Salesforce Partnership Levels & Tiers Comparison

Publish date:

• 25th August, 2026

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Choosing a Salesforce partner in 2026 is no longer about looking for a Gold, Platinum, or simply the biggest consulting firm on your shortlist.

Salesforce has simplified its Consulting Partner Program around Select and Summit tiers, while introducing a competency-based model designed to demonstrate expertise across specific Salesforce products and capabilities.

For businesses choosing a partner, this changes the question.

It is no longer simply:

“Is this a Select or Summit Salesforce Partner?”

A better question is:

“Does this partner have proven expertise in the Salesforce products, industry requirements, and type of project we actually need delivered?”

A Summit designation can be a valuable signal, but tier alone does not tell you which consultants will work on your project, whether the partner has relevant experience in your Salesforce products, or how successfully they have handled requirements similar to yours.

Similarly, a Select Partner should not automatically be excluded from a well-defined project simply because another firm holds a higher partner tier.

That is why businesses should evaluate more than the badge. Consider partner tier, relevant competencies, verified delivery experience, customer outcomes, and the actual delivery team together.

This guide explains what Select and Summit mean in Salesforce's current partner ecosystem, what has changed, and—more importantly—how to use these signals to choose the right Salesforce partner for your business.

What Is a Salesforce Partner?

A Salesforce consulting partner is a company that helps businesses plan, implement, customize, integrate, and improve Salesforce based on their specific business requirements.

But being part of the Salesforce partner ecosystem does not mean every partner offers the same expertise.

One partner may specialize in a straightforward Sales Cloud implementation, while another may have experience across Service Cloud, Marketing Cloud, Data Cloud, Agentforce, complex integrations, and industry-specific Salesforce solutions.

This is why businesses should separate two questions when evaluating a partner:

1. Is the company an official Salesforce partner?

2. Does the company have proven expertise relevant to my project?

The first helps establish credibility. The second is what should influence your buying decision.

Salesforce now provides buyers with several signals for evaluating that expertise, including partner tier, competencies, certifications, completed projects, and customer satisfaction. However, these signals are most useful when evaluated against your own project scope rather than in isolation.

For example: If you are implementing Data Cloud and Agentforce, a partner's experience delivering those capabilities is more relevant than simply choosing the firm with the largest overall Salesforce practice.

Think of Salesforce partner status as the starting point for evaluation—not the final reason to hire.

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The March 2026 Partner Program Overhaul — What Actually Changed

In March 2026, Salesforce introduced major changes to its Consulting Partner Program for FY27. The goal was to make partner expertise easier for customers to evaluate while shifting greater emphasis toward specialization and verified customer outcomes.

For businesses comparing Salesforce partners, four changes matter most:

1. Four Partner Tiers Were Simplified to Select and Summit

Salesforce moved away from its previous four-tier structure and simplified the main Consulting Partner tiers to Select and Summit.

Select represents proven delivery partners meeting Salesforce's performance requirements, while Summit is the top tier for partners aligned with Salesforce's strategic growth and delivery expectations.

This makes the tier easier to understand—but it also means buyers need additional signals to differentiate partners within the same tier.

2. 170 Navigator Distinctions Became 28 Competencies

Salesforce replaced 170 Navigator distinctions with 28 competencies.

Instead of relying heavily on broad partner status, the competency model gives buyers a more specific view of where a consulting partner has demonstrated expertise.

Each competency is evaluated using three important signals:

• Certifications

• Completed projects

• Customer Satisfaction (CSAT)

Competencies can also receive Accredited or Expert recognition, helping buyers distinguish demonstrated capability from scaled delivery experience.

3. Customer Outcomes Carry More Weight

Salesforce describes the new program as more outcome-driven, with recognition tied to project outcomes, CSAT, certifications, and specialization rather than simply making partner size the primary signal.

For buyers, this is an important shift.

A partner should increasingly be evaluated on what it has successfully delivered in the area relevant to your project, not simply the number of credentials or the tier badge displayed on its website.

4. Agentforce and Data 360 Expertise Have Become More Important

The new competencies reflect growing demand for Agentforce and Data 360 expertise as Salesforce expands its Agentic Enterprise strategy. Salesforce has also increased technical investment and hands-on verification in building secure, compliant AI solutions.

That does not mean every Salesforce project now requires an Agentforce specialist.

It means that if AI, agents, or unified customer data are part of your roadmap, you should evaluate a partner's relevant competency and real delivery experience rather than assuming its overall tier proves AI expertise.

Salesforce's view: “Specialization is the new currency of the agentic era.” — Nick Johnston, SVP, Global Consulting Partners & Partner Sales, Salesforce.

Why did Salesforce do this?

Salesforce's own statement made the direction clear. As Nick Johnston, SVP of Global Consulting Partners and Partner Sales at Salesforce, said at the time of the announcement: "Specialization is the new currency of the agentic era." The goal was to shift the partner ecosystem away from generalist implementation firms toward specialists capable of delivering AI-driven, outcome-focused solutions.

With Salesforce's partner ecosystem already leading 70% of Agentforce implementations globally, the company is investing $1 billion in partner incentives to accelerate this shift. Partners who adapt quickly are positioned to win larger engagements. Those who do not will find themselves competing on price in the lower tier.

Old vs New Salesforce Partner Tiers: What Changed?

If you have evaluated Salesforce partners before, you may still come across references to Base, Ridge, Crest, Summit, or Navigator distinctions.

Those signals belong to Salesforce's previous Consulting Partner Program structure.

For FY27, Salesforce simplified the program to make partner comparison easier and put greater emphasis on demonstrated expertise and customer outcomes. Salesforce's official program materials describe the change as a move from four primary tiers to two: Select and Summit.

