Salesforce Consulting Services

Maximise the value of your Salesforce investment

We deliver end-to-end Salesforce solutions, including strategy, assessment, development, migration, implementation, customisation, security, and managed and COE support for Salesforce implementations.

Our partnership with Salesforce and our certified experts can optimise your Salesforce investment with customised solutions designed to meet your specific requirements and business objectives.

Protiviti is helping organisations navigate the rapidly evolving tech landscape with our Salesforce consulting services. We recommend these resources:

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Leverage Salesforce to Accelerate Digital Transformation

Client Story:

Global healthcare professional organisation gains flexibility through digital transformation

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Protiviti Salesforce AppExchange Listing

Client Story:

Protiviti Implements an Integrated CRM Solution for a Leading Financial Lender and Co-Op Owner

Insights

Planning and Implementation

Create comprehensive roadmaps, communication, and change management plans while supporting product management documentation to be used throughout development, configuration, and deployment.

Comprehensive roadmaps, communication, and change management plans
Strategy and design
Configuration, development, and customisation

Application Development

Build elegant, test-driven applications with our Salesforce Architects, developers, and administrators. Our team builds applications using Force.com development and customises Salesforce by building native and hybrid apps for your organisation’s Salesforce data.

Digitise any business process
Enhance employee efficiency
Support business growth
Streamlined workflows

Migration

Whether your organisation needs to migrate data from a legacy platform or wants to convert to the cloud, our experts can streamline your organisation’s Salesforce migration from start to finish. Our experts create comprehensive roadmaps and support those with a detailed migration strategy. Learn more about our Salesforce Classic to Lightning Migration Journey.

Comprehensive roadmap
Data migration
Legacy platform migrations
Transformation strategy

Automation

Our team can improve productivity and simplify the workplace utilising native solutions as well as third-party tools from the Salesforce AppExchange. Our experts develop and implement business workflows that automate manual processes and extend Salesforce’s already powerful automation capabilities.

Automate business processes with Salesforce native applications and the AppExchange
Automation with third-party tools, i.e., Nintex
Workflow development

Integration

By integrating systems with the Salesforce platform, your organisation can provide stakeholders with a holistic view of your business, improve data accuracy, eliminate manual processes, and save time and money.

Integrate business processes
Improve data security
Eliminate manual processes

Managed Services

Leverage our team of Salesforce-certified architects, developers, and administrators to provide ongoing support, quick enhancements, maintenance, and administration of your solution. Our structure provides an assigned Account Manager as your primary point of contact and access to an experienced team that is task-driven to address our client’s immediate needs. Our dedicated professionals understand every nuance of your Salesforce solution.

Dedicated Salesforce architects, developers, and administrators on an as-needed basis
On-Demand support services
Developer and integration services
Analytical services
Release and change services
Salesforce troubleshooting and issue remediation

Salesforce Partner

As a certified Salesforce Partner, we deliver end-to-end business solutions, from initial discovery and design to development and delivery. Our expertise in Salesforce platform development, implementation, and integration provides modern, relevant, scalable solutions.

Salesforce and AI: Driving Smarter Business Decisions

Protiviti can assist with leveraging artificial intelligence capabilities within Salesforce to build customer satisfaction, better forecasting and greater pipeline. Learn from Douglas Sellers, Managing Director, how we guide you through responsible implementation that protects your data and achieves your transformation and innovation goals.

Over 2.7 million experienced professionals

Flexible delivery capabilities with our Managed solutions

Over 2.7 million experienced professionals at Robert Half support Protiviti’s core team of Salesforce consultants, operating globally. That means we can provide the experienced Salesforce skills you need fast, within budget, and with minimal to no travel costs.