Salesforce Consulting Services
Implement, extend, integrate and run Salesforce, from Sales Cloud and Service Cloud to Agentforce AI agents and Data 360, with a team that has delivered Salesforce for more than a decade.
Explore customer platforms capabilities & delivery details
Also known as Salesforce CRM, Sales Cloud, Service Cloud
- Salesforce implementation
- Agentforce and Data 360
- Customization and development
- Integration
- Org health and technical debt
- Salesforce managed services
- Salesforce CRM
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Agentforce
- Data 360 (formerly Data Cloud)
- Experience Cloud
- Revenue Cloud
- Microsoft Dynamics 365 CRMMicrosoft
- CRM Data Migration ServicesCRM service
- CRM Support and Managed ServicesCRM service
What is Salesforce?
Salesforce is the world's most widely used cloud CRM platform. Sales Cloud automates leads, opportunities and forecasting; Service Cloud runs case management, contact centers and knowledge; Marketing Cloud, including Account Engagement (formerly Pardot), runs campaigns and journeys; Experience Cloud builds customer and partner portals; and Revenue Cloud handles quote-to-cash. Data 360 (formerly Data Cloud) unifies customer data, and Agentforce adds AI agents that act on it. TechTiera designs, implements, integrates and supports Salesforce.
Reviewed 2026-10-27 by TechTiera's CRM practiceSalesforce at a glance
- Vendor
- Salesforce, Inc.
- Core products
- Sales Cloud, Service Cloud, Marketing Cloud (incl. Account Engagement), Experience Cloud, Revenue Cloud, Field Service, Commerce Cloud
- Data and AI
- Data 360 (formerly Data Cloud), Agentforce AI agents, CRM Analytics and Tableau
- Build tools
- Flow (low-code), Apex and Lightning Web Components (pro-code), AppExchange apps
- Integration
- MuleSoft, REST and Bulk APIs, Platform Events, Change Data Capture
- Naming note
- Sales Cloud and Service Cloud were branded Agentforce Sales and Agentforce Service from October 2025; the original names were restored in September 2026
- TechTiera services
- Advisory, implementation, Agentforce and Data 360, development, integration, migration, org health checks, managed services
What does TechTiera deliver for Salesforce?
Strategy, implementation, integration, migration and managed services from one accountable team.
Salesforce implementation
Sales Cloud, Service Cloud, Experience Cloud and Field Service designed around your sales stages, service tiers and partner model, then configured, tested and rolled out.
Agentforce and Data 360
Use-case selection, Data 360 ingestion and identity resolution, agent topics and actions, guardrails, testing and adoption.
Customization and development
Flow automation, Apex, Lightning Web Components and AppExchange apps for requirements that configuration alone cannot meet.
Integration
SAP, Oracle and Microsoft Dynamics ERP, marketing, telephony, e-signature and data warehouse integrations with MuleSoft or native APIs.
Org health and technical debt
Security review, data model clean-up, Workflow Rules and Process Builder migration to Flow, Classic to Lightning, and governor-limit tuning.
Salesforce managed services
Administration, release management, user support, enhancements and three-release-a-year regression testing under SLA.
How TechTiera approaches Salesforce
Getting Agentforce into production, not just a demo
Most Agentforce pilots stall for the same reasons: messy data, unclear scope and no way to prove the agent is right. TechTiera follows five steps:
- Pick a narrow, measurable job such as order-status questions, lead qualification or case triage, with a baseline to beat.
- Fix the data first: deduplicate accounts and contacts, complete key fields and bring the right records into Data 360.
- Design topics, actions and guardrails so the agent can only do what it should, with clean hand-off to a person.
- Test against real conversations before customers see the agent, and keep the test set for every release.
- Measure and expand: resolution rate, handle time and satisfaction decide what the agent does next.
A Salesforce org health checklist
- Automation: Salesforce ended support for Workflow Rules and Process Builder at the end of 2025. Any still running should be rebuilt in Flow.
- Security: profiles moved to permission sets, guest-user access reviewed, MFA enforced, Shield or event monitoring where required.
- Data: duplicate rules, validation rules and record ownership that match how the business really works.
- Code: test coverage, hard-coded IDs and governor-limit risks found before the next release breaks them.
- Adoption: login and usage reports per team, so effort goes where users struggle.
TechTiera's Salesforce health check scores each area and delivers a prioritized remediation plan.
Typical use cases
- Lead-to-cash for B2B sales
- Contact center and case management
- Partner relationship portals
- Field service scheduling
- Account-based marketing
- Quote, contract and renewal management
How is the work delivered?
- DiscoverGoals, processes, data, integrations and users.
- DesignProcess, data model, security and acceptance criteria.
- BuildConfiguration and development in short, demoable sprints.
- MigrateProfiled, cleansed, rehearsed and reconciled data.
- LaunchTraining, cut-over, adoption tracking and hypercare.
- Run and improveManaged services and a prioritized backlog.
Why choose TechTiera for Salesforce?
TechTiera delivers Salesforce, Dynamics 365, SAP CRM and SAP CX, and Creatio, so recommendations follow your requirements, not a single vendor's quota.
Consultants with large-program experience across sales, marketing and service transformation, from requirements to adoption.
In-house SAP, Microsoft 365, Power Platform, integration, analytics and content management practices, so CRM is designed with ERP, data and documents.
A practical path off SAP CRM 7.0 before mainstream maintenance ends in December 2027, to SAP CX or another platform.
Which engagement models are available?
Onsite, offshore or remote delivery for clients in North America, Europe, the Middle East and Asia Pacific.
Defined scope, deliverables and milestones for implementations and migrations.
Flexible capacity for evolving requirements, proofs of concept and enhancements.
A named CRM team working as an extension of your IT and business teams.
SLA-backed administration, support and enhancements on monthly or annual terms.
Certified administrators, developers, architects and consultants placed in your team.
Salesforce FAQs
What does a Salesforce consulting partner do?
A Salesforce consulting partner plans, configures, customizes, integrates and supports Salesforce for a business, including data migration, user training and ongoing administration.
What is Agentforce?
Agentforce is Salesforce's platform for AI agents that answer questions and take actions in Salesforce, such as qualifying leads or resolving cases, grounded in your CRM data and Data 360.
What is Salesforce Data 360?
Data 360, renamed from Data Cloud at Dreamforce 2025, is Salesforce's data platform. It unifies customer data from Salesforce and other systems into profiles that Agentforce, analytics and marketing use.
Is Sales Cloud now called Agentforce Sales?
Sales Cloud and Service Cloud were branded Agentforce Sales and Agentforce Service from October 2025, but Salesforce restored the original names in September 2026. Data 360 kept its new name.
Do we need to migrate Process Builder and Workflow Rules?
Yes. Salesforce ended support for Workflow Rules and Process Builder at the end of 2025. TechTiera inventories existing automation and rebuilds it in Flow with testing.
How long does a Salesforce implementation take?
A focused Sales Cloud or Service Cloud rollout for one business unit commonly takes 8 to 16 weeks. Multi-cloud, multi-country programs with integrations are delivered in phases over several months.
Related CRM services
Microsoft Dynamics 365 CRM
Sales, Customer Service, Field Service and Customer Insights with Copilot and Power Platform.
Dynamics 365 servicesCRM serviceCRM Data Migration Services
CRM-to-CRM moves with clean-up, de-duplication and reconciliation.
Data migration servicesCRM serviceCRM Support and Managed Services
Administration, L1 to L3 support, release testing and enhancements under SLA.
Support and managed services services
