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Salesforce
Professional Services

Advisory, implementation, integration and support for Salesforce: what each covers, and whether to buy it from Salesforce or a partner.

Tell us what you are planning and how you are comparing Salesforce Professional Services with a partner.

Salesforce professional services are the expert services that help a business plan, build, connect and run Salesforce: advisory and consulting, implementation, integration, custom development and ongoing support. They are offered by Salesforce's own Professional Services team and by Salesforce consulting partners such as Techila, a Salesforce Summit Partner.

Summit
Salesforce partner tier
4.82 / 5
AppExchange rating, 19 reviews
700+
Salesforce projects delivered
500+
Salesforce certifications

The practice

Every stage of Salesforce, one partner

Techila Global Services is a Salesforce Summit Partner. We provide professional services across the life of a Salesforce org: advice on what to build, implementation, integration with your other systems, custom development, and support once it is live.

What do Salesforce professional services cover?

Professional services usually fall into five areas. Each one has its own page with the detail:

Salesforce professional services by area, with Techila's page for each
AreaWhat it coversWhere to read more
Advisory and consultingOrg assessments, roadmaps, architecture, license adviceConsulting services
ImplementationConfiguration, data migration, testing, training and go-liveImplementation services
IntegrationConnecting Salesforce to ERP, finance and other systemsIntegration services
Custom developmentApex, Lightning Web Components and appsDevelopment services
Support and managed servicesUser support, fixes, releases and improvements after launchManaged services

Salesforce professional services across the life of an org

Your Salesforce org
  1. AdviseAssessment and roadmap
  2. ImplementConfigure and migrate
  3. IntegrateConnect other systems
  4. DevelopCustom code and apps
  5. SupportRun and improve
The five areas in the table above. Salesforce describes its own Professional Services in four stages: Get Started, Build, Optimize and Transform (Salesforce Professional Services page, read 10 November 2026).

Should you use Salesforce Professional Services or a partner?

Salesforce has its own Professional Services team. Salesforce describes its work in four stages: Get Started (a plan and foundation aligned to business strategy), Build, Optimize and Transform (adopting AI with governance), and names offerings including Agentic Enterprise Services. Its stated approach is "We build with you, not for you."

Salesforce consulting partners offer the same kinds of services. Salesforce lists partners on AppExchange with their tier, ratings and reviews; in March 2026 it announced two consulting tiers, Summit and Select.

Questions to help choose between Salesforce Professional Services and a partner
QuestionPoints towards SalesforcePoints towards a partner
Is the work tied to a new Salesforce product or a large AI program?Yes, especially if your account team is already involvedAlso possible; check the partner's experience with that product
Do you need systems outside Salesforce connected and supported?Less often the focusYes, partners commonly cover the wider stack
Do you want one team from advice through to support?Possible through Success Plans and servicesYes, many partners deliver every stage
How do you want to compare options?Through your Salesforce account executiveOn AppExchange, by tier, rating and reviews

Many programs use both: Salesforce for product expertise and a partner for delivery. Techila's AppExchange listing shows the Summit tier and a 4.82 rating from 19 reviews.

Benefits of using a Salesforce consulting partner

  • Reviews you can read. Consulting partners are listed on AppExchange with their tier, rating and customer reviews, so you can compare firms on evidence before you talk to them.
  • Named, certified people. A partner can name the people on your project, and you can check each person's certifications on Trailhead.
  • The wider stack. Partners commonly connect and support the systems around Salesforce, such as ERP and finance, as well as Salesforce itself.
  • One team from advice to support. Many partners cover every stage, so the people who design the system stay accountable for how it runs.
  • Choice and flexibility. You can compare several partners, choose the engagement model that suits you and change partner at the end of a contract.

For what to check before you sign, see how to choose a Salesforce consulting partner.

Are you looking for Salesforce for a professional services firm?

"Salesforce professional services" can also mean using Salesforce to run a consulting, legal, accounting or agency business. That is a different topic, covered on Salesforce for professional services firms.

To discuss which services your org needs, book a discovery call.

Capabilities

Which Salesforce professional services does Techila provide?

Each service has its own scope and output, and they can be bought separately or together.

/01
Consulting and advisory
Assessments, roadmaps and architecture that end in a written deliverable.
/02
Implementation
Sales, Service, Experience and industry clouds configured, migrated and launched.
/03
Integration
Salesforce connected to ERP, finance and other systems, directly or through MuleSoft.
/04
Custom development
Apex, Lightning Web Components and apps, with tests and documentation.
/05
Agentforce
AI agents designed around your processes and data.
/06
Support and managed services
User support, fixes, release testing and ongoing improvements.

Delivery process

How do you start with Techila's professional services?

Every engagement starts with the same four steps, whichever service you need.

Step 01
Discovery call
Output: agreed next step
What you need, in which cloud, and which service fits.
Step 02
Review
Output: findings
A look at your org, data and the systems around it.
Step 03
Proposal
Output: written scope and price
Deliverables, team, pricing model and how progress is reported.
Step 04
Delivery
Output: the agreed deliverables
Work reviewed with you at each stage, then handed over or supported.

FAQ

Salesforce professional services questions.

What buyers ask about Salesforce professional services.

Sources

Last reviewed:

  1. Salesforce, Learn about Salesforce Professional Services (read 10 November 2026)
  2. Salesforce News, Rewarding value through the new Salesforce partner program (2 March 2026)
  3. Salesforce AppExchange, Techila Global Services consulting listing (read 10 November 2026)

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