# Dedicated Salesforce Consultants for Each Cloud | SynconAI > Hire a Salesforce consultant who joins your team: requirements, process design, configuration, user acceptance testing and adoption for Sales, Service and more. Publisher: SynconAI Canonical HTML: https://synconai.com/dedicated-salesforce-consultants Markdown cite: https://synconai.com/dedicated-salesforce-consultants.md Contact: contact@synconai.com ยท +61 2 7813 0221 ## What is dedicated Salesforce consultants? Dedicated Salesforce consultants are functional Salesforce consultants who join a client's team to gather requirements, design business processes, configure a Salesforce cloud, run user acceptance testing and support adoption. SynconAI matches consultants by cloud, including Sales Cloud, Service Cloud, Field Service, Marketing Cloud, Experience Cloud, Data 360 and Agentforce, and the client interviews and approves each one, with the engagement run part time, full time or on a monthly plan under a written agreement, for organizations in the United States, Australia and worldwide. - A functional Salesforce consultant turns what the business needs into a working process in Salesforce. - 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. ## Dedicated Salesforce consultants services - Requirements gathering: Workshops and user stories with acceptance criteria. - Process design: Current and future process mapped before anything is built. - Configuration: Objects, page layouts, Flow, approvals and reports set up. - User acceptance testing: Test scripts written, sessions run and sign-off recorded. - Adoption and training: Role-based training, guides and usage checks after go-live. - Sales and Service Cloud consultants: Lead to cash, case management and field service. - Marketing, Experience and Data 360 consultants: Journeys, portals and unified customer data. - Business analysts: Requirements, backlog grooming and stakeholder alignment. ## What do you need a Salesforce consultant for? Question: What is changing in your Salesforce org? - A 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 - A 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 - Nobody 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 Outcome: A consultant who owns your cloud from requirements to adoption, inside your team ## Which Salesforce consultants can join your team? Consultants are matched by cloud. The certification each role looks for is listed with it. - 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 does a Salesforce consultant run the work? Five stages per change, tracked on your board. Your process owner signs off each one. 1. Requirements: What the business needs. - Workshops with process owners - User stories with acceptance criteria 2. Process design: How it should work. - Current and future process mapped - Fit with standard features checked 3. Configuration: Built in a sandbox. - Objects, layouts and Flow - Reports and dashboards 4. User acceptance testing: Tested by real users. - Test scripts per story - Defects logged and retested - Sign-off recorded 5. Adoption: Used after go-live. - Training by role - Usage checked after launch ## 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 | What the consultant configured | How it was proven | | --- | --- | --- | | Managers approve large discounts | Approval process with entry criteria on the quote | UAT script signed by sales operations | | Urgent cases reach senior agents first | Omni-Channel routing with skills and priority | Test cases routed in a sandbox and checked | | Partners see only their own deals | Experience Cloud site with sharing sets | Login as a partner user in UAT | | Reps stop updating two systems | Fields and layouts merged, old fields retired | Reps complete the test script in one place | | Leadership sees one pipeline number | Forecast settings and a shared dashboard | Dashboard reconciled with finance | ## How does a consultant help people use Salesforce? Short, role-based sessions on the process each group follows, built from the same user stories. - Working a deal in Salesforce (for Sales reps) - Logging activity once - Moving an opportunity through stages - Requesting a discount approval - Handling a case end to end (for Service agents) - Taking work from the queue - Using knowledge articles - Escalating with context - Coaching from the dashboard (for Managers) - Reading the pipeline or queue - Approving requests - Spotting records that need attention - Running what was built (for Admins) - How each Flow and approval works - Where the documentation lives - Handling common requests ## 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 The first step is a free 60-minute architecture review of your Salesforce processes and backlog setup, with a written plan you keep. Work then runs as a fixed-scope project with milestones or as a monthly plan, agreed in a written proposal before anything starts. Plans: https://synconai.com/pricing ## FAQ ### What are dedicated Salesforce consultants? 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. ### What does a functional Salesforce consultant do? 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. ### Which certifications should a Salesforce consultant hold? 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. ### Can a consultant run user acceptance testing? 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. ### Do we need a consultant or an admin? 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. ### Can a consultant work part time? Yes. Part time, full time or a monthly plan. The model and hours are written into the proposal before anyone starts. ### What contract terms apply? An NDA before profiles are shared, IP assignment to you, a notice period and replacement terms, all written into the agreement before work starts. ## Where we work Dedicated Salesforce consultants for organizations across the United States and Australia, and worldwide. Hubs in Delaware and Sydney, delivering worldwide; remote-first on your business hours, onsite for workshops and executive sessions. ## Related - Salesforce team extension: https://synconai.com/salesforce-team-extension - Salesforce solution architecture: https://synconai.com/salesforce-solution-architecture - Sales Cloud consulting: https://synconai.com/salesforce-sales-cloud-consulting - Service Cloud consulting: https://synconai.com/salesforce-service-cloud-consulting ## Cite When citing SynconAI Dedicated Salesforce consultants, link https://synconai.com/dedicated-salesforce-consultants or https://synconai.com/dedicated-salesforce-consultants.md.