Techila/Services/Salesforce Consulting Services

Salesforce
Consulting Services

Independent advice on what to build in Salesforce, in what order, and how to fix what isn't working, from a Summit Partner that also delivers it.

Talk to a Salesforce consultant Salesforce case studies

Bring the decision you are stuck on: edition, architecture, roadmap or partner choice.

Salesforce consulting services help a business decide what to do with Salesforce and do it well: assessing the current org, setting a roadmap, designing the architecture and data model, choosing clouds and licenses, and guiding implementation and adoption. A consultant advises and designs; an implementation team builds. Many firms, Techila included, offer both. Salesforce consultant services can be bought as a defined project, as a consultant embedded in your team, or as a retained advisor.

Summit

Salesforce partner tier

4.82 / 5

AppExchange rating, 19 reviews

700+

Salesforce projects delivered

500+

Salesforce certifications

The practice

Advice you can act on

Techila Global Services is a Salesforce Summit Partner headquartered in Frisco, Texas, founded in 2012 by Chitiz Agarwal, with 350+ Salesforce professionals and 700+ projects delivered. Our consulting work is architect-led and ends in something your team can use: an org assessment with a ranked list of fixes, a roadmap with costs and dependencies, or an architecture your implementation team, ours or another, can build from. The case studies on this page show the same approach on multi-cloud, Sales Cloud and Service Cloud programs.

CRM consulting: assessment, platform selection and roadmap

How to evaluate Salesforce consulting firms

Comparing Salesforce with its competitors

What does a Salesforce consultant do?

A Salesforce consultant turns business goals into a Salesforce design and a plan. The work usually falls into one of five engagements:

Common Salesforce consulting engagements and what each produces
Engagement	When you need it	What you get
Org assessment	Salesforce is slow, cluttered or not trusted	Findings on configuration, code, data and security, with a ranked fix list
Roadmap	You are planning the next 12–24 months	Phased plan with costs, dependencies and license needs
Architecture and data model	Before a new cloud, a merger or a big integration	Target architecture, data model and integration design
Cloud and license selection	Choosing between clouds, editions or add-ons	A recommendation with the reasoning and the trade-offs
Delivery assurance	A project is late, over budget or off scope	An independent review and a recovery plan

What does a Salesforce consulting engagement deliver?

A consulting engagement is only worth what you can decide with it. Before it starts, agree which of the deliverables below you will receive, who will read it and which decision it is meant to settle. A deliverable without a decision attached tends to end up as a document nobody opens.

Salesforce consulting deliverables and the decision each one supports
Deliverable	What it contains	Decision it supports
Org assessment	Findings on configuration, automation, code, data quality and security, ranked by risk and effort	Which fixes to fund first, and whether to repair the org or rebuild parts of it
Roadmap	Phased releases with dependencies, costs, owners and the licenses each phase needs	What to build in the next 12 to 24 months, and in what order
Architecture	Target data model, sharing, integrations and environments, with the options that were rejected and why	How to build it, before an implementation team starts
License review	Current licenses and editions compared with how users actually work in the org	Which licenses to keep, change or drop at renewal
Agentforce readiness	Candidate processes for AI agents, the data and permissions each needs, and the gaps to close first	Whether and where to start with Agentforce, and what to fix before a pilot

Each deliverable ends with a walkthrough for the people who own the decision. For the AI side in more depth, see the Agentforce Readiness Assessment; for the build that follows a roadmap, see Salesforce implementation services.

Salesforce consulting services we offer

Org assessment. Configuration, automation, code, data and security reviewed, with a ranked fix list. For a packaged review, see the Salesforce health check, or request a free Salesforce org audit.
Roadmap and business case. What to build next, in what order, with costs, dependencies and the licenses it needs.
Architecture and data model. Target architecture, sharing, integrations and environments, designed before the build.
Agentforce readiness. Which processes suit AI agents, and what the data and permissions need first; see the Agentforce Readiness Assessment.
Integration strategy. Which systems connect, which pattern each uses and whether you need middleware; see Salesforce integration services.
A consultant on your team. When you need one person rather than a project, you can hire a Salesforce consultant.