Salesforce Partner Tiers: Old vs New

Previous Structure	Current FY27 Structure	What Buyers Should Know
Base	Select	The current Select tier represents partners with a proven success record that meet Salesforce's program requirements.
Ridge	Select or Summit depending on current qualification	Do not rely on a partner's previous tier. Verify its current status.
Crest	Select or Summit depending on current qualification	Previous status does not replace current tier and competency evidence.
Summit	Summit*	Salesforce states that FY26 Summit partners retain Summit status in FY27.
170 Navigator distinctions	28 Competencies	Competencies provide more specific evidence of product and industry expertise.
Navigator Specialist / Expert recognition	Accredited / Expert Competencies	Buyers can evaluate demonstrated capability and scaled delivery expertise within relevant competency areas.

Salesforce's FY27 program overview states that existing FY26 Summit partners retain their Summit status in FY27.

The Old Four-Tier System (Retired 2026)

This system had fundamental problems. A partner could accumulate points through certifications and deal volume, even if they don't deliver excellent customer outcomes. Quantity, not quality, drove tier advancement. By 2026, the system had become administratively complex and misaligned with what businesses actually needed from partners.

The New Two-Tier System (Active 2026) 

Key structural change: Within each competency, there are now two levels of recognition:

• Accredited — demonstrated capability in delivering that competency

• Expert — scaled delivery excellence with multiple verified client outcomes

This means a Summit Partner is not just "bigger." They are specifically verified in the areas in which they claim expertise.

What Happened to Gold and Platinum Partners?

Salesforce has replaced the previous Navigator framework with its new competency model.

Existing FY26 Navigator achievements were mapped into corresponding FY27 competencies. Salesforce states that previous Cloud Experts and Implementation Experts map to Competency Expert, while previous Specialists map to Competency Accredited.

For buyers, this creates a more useful way to evaluate expertise.

Instead of asking:

“Was this company previously Ridge, Crest, or Summit?”

ask:

“What is the partner's current tier, and which relevant competencies can they demonstrate for my project?”

What This Means When Comparing Partners

The biggest mistake would be treating Select vs Summit as the new version of Silver vs Gold.

The new model gives you two different types of signals:

Partner Tier → tells you about the partner's overall position within Salesforce's Consulting Partner Program.

Competencies → tell you where the partner has demonstrated specific expertise.

Salesforce's competency listings can expose signals such as eligible projects, average CSAT, certifications, and Accredited or Expert competency level.

For example, if you are selecting a partner for a complex Service Cloud project, relevant Service Cloud delivery evidence may be more useful than simply comparing two companies by tier.

The tier helps you shortlist. The competency and delivery evidence help you choose.

Salesforce Partner Types: Which Type Do You Actually Need?

Before comparing Select and Summit tiers, make sure you are comparing the right type of Salesforce partner.

A company looking for a Salesforce implementation, for example, has very different requirements than a business searching for an AppExchange application or ongoing administration.

For most buyers, the distinction comes down to three common partner models.

1. Salesforce Consulting & Implementation Partners

A Salesforce consulting partner helps businesses plan, implement, customize, integrate, and optimize Salesforce around their business processes.

Depending on the engagement, this can include:

• Salesforce strategy and solution design

• Sales Cloud or Service Cloud implementation

• Data migration

• Custom development

• Third-party integrations

• Marketing Cloud or Data 360 projects

• Agentforce implementation

• User training and change management

• Post-launch optimization

Choose a consulting or implementation partner when you need Salesforce implemented or transformed, not simply maintained.

But do not evaluate consulting partners on tier alone. If your requirement is Service Cloud, for example, ask for relevant Service Cloud competency, certifications, comparable projects, customer outcomes, and the proposed delivery team.

2. ISV / AppExchange Partners

An Independent Software Vendor (ISV) develops applications and technology that extend Salesforce rather than primarily implementing Salesforce for customers.

These solutions are commonly distributed through Salesforce AppExchange.

An ISV may be the better option when an existing product can solve your requirement—for example, document generation, e-signature, industry-specific functionality, data management, or another specialized capability.

Choose an ISV when: you primarily need a Salesforce-compatible product rather than a consulting team to implement or transform your CRM.

For some requirements, you may need both: an ISV product plus a consulting partner to configure, integrate, and deploy it within your Salesforce environment.

3. Salesforce Managed Services Providers

A Salesforce managed services provider supports and improves your Salesforce environment on an ongoing basis after implementation.

The scope can include:

• Salesforce administration

• User and access management

• Bug resolution

• Release management

• Minor enhancements

• Development backlog

• Integration monitoring

• Data-quality improvements

• Performance optimization

• Ongoing platform support

Choose managed services when: Salesforce is already running, but you need continuous expertise without building every capability internally.

For businesses with evolving requirements, managed services can also provide access to different Salesforce specialists as needs change.

Quick Decision

Need to implement or transform Salesforce?

→ Consulting / Implementation Partner

Need an application that extends Salesforce?

→ ISV / AppExchange Partner

Need continuous Salesforce administration, development, or optimization?

→ Managed Services Provider

Need multiple requirements?

→ You may need a combination of these models.

The important point is that partner type answers “what kind of help do I need?” while partner tier and competencies help answer “which provider should I trust to deliver it?”

Select Salesforce Partners: What Does Select Status Actually Mean?

A Select Salesforce Partner is part of the current Salesforce Consulting Partner Program and has demonstrated the requirements needed to participate and perform within the Select tier.

But buyers should be careful not to interpret Select as “inexperienced” or “only suitable for small businesses.”

Partner tier is an overall program signal. It doesn't tell you everything about a firm's expertise in the Salesforce product, industry, or project type you are evaluating.

What Should You Evaluate in a Select Partner?

If you are considering a Select Partner, look beyond the tier and verify:

• Relevant Salesforce competencies

• Whether those competencies are Accredited or Expert

• Salesforce certifications relevant to your project

• Completed projects in the required Salesforce products

• Customer satisfaction and verified reviews

• Experience with similar project complexity

• Industry-specific delivery experience

• The consultants and architects assigned to your engagement

This matters more under Salesforce's competency-based model because expertise can be demonstrated at a much more specific level than the overall partner tier.

When Can a Select Partner Be the Right Choice?

A Select Partner may be a strong option when its specific experience closely matches your requirement.

For example, imagine you are comparing:

• Partner A: Summit Partner with broad Salesforce capabilities but limited evidence in your specific requirement.

• Partner B: Select Partner with relevant competency recognition and several successful projects closely matching your Salesforce product, industry, and scope.

The Summit designation is an important signal—but Partner B may still deserve serious consideration because its relevant delivery evidence is stronger for your particular project.

This is why partner selection should not become:

Summit = good

Select = bad

A better question is:

“What evidence does this partner have that it can successfully deliver the Salesforce outcome we need?”

Questions to Ask a Select Partner Before Hiring

Ask:

1. Which competencies do you hold that are relevant to our project?

2. Are those competencies Accredited or Expert?

3. How many comparable projects have you delivered?

4. Can you show verified customer feedback from similar engagements?

5. Who will actually work on our project, and what relevant experience do they have?

6. How will architecture, QA, deployment, and post-go-live support be handled?

If the answers are strong and supported by evidence, the Select designation alone should not automatically remove that partner from your shortlist.

Buyer takeaway: Evaluate Select Partners on relevance and evidence, not simply their position below Summit in the partner program.

Summit Salesforce Partners: What Does Summit Status Actually Tell You?

Summit is the highest tier in Salesforce's current Consulting Partner Program. It signals that a consulting partner has achieved Salesforce's highest overall program status.

For buyers, however, the important question is not simply whether a company has a Summit badge.

It is:

What evidence behind that status is relevant to your project?

Salesforce's current partner model places greater emphasis on specialization, customer outcomes, certifications, completed projects, and competency-level expertise. That makes Summit useful as a shortlisting signal, but not a substitute for project-specific evaluation.

When Should Summit Status Matter More?

Summit status can become particularly relevant when you are evaluating partners for:

• Large or business-critical Salesforce transformations

• Multi-cloud implementations

• Complex integrations and data architecture

• Salesforce programs involving multiple business units

• Data 360 and AI initiatives

• Agentforce projects

• Long-term Salesforce transformation roadmaps

These projects often require more than configuration or development. They can involve solution architecture, integration expertise, data strategy, security, QA, change management, governance, and ongoing optimization.

In those situations, a partner's ability to demonstrate delivery at scale becomes increasingly important.

But Summit Status Does Not Guarantee Project Fit

This is one of the most important distinctions in this guide.

A Summit badge does not automatically tell you:

• Whether the partner has deep expertise in your specific Salesforce product

• Whether it has worked in your industry

• Whether it has solved a problem similar to yours

• Which consultants will actually deliver your project

• How senior those consultants are

• Whether its delivery model fits your organization

• What outcomes comparable customers achieved

That evidence still needs to be evaluated separately.

What Should You Verify Before Hiring a Summit Partner?

Ask the partner to demonstrate:

Relevant competencies

Which Salesforce competencies directly match your requirement, and at what recognition level?

Comparable delivery experience

Can the partner show completed projects with similar Salesforce products, integrations, complexity, or industry requirements?

Customer evidence

What do verified customer reviews, CSAT, references, and project outcomes tell you?

The actual delivery team

Who will be the architect, consultant, developer, QA lead, and project owner assigned to your engagement?

Post-go-live capability

Who owns optimization, support, releases, integrations, and future roadmap requirements after implementation?

A Summit Partner vs a Better-Fit Partner

Consider this scenario:

Partner A is a Summit Partner with extensive overall Salesforce experience.

Partner B has highly relevant competency and delivery evidence for the exact Salesforce product and industry involved in your project.

Don't automatically select Partner A based solely on tier.

Instead, evaluate:

Tier + Relevant Competency + Similar Projects + Customer Outcomes + Delivery Team

If Partner A performs strongly across all five, Summit status becomes a powerful additional signal.

If it does not, the badge alone should not make the decision.

Buyer takeaway: Summit tells you something important about the partner's overall standing in Salesforce's ecosystem. Your buying decision should still be based on whether that expertise translates to your specific project.

Salesforce's 28 Competencies: Why They May Matter More Than the Tier

One of the most useful changes in Salesforce's FY27 Consulting Partner Program is the move from 170 Navigator distinctions to 28 competencies.

For buyers, competencies provide a more specific way to evaluate a partner's expertise than relying on the overall partner tier alone.

Salesforce evaluates competency performance using signals including relevant certifications, completed projects, and customer satisfaction (CSAT). Competencies can receive Accredited or Expert recognition based on demonstrated delivery capability. (salesforce.com)

Accredited vs Expert: What's the Difference?

Accredited

Signals demonstrated capability within a specific Salesforce competency.

Expert

Signals deeper, scaled delivery excellence supported by stronger evidence within that competency.

This distinction matters because two partners in the same overall tier can have very different strengths.

A Summit Partner may have Expert-level capability in one area while another partner may be stronger in the Salesforce product relevant to your project.

Match the Competency to Your Actual Project

Do not start by asking:

“How many Salesforce competencies does this partner have?”

