a fire protection contractor, synced two-way with QuickBooks Time, Dashpivot and Xero through custom Apex REST.Sales Cloud · Field Service · Salesforce Platform · Apex RESTRead the story 
Financial ServicesLead-to-Funded Automation Across Eight Lending BrandsSales Cloud for a US alternative lender: lead-to-funded automation, an eight-brand, 15-step email sequence engine design controlled by Salesforce status, Instantly API integration and Gmail sync.Sales Cloud · Salesforce Platform · Flow · ApexRead the story 
Commercial & Business ServicesPhase 2 of an Enterprise Program Across Sales, Service and CPQA multi-cloud Phase 2 of about 960 hours for an enterprise B2B business: Sales Cloud, Service Cloud and Salesforce CPQ joined into one process, from architecture to release and change management.Sales Cloud · Service Cloud · Salesforce CPQ · Salesforce PlatformRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified
Frequently asked questions
Dedicated Salesforce consultants, answered.
Straight answers about functional consultants, certifications, user acceptance testing and engagement terms.
Functional Salesforce consultants who join your team to gather requirements, design processes, configure a cloud, run user acceptance testing and support adoption, working to your priorities.
They turn business needs into a working Salesforce process: workshops, user stories, process maps, configuration in a sandbox, test scripts and training. Developers take the parts that need code.
The one for their cloud, such as Agentforce Sales Consultant (formerly Sales Cloud Consultant) or Agentforce Service Consultant, plus Platform Administrator or Business Analyst where the role needs them.
Yes. They write test scripts from the user stories, run sessions with real users, log and retest defects, and record sign-off from the process owner.
A consultant when the work is designing or changing a process. An admin when the work is running the org day to day. Many teams use both.
Yes. Part time, full time or a monthly plan. The model and hours are written into the proposal before anyone starts.
An NDA before profiles are shared, IP assignment to you, a notice period and replacement terms, all written into the agreement before work starts.
Salesforce, Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Data 360, Agentforce and Omni-Channel are trademarks of Salesforce, Inc. SynconAI is an independent consulting firm and is not affiliated with or endorsed by Salesforce, Inc.
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