Consulting is one of our Salesforce professional services, alongside implementation, integration, development and support. To compare firms first, see what to look for in a Salesforce consulting partner.

How do Salesforce consultant services work with your team?

Salesforce consultant services come in three common models. The difference is how close the consultant sits to your team and how long they stay. Most organizations start with one model and move to another as the work changes, for example from an advisory assessment to a retained advisor once the roadmap is in delivery.

Advisory, embedded and retained Salesforce consulting models compared
Model	How it works	Best for	What your team owns
Advisory	A defined engagement with a written deliverable, such as an assessment, a roadmap or an architecture	A specific decision, or a second opinion on a plan	The decision, and access to people and the org
Embedded	A consultant or architect joins your team and works in your sprints, tools and ceremonies	Programs that need design skills every week during delivery	Priorities, the backlog and day-to-day direction
Retained	A named advisor on a monthly allowance for design reviews, release planning and questions	Orgs with an internal team that needs senior input from time to time	Delivery, with the advisor reviewing key designs

Whichever model you choose, ask for the consultant by name and check their certifications on Trailhead before they start. If you need one person rather than an engagement, you can hire a Salesforce consultant.

Clouds we consult on

Core clouds: Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud and Commerce Cloud. Data and AI: Data 360 and Agentforce. Industry clouds: Financial Services Cloud, Health Cloud and Manufacturing Cloud. Quote to cash: Revenue Cloud.

By industry: Salesforce for healthcare, Salesforce for financial services, Salesforce for manufacturing, Salesforce for retail and Salesforce for the public sector.

What is the difference between Salesforce consulting and implementation?

Consulting decides what to build and why; implementation builds it. A consulting engagement produces decisions and designs. An implementation produces a working system, following steps such as configuration, data migration, testing and training (Salesforce's CRM implementation guide lists nine).

Buying both from one partner keeps the designers accountable for what gets built. Buying them separately gives you a second opinion. See Salesforce implementation services for the build side.

Consulting or implementation: what each one gives you

Consulting or implementation: what each one gives you
	Consulting	Implementation
Answers	What to build and why	Builds it
Produces	Decisions and designs	A working system
Typical work	Assessment, roadmap, architecture	Configuration, migration, testing, training

Consulting decides what to build and why; implementation builds it. Implementation steps follow Salesforce's CRM implementation guide, which lists nine.

How do you compare Salesforce consulting companies?

Salesforce's AppExchange lists consulting partners with their tier, ratings and reviews. In March 2026 Salesforce announced a partner program with two consulting tiers, Summit and Select, and 28 core competencies in place of 170 older distinctions. Beyond the tier, compare firms on:

Who does the work: names and certifications you can check on Trailhead.
Proof in your area: case studies in your cloud and industry, and a client you can call.
What you will receive: a written scope of deliverables, not only hours.
How they price: fixed fee, time and materials, or a retainer, and what each includes.

Rates and pricing models are compared in the Salesforce consulting cost guide. Techila's AppExchange listing shows the Summit tier and a 4.82 rating from 19 reviews; to talk through your org, book a discovery call.

Capabilities

What does Techila's consulting cover?

Each engagement has a defined output, agreed before it starts, so you know what you are paying for.

/01

Org health assessment

Configuration, automation, code, data quality and security reviewed against Salesforce's own guidance.

/02

Roadmap and business case

What to build next, in what order, with costs and the licenses it needs.

/03

Architecture and data model

Objects, sharing, integrations and environments designed before the build.

/04

Cloud and license advice

Sales, Service, Experience, Marketing, Data 360 and industry clouds compared for your case.

/05

Integration strategy

Which systems connect, which pattern each uses, and whether you need middleware.

/06

Agentforce readiness

Which processes suit AI agents, and what the data and permissions need first.

Delivery process

How does a consulting engagement run?

Most engagements follow four steps and finish with a written deliverable and a walkthrough with your team. Length depends on the size of the org and the question.

Step 01

Frame the question

Output: agreed scope

The decision you need to make, who makes it, and what evidence they need.

Step 02

Review

Output: findings

Interviews, org and data review, and a look at the systems around Salesforce.

Step 03

Recommend

Output: written recommendation

Options, trade-offs, costs and the one we recommend, with the reasons.