Start with:

“Which competencies are relevant to what we are trying to implement?”

For example:

If Your Project Involves	Expertise You Should Verify
Sales transformation	Relevant Sales Cloud experience and competency evidence
Customer service transformation	Service Cloud expertise and comparable service projects
Marketing automation	Marketing Cloud expertise and relevant implementation evidence
Unified customer data	Data 360 expertise, data architecture and integration experience
AI agents	Agentforce expertise and evidence of real agent delivery
CPQ / revenue transformation	Revenue Cloud expertise
Customer or partner portals	Experience Cloud expertise
Field operations	Field Service expertise
Financial services	Relevant Salesforce product + financial-services industry experience
Healthcare	Relevant Salesforce product + healthcare/life-sciences experience

The point isn't to choose the partner with the most badges or competencies.

The goal is to find the partner whose demonstrated expertise most closely matches the Salesforce outcome you need.

Product Expertise Is Only One Part of the Evaluation

For complex implementations, also evaluate the capabilities surrounding the Salesforce product.

A Data 360 implementation, for example, may require more than product knowledge. It can involve:

• Data architecture

• Source-system integrations

• Identity resolution

• Data governance

• Security and access

• Activation strategy

• Ongoing data-quality management

Similarly, an Agentforce project may depend on the quality of the underlying data, integrations, business processes, governance, and testing—not simply the ability to configure an agent.

This is why competency + comparable project evidence is stronger than competency alone.

Questions to Ask About Salesforce Competencies

When interviewing a partner, ask:

1. Which competencies directly relate to our project?

2. Are you Accredited or Expert in those areas?

3. What completed projects support that competency?

4. Can you show customer outcomes or references from similar work?

5. Which members of our proposed delivery team have hands-on experience in that area?

6. What adjacent expertise will the project require beyond the core Salesforce product?

Buyer takeaway: Don't hire the partner with the most competencies. Hire the partner with the right competencies backed by relevant delivery evidence.

How Much Should Agentforce Expertise Matter When Choosing a Salesforce Partner?

Agentforce has become an important part of Salesforce's platform strategy, but not every Salesforce project should be evaluated primarily on Agentforce expertise.

If you are implementing a straightforward Sales Cloud solution, for example, relevant Sales Cloud delivery experience may matter more today than the number of AI projects a partner has completed.

But if Agentforce, AI automation, or unified customer data is part of your current project or near-term roadmap, the evaluation changes.

In that case, do not stop at:

“Are you an Agentforce-certified Salesforce partner?”

Ask:

“What Agentforce solutions have you actually delivered, and what business outcomes did they produce?”

Certification vs Real Agentforce Delivery

Certifications can demonstrate that consultants understand Salesforce technology.

They do not, by themselves, prove that a partner has successfully designed, deployed, governed, and optimized an AI agent in a production environment.

Real-world Agentforce delivery can require experience across:

• Business-process design

• Data readiness and grounding

• Salesforce integrations

• Agent instructions and actions

• Security and permissions

• Testing and guardrails

• Governance

• Performance monitoring

• Post-launch optimization

This is why delivery evidence should sit alongside certification and competency signals when AI is an important part of your project.

Don't Evaluate Agentforce Without Evaluating the Data Foundation

An AI agent is only as useful as the systems, data, permissions, and processes it can reliably work with.

If your Agentforce use case depends on customer information distributed across Salesforce and external systems, the partner may also need expertise in Data 360, integration architecture, data governance, and identity management.

For buyers, this creates an important evaluation question:

Does the partner understand only Agentforce configuration, or can it also address the data and architecture required to make the agent useful in production?

6 Questions to Ask a Salesforce Partner About Agentforce

If AI is part of your Salesforce roadmap, ask:

1. What Agentforce use cases have you taken into production?

Ask for projects relevant to your intended use case—not simply demonstrations or internal proofs of concept.

2. What measurable business outcome was the agent designed to improve?

Look for outcomes such as service resolution, employee productivity, lead qualification, response times, or another metric relevant to the use case.

3. How do you assess data readiness before implementation?

The partner should be able to explain how it evaluates the data sources, quality, access, and integrations required by the agent.

4. How do you approach security and AI governance?

Ask how permissions, sensitive data, testing, guardrails, human escalation, and ongoing governance will be handled.

5. How will the agent be tested before production?

A credible answer should go beyond “we test it” and explain scenarios, expected behaviors, exceptions, and acceptance criteria.

6. What happens after go-live?

Ask who monitors agent performance, analyzes failures, updates instructions/actions, and optimizes the solution as business requirements change.

When Agentforce Expertise Should Carry More Weight

Give Agentforce delivery experience significantly more weight when your project involves:

Agentforce implementation → High relevance

Data 360 + Agentforce → High relevance

AI-powered service or sales workflows → High relevance

Multi-cloud transformation with AI roadmap → Medium to high relevance

Standard Salesforce implementation with no near-term AI requirement → Lower immediate relevance

The important point is not to hire an AI-focused partner for every Salesforce project.

It is to make sure the partner's expertise matches where your Salesforce environment is going—not simply the technology receiving the most attention today.

Buyer takeaway: If Agentforce matters to your roadmap, verify production experience + data readiness + governance + measurable outcomes, not certification alone.

Select vs Summit Salesforce Partners: Which Is Right for Your Project?

The difference between Select and Summit should not be interpreted as “basic partner vs good partner.”

The better way to use the tiers is to combine the partner's overall Salesforce status with evidence relevant to your specific project.

