Is Your Salesforce Consulting Firm Ready for AI?

Publish date:

• 13th October, 2025

AI is now a key factor for Salesforce consulting companies to stand out. Salesforce reports that almost 80% of small and medium businesses (SMBs) using AI say it’s changing their operations. Furthermore, 35% of companies are already training their teams to use new AI and automation tools. With features like Agentforce, Einstein Co-pilot, and predictive lead scoring, AI is significantly improving how Salesforce adds value. However, not all Salesforce consulting companies can help you take full advantage of these benefits.

Although many Salesforce consulting firms discuss AI, they often struggle to implement it effectively within the Salesforce system. How can you tell if your Salesforce consulting service provider is truly ready to use AI? Keep reading to find out.

5 Ways to Tell Your Salesforce Consulting Company Is Ready for AI

AI is now essential for Salesforce development. However, not every Salesforce consulting firm is ready to make the most of this opportunity. Here are five signs that your Salesforce consulting partner can genuinely help you succeed in the AI era.

1. They Create AI Solutions That Truly Boost Business Value

Using AI merely for its own sake will waste your investment returns. A forward-thinking Salesforce consulting company develops use cases that match your revenue goals, improve customer experience, and enhance operational efficiency. For example:

Here’s a revised version of your text in Plain English:

• "Suggesting actions for sales teams that actually speed up deals."

• We can increase case handling speed by 30% through automation.

• We can identify customers who are likely to leave by using a scoring system. This scoring directly supports our strategy to keep accounts.

2. They Have Strong Expertise in the Salesforce AI Stack

Salesforce partners that are ready for AI are creating real solutions that can grow within Salesforce's AI ecosystem. They know how to use Agentforce, Salesforce's AI-first workspace that combines Copilot, Data Cloud, Flow, and Service Intelligence all in one place. They also understand tools like:

• Copilot Studio and Prompt Builder help you create intelligent assistants for specific roles.

• Use a Data Cloud to bring together your data and improve AI predictions.

• Einstein Discovery and Prediction Builder enables you to develop predictive models. These models support better decision-making throughout the organization.

3. They Prioritize Data Readiness and Governance

You can succeed in AI projects only if your data is clean, complete, and ethical. A leading Salesforce consulting firm will help ensure this by taking specific actions. They will:

• Regularly check your data to ensure it is clean, identify any gaps in integration, and assess potential bias risks.

• Propose methods to enhance data quality and eliminate duplicate entries.

• Make sure your models follow ethical AI standards when handling sensitive data.

4. They Train Teams to Be AI-Ready

A great AI model depends on how willing users are to use it. The best Salesforce consulting firms focus on helping users adapt and understand AI. They achieve this by:

• Conducting sessions that show how AI fits into their routine workflows.

• We create custom guides and prompts to help users learn how AI works in Salesforce.

• Help your team feel confident when AI suggestions appear by creating feedback loops.  

5. They Continuously Improve and Optimize AI Solutions

Using AI in your workflows is a continuous process. The best Salesforce consulting service providers do not disappear after setting things up. Instead, they assist you by:

• Update your models regularly to keep up with changing data and behaviors.

• Monitor adoption and performance metrics, not just technical accuracy.

• Update AI use cases to align with evolving business objectives and customer requirements.

• Now that we have discussed how to identify if your Salesforce consulting company is ready for AI, let's focus on the questions you should ask before choosing an AI consulting partner.

Key Questions to Ask Before Choosing a Salesforce AI Consulting Partner

When selecting a Salesforce consulting partner, prioritize strategic alignment, trust, and proven results over technical certifications or reputation alone. With AI influencing all aspects of Salesforce, from data management to user experience, it’s essential to find a partner who understands these details and can support you throughout the entire process, not just during deployment. Here are four key questions to ask them:

• Have you implemented AI workflows inside Salesforce at scale?

• How do you measure success for AI engagements?

• Can you ensure my data is ready and ethically used?

• How do you help non-technical teams adopt AI confidently?

Conclusion

Starting in 2025, every Salesforce project will include AI. It means using more innovative lead scoring and automating service responses with Agentforce. AI is now a key part of how Salesforce adds value. However, not all consulting partners are ready to help you take full advantage of it. The right Salesforce partner will guide you through data challenges, support responsible development, and help you improve step by step.

Want to use AI in your Salesforce workflows? We're here to help! Contact our Salesforce experts at consult@codleo.com, and we'll assist you from there.

Schedule a free consultation call!

0

Share

About the Author

Akansha Singh

Akansha is a Digital Consultant having rich experience in Organic as well as Paid Marketing, Marketing Automation, Lead Generation, Email Marketing and also in Social Media Management. Her main forte is to help you grow your business through strategy and planning.