Use this comparison as a starting point:

What to Compare	Select Partner	Summit Partner	What the Buyer Should Do
Salesforce program tier	Current Salesforce Consulting Partner tier	Highest current Consulting Partner tier	Verify current status rather than relying on old Gold, Platinum, Ridge, or Crest terminology
Project-specific expertise	Can vary significantly by partner	Can vary significantly by partner	Check relevant competencies and comparable projects
Competency level	Verify Accredited/Expert recognition where relevant	Verify Accredited/Expert recognition where relevant	Do not assume overall tier equals expertise in every Salesforce product
Customer evidence	Review CSAT, completed projects and customer reviews	Review CSAT, completed projects and customer reviews	Prioritize evidence from projects similar to yours
Industry experience	Must be evaluated separately	Must be evaluated separately	Ask for relevant industry projects and references
Delivery team	Must be verified before engagement	Must be verified before engagement	Interview or review the actual team proposed for your project
Agentforce / AI	Evaluate when relevant to the project	Evaluate when relevant to the project	Ask for production experience rather than relying on certification alone
Complex transformations	Evaluate delivery capacity and relevant experience	Overall Summit standing may provide an additional signal	Verify architecture, integration, governance and program-management capability
Pricing	Depends on partner, location, team and scope	Depends on partner, location, team and scope	Compare total project value and delivery risk—not tier alone
Best fit	Depends on requirement	Depends on requirement	Choose based on evidence of fit, not the badge alone

Working with a Select Partner

Working with a Summit Partner

When a Select Partner May Be Enough

A Select Partner deserves serious consideration when:

• Your scope is clearly defined.

• It has strong experience in the Salesforce product you need.

• Relevant competency and certification evidence is available.

• It can demonstrate comparable successful projects.

• The proposed delivery team matches your requirements.

• Its delivery and support model fits your organization.

For example, a Select Partner with deep Service Cloud experience may be a stronger choice for a focused Service Cloud project than a Summit Partner whose strongest experience lies elsewhere.

When Summit Status May Carry More Weight

Summit status can become a stronger evaluation signal when your Salesforce program involves:

• Multiple Salesforce products

• Complex enterprise integrations

• Large-scale data transformation

• Multiple business units or geographies

• Business-critical Salesforce operations

• Agentforce and Data 360 initiatives

• Long-term transformation programs

Even then, verify the competencies, customer evidence, and actual delivery team behind the Summit designation.

The Question That Should Decide Your Shortlist

Do not ask only:

“Which partner has the higher Salesforce tier?”

Ask:

“Which partner has the strongest verified evidence that it can successfully deliver our specific Salesforce requirement?”

Select vs Summit should help narrow your evaluation. It should not make the final decision for you.

The 6-Factor Framework for Choosing a Salesforce Partner

Salesforce tier can help you build a shortlist. It should not make the final decision.

Before signing with a Select or Summit Partner, evaluate six factors together: Requirement Fit, Competency, Evidence, Team, Delivery Model, and Long-Term Ownership.

1. Start With Requirement Fit

Before comparing partners, define what you actually need Salesforce to accomplish.

Clarify:

• Salesforce products involved

• Business processes being transformed

• Required integrations

• Data migration or architecture needs

• Industry-specific requirements

• AI or Agentforce requirements

• Expected timeline

• Post-launch support requirements

This prevents a common mistake: choosing the partner first and trying to fit the project around its strengths later.

2. Match Competencies to the Project

Once the requirement is clear, evaluate the Salesforce expertise directly related to it.

Do not ask only:

“How many Salesforce certifications or competencies do you have?”

Ask:

“Which of your competencies and certifications are relevant to our project?”

For a Service Cloud transformation, Service Cloud delivery evidence matters.

For Data 360 + Agentforce, evaluate data architecture, integrations, governance, and AI delivery experience alongside the relevant Salesforce expertise.

Relevance matters more than badge count.

3. Verify Delivery Evidence

Now ask the partner to prove it has delivered similar work.

Look for:

• Comparable Salesforce projects

• Relevant case studies

• Verified AppExchange reviews

• Customer references

• CSAT evidence where available

• Measurable project outcomes

• Experience at similar complexity and scale

A partner saying “we have implemented Salesforce hundreds of times” is less useful than showing what happened on projects similar to yours.

Ask:

“Show us two or three projects that most closely resemble what we are trying to achieve.”

4. Evaluate the Actual Delivery Team

One of the most important questions is often asked too late:

Who will actually work on our project?

Before signing, understand the proposed:

• Solution architect

• Functional consultant

• Salesforce developer

• Integration specialist

• QA resources

• Project manager

• Data or AI specialists, where required

Then evaluate their relevant certifications, project experience, responsibilities, availability, and involvement throughout the engagement.

You are not hiring a partner badge. You are hiring the team behind it.

5. Examine the Delivery Model

Two partners with similar credentials can deliver projects very differently.

Ask how the partner handles:

Discovery → Solution Design → Development → Testing → Deployment → Training → Go-Live → Optimization

Also clarify:

• Who owns requirements?

• How are scope changes managed?

• How often will you receive project updates?

• Who approves architecture?

• How is QA handled?

• How are risks escalated?

• What documentation will be delivered?

• How will knowledge transfer work?

A strong partner should be able to explain its delivery process before the project starts—not after something goes wrong.

6. Evaluate Long-Term Ownership

Finally, look beyond go-live.

Ask:

• Who supports Salesforce after launch?

• Who owns unresolved issues?

• How are Salesforce releases handled?

• Who maintains custom development and integrations?

• Is ongoing optimization available?

• How will knowledge be transferred to your internal team?

• What happens if the project team changes?

A successful implementation can still become difficult to maintain if ownership disappears after deployment.

The Final Evaluation

Before choosing a partner, you should be able to answer six questions:

FIT — Do they understand our actual requirement?

COMPETENCY — Do they have relevant Salesforce expertise?

EVIDENCE — Have they successfully delivered comparable work?

TEAM — Are the right people actually assigned to us?

DELIVERY — Is there a credible process for getting from discovery to go-live?

OWNERSHIP — Who remains accountable after launch?

If one of these is weak, a higher Salesforce tier does not automatically compensate for it.

Buyer takeaway: Use Salesforce tier to shortlist. Use fit, competency, evidence, team, delivery, and ownership to make the final decision.

📋 Free Download: Salesforce Partner Evaluation Checklist (2026)

Everything in this guide, condensed into a one-page checklist you can use when interviewing any Salesforce partner.

Download the Checklist → (Sent to your email within minutes)

What Real Salesforce Projects Reveal About Partner Selection

Salesforce tier and competencies can help you build a shortlist. But real projects reveal something those signals cannot show on their own: whether the partner can translate Salesforce expertise into a working business outcome.

The following examples illustrate why buyers should evaluate the requirement, delivery team, relevant expertise, and outcomes together.

When Multi-Cloud Expertise Mattered More Than the Badge

THE BUSINESS REQUIREMENT

A luxury real estate company needed Salesforce to connect its sales and marketing operations better and make it easier for teams to match customer requirements with available inventory.

This was not simply a CRM configuration project. The requirement involved both Sales Cloud and Marketing Cloud, meaning the partner needed to understand how multiple Salesforce capabilities would work together around the customer's business process.

THE DELIVERY APPROACH

A three-person Codleo team handled the complete setup of Sales Cloud and Marketing Cloud.

The engagement focused on configuring Salesforce around the company's sales and marketing requirements rather than treating each cloud as an isolated implementation.

THE OUTCOME

According to the client's verified Clutch review, the Salesforce implementation made it easier for the business to match client requirements with available inventory.

The client rated Codleo:

• 5/5 — Quality

• 5/5 — Cost/Value

• 5/5 — Willingness to Refer

and highlighted the team's professionalism and dedication.

PARTNER-SELECTION LESSON

If your project spans multiple Salesforce products, don't ask only:

“What tier is the partner?”

Ask:

“Can the proposed team show that it has successfully connected these Salesforce products around a real business process before?”

When Ongoing Salesforce Complexity Required Broader Technical Capability

THE BUSINESS REQUIREMENT

A large AI transformation company already had Salesforce in place but needed ongoing support, improvements to its Salesforce data architecture, and help addressing accumulated technical debt.

The requirement also included assistance with implementing Agentforce.

THE DELIVERY APPROACH

A 2–5 person Codleo team worked on ticket-based Salesforce development and support.

The engagement included improvements to resource-flow architecture, cleanup of legacy customizations and technical debt, and assistance with Agentforce implementation.

This meant the requirement went beyond a single Salesforce skill. It involved ongoing development, data architecture, platform optimization, and emerging AI capabilities.

THE OUTCOME

According to the client's verified review, the work resulted in:

30% improvement in data accuracy

90+ Apex classes cleaned

10 custom objects addressed

Simplified Salesforce processes

The client also reported that work was often completed in less time than initially estimated and rated Codleo 5/5 for value for cost.

PARTNER-SELECTION LESSON

For complex or evolving Salesforce environments, evaluate whether the partner can provide the combination of skills your roadmap requires, not simply whether it has an AI certification or a high partner tier.

Why These Examples Matter

Notice what actually helps evaluate the partner in these examples:

Requirement → Relevant Expertise → Delivery Team → Execution → Outcome

Not simply:

Partner Tier → Hire

That distinction becomes increasingly important as Salesforce's competency model gives buyers more ways to evaluate specialized expertise.

A tier can tell you where a company sits within Salesforce's partner ecosystem.

Real delivery evidence tells you whether that expertise has translated into outcomes similar to the ones you need.

Salesforce Partner Evaluation Scorecard: Compare Partners Beyond the Tier

Once you have shortlisted Salesforce partners, use this scorecard to compare them on evidence that is relevant to your project—not simply on Select or Summit status.

Score each partner from 1 to 5 for every factor.

Evaluation Factor	What to Verify	Score
Project Fit	Does the partner clearly understand your business problem, scope, Salesforce products, integrations, and expected outcomes?	/5
Relevant Competency	Does it have Salesforce competencies that directly match your project? Check Accredited or Expert recognition where available.	/5
Comparable Projects	Can it demonstrate completed Salesforce projects similar to your requirement, complexity, or industry?	/5
Customer Evidence	Are relevant CSAT, verified reviews, references, or measurable customer outcomes available?	/5
Delivery Team	Can you evaluate the architects, consultants, developers, and specialists who will actually work on your project?	/5
Delivery Process	Is there a clear approach for discovery, architecture, development, QA, deployment, training, and risk management?	/5
Industry Experience	Does the partner understand your industry's workflows, data requirements, regulations, or operating model, where relevant?	/5
Integration & Data Capability	Can it handle the integrations, migration, data architecture, security, and governance your project requires?	/5
Post-Go-Live Ownership	Is responsibility for support, optimization, releases, documentation, and knowledge transfer clearly defined?	/5
Commercial Fit	Are scope, pricing, assumptions, responsibilities, change requests, and expected outcomes clearly defined?	/5

How to Interpret the Score

41–50: Strong Fit

The partner appears well aligned with your requirements. Move into deeper reference checks, delivery-team validation, and commercial due diligence.

31–40: Potential Fit

The partner may be suitable, but investigate weaker areas before deciding.

21–30: Significant Gaps

Important evidence may be missing. Ask the partner to substantiate its capabilities before moving forward.

20 or Below: Reconsider the Shortlist

The partner may not currently demonstrate enough relevant evidence for the project.

One Rule: Don't Add Points Just Because a Partner Is Summit

A Summit designation is valuable information, but do not automatically award a higher score simply because one partner is Summit and another is Select.

Instead, score what matters to your specific project.

For example:

Summit Partner

• Relevant competency: 2/5

• Comparable projects: 2/5

• Proposed team: 3/5

should not automatically beat:

Select Partner

• Relevant competency: 5/5

• Comparable projects: 5/5

• Proposed team: 5/5

The reverse can also be true. A Summit Partner that combines its top-tier status with highly relevant competencies, strong customer outcomes, comparable projects, and an experienced delivery team can become an extremely strong candidate.

The purpose of the scorecard is not to downgrade Summit or promote Select. It is to separate partner status from project fit.

Salesforce Already Gives You Some of This Evidence

You do not have to rely entirely on what a consulting firm says on its own website.

Salesforce's consulting-partner listings can display competency information including:

• Competency Level → Expert or Accredited

• Eligible Projects → relevant verified project activity

• Average CSAT → customer satisfaction from completed engagements

• Certifications → aligned credentials held by the partner's team

Salesforce states that this competency data is calculated from registered project work, certifications, and customer satisfaction surveys rather than manually entered by the consulting partner.

Salesforce also explains that verified project reviews can originate from the customer contact associated with a completed project and be published on the partner's listing.

So before signing with a partner, cross-check the claims in the proposal against Salesforce's own partner listing and available customer evidence.

7 Red Flags to Watch for Before Choosing a Salesforce Partner

A Salesforce partner can have an impressive website, certifications, and even a strong partner tier—but those signals should not replace proper due diligence.

Before signing a Salesforce consulting agreement, watch for these seven warning signs.

1. They Cannot Show Projects Similar to Yours

General Salesforce experience is useful. Relevant Salesforce experience is more useful.

If you need a Service Cloud transformation involving ERP integrations, ask for projects involving similar products, integrations, complexity, and business requirements.

Be cautious if every answer stays at:

“We have implemented Salesforce for hundreds of customers.”

Ask instead:

“Show us the two or three completed projects most similar to ours and explain what your team actually delivered.”

Salesforce's AppExchange competency listings can provide useful supporting evidence because they expose signals such as eligible projects, competency levels, certifications, and CSAT.

2. You Meet the Sales Team—but Not the Delivery Team

The people selling the engagement may not be the people delivering it.

Before signing, understand who will actually serve as your:

• Solution architect

• Functional consultant

• Salesforce developer

• Integration specialist

• QA lead

• Project manager

• Data or AI specialist, where required

Ask about their experience, certifications, responsibilities, location, availability, and expected involvement.

A strong company profile does not automatically guarantee the right project team.

3. Certifications Are Used as a Substitute for Outcomes

Certifications are valuable evidence of Salesforce knowledge.

But:

“We have 500 certifications”

does not answer:

“Have you successfully delivered what we need?”

Evaluate certifications alongside relevant competencies, completed projects, customer satisfaction, references, and measurable outcomes.

Salesforce itself surfaces these signals together on consulting-partner competency listings rather than treating certification count as the only indicator of expertise.

4. The Proposal Is Surprisingly Cheap, but the Scope Is Vague

The lowest proposal is not necessarily the lowest-cost project.

Be careful when a proposal contains an attractive fixed price but leaves important areas unclear, such as:

• Integrations

• Data migration

• Testing

• Training

• Documentation

• Deployment

• Change requests

• Post-go-live support

Before comparing prices, make sure you are comparing the same scope, assumptions, responsibilities, and deliverables.

A low initial price can become irrelevant if important requirements appear later as change requests.

5. Delivery Governance Is Unclear

Before kickoff, you should understand:

• Who owns requirements?

• Who approves architecture?

• How often will project status be reported?

• How are risks escalated?

• Who approves changes in scope?

• Who makes the final go-live decision?

If those answers are unclear before the project starts, accountability can become even less clear when the project encounters problems.

Salesforce's own partner-selection guidance recommends agreeing on objective evaluation criteria before choosing an implementation partner.

6. Customer Evidence Cannot Be Independently Verified

A polished case study is useful, but look for evidence outside the partner's own marketing materials as well.

Check:

• Salesforce AppExchange

• Verified project reviews

• Customer references

• Relevant CSAT where available

• Independent review platforms

Salesforce explains that its CSAT process is triggered when a consulting project is marked completed, and customers can choose to have their project review published as a Verified Review on the consultant's AppExchange listing.

This makes independently verifiable customer evidence particularly useful during partner evaluation.

7. Nobody Can Clearly Explain What Happens After Go-Live

A partner should be able to explain what happens after deployment.

Ask:

• Who handles production issues?

• What support period is included?

• Who owns integrations?

• How are Salesforce releases managed?

• What documentation will be provided?

• How will knowledge be transferred?

• Can the partner continue optimization if required?

If the answer is simply:

“We can discuss support after implementation,”

you may be creating an ownership gap before the project has even started.

One Red Flag Should Trigger a Question—not an Automatic Rejection

Not every concern means you should immediately eliminate a partner.

Instead, use red flags to identify where you need additional evidence or clarification.

A credible partner should be comfortable explaining its delivery model, introducing the proposed team, showing relevant project evidence, clarifying commercial assumptions, and discussing what happens when a project does not go exactly as planned.

Buyer takeaway: Don't evaluate how confidently a Salesforce partner sells. Evaluate how clearly it can prove, explain, and take ownership of delivery.

10 Questions to Ask a Salesforce Partner Before You Sign

By the time you reach a proposal or Statement of Work, you should be evaluating more than certifications, tier, and price.

The questions below can help reveal whether the partner's expertise, delivery model, and proposed team actually fit your Salesforce project.

1. What Projects Have You Delivered That Are Most Similar to Ours?

Do not settle for a list of well-known clients.

Ask the partner to show two or three projects similar to yours in terms of Salesforce products, integrations, industry, complexity, and business objectives.

Then ask:

What did your team deliver, what challenges did you encounter, and what changed for the customer after implementation?

2. Which Salesforce Competencies Are Relevant to Our Project?

The number of competencies matters less than their relevance.

Ask which competencies directly align with your requirement and whether the partner holds Accredited or Expert recognition where applicable.

Salesforce's current Partner Finder also lets buyers evaluate partners by competencies, credentialed people, recent projects, and ratings.

3. Who Will Actually Work on Our Project?

Ask to see the proposed delivery structure before signing.

Understand who will serve as the:

• Solution architect

• Functional consultant

• Developer

• Integration specialist

• QA resource

• Project manager

• Data or AI specialist, where required

Then ask:

“Will these be the people assigned after the contract is signed?”

4. What Will You Need From Our Internal Team?

A Salesforce project is rarely delivered by the consulting partner alone.

Clarify who on your side needs to participate in discovery, requirements, data cleansing, testing, approvals, training, and change management.

Salesforce's own partner-selection guidance recommends defining what the customer team will own and realistically assessing its knowledge, availability, and experience before selecting a partner.

5. How Will You Handle Scope Changes?

Salesforce projects evolve.

Ask:

• What is included in scope?

• What assumptions does the proposal make?

• What triggers a change request?

• How will additional cost be calculated?

• Who approves scope changes?

• How will timeline impact be communicated?

You want to understand the change process before the first change occurs.

6. How Will You Manage Integrations, Data and Technical Risk?

If Salesforce needs to connect with ERP, marketing, finance, data platforms, or other business systems, ask for relevant integration experience.

For complex projects, also ask:

What technical risks have you identified already?

A strong partner should be willing to discuss potential problems—not just demonstrate Salesforce features.

7. How Will We Know the Project Is Successful?

Do not define success only as:

“Salesforce went live.”

Agree on measurable outcomes before implementation begins.

Depending on the project, these might include:

• User adoption

• Data accuracy

• Lead response time

• Case resolution time

• Process automation

• Forecast visibility

• Reduced manual work

• Another business-specific KPI

The implementation should clearly define business success, not just technical completion.

8. Can We Speak With Customers Who Had Similar Requirements?

Ask for references relevant to your project—not simply the partner's happiest or largest customers.

Where available, independently cross-check customer evidence through Salesforce AppExchange.

Salesforce's CSAT process can generate Verified Project Reviews from customer contacts associated with completed consulting projects, giving buyers another source of project-specific evidence.

9. What Happens If the Project Starts Going Off Track?

This question can reveal more than asking:

“How do you ensure projects succeed?”

Ask:

• How are risks identified?

• Who receives escalation?

• How frequently is project health reviewed?

• Who has authority to make corrective decisions?

• How are timeline or budget risks communicated?

You are evaluating how the partner behaves when delivery becomes difficult—not only when everything goes according to plan.

10. What Happens After Go-Live?

Before signing the implementation agreement, clarify:

• Hypercare period

• Production support

• Documentation

• Knowledge transfer

• Integration ownership

• Release management

• Enhancement requests

• Ongoing optimization

• Support SLAs, if applicable

The goal is to avoid reaching go-live and discovering that nobody clearly owns Salesforce from day one onward.

One Final Question Worth Asking

At the end of the evaluation, ask each shortlisted partner:

“Based on what you know about our project, where do you think the biggest delivery risk is—and what would you do about it?”

A strong answer should be specific to your project.

If every answer sounds like a sales pitch, you probably still need more evidence before signing.

What Real Salesforce Delivery Teaches Us About Choosing a Partner

Partner tiers, competencies, and certifications are useful signals—but Salesforce projects rarely succeed on credentials alone. The real test is whether a partner can apply the right combination of product expertise, architecture, integrations, industry knowledge, and delivery capability to the business problem.

Looking across real Salesforce engagements, three lessons stand out for buyers evaluating a consulting partner.

1. Complex Salesforce Projects Often Extend Beyond Salesforce

In one engagement, a global SaaS and hospitality business operated with multiple Salesforce orgs alongside disconnected systems, including Jira, Slack, and ERP platforms.

The challenge was not simply configuring another Salesforce feature. The environment required Salesforce org consolidation, process standardization, system integration, and adoption across connected business workflows.

Codleo consolidated the Salesforce environment and connected Salesforce to the surrounding technology ecosystem. The resulting environment improved collaboration, streamlined processes such as order-to-cash, and supported faster adoption.

What buyers should learn

For a complex Salesforce transformation, asking “Are you a Summit Partner?” is not enough.

Also ask:

• Have you handled Salesforce org consolidation?

• What integration experience does the proposed team have?

• Who will own solution architecture?

• How will data and processes move between Salesforce and external systems?

• How will users transition to the new environment?

The more connected your Salesforce environment is, the more important architecture and integration experience becomes.

2. Multi-Cloud Projects Require the Right Combination of Specialists

A financial-services organization required more than a single Salesforce product.

The engagement involved capabilities across Marketing Cloud and Service Cloud, alongside Agent Console, Omni-Channel, cloud telephony, website and WhatsApp integrations, automation, reporting, and financial workflows.

A project like this illustrates why simply counting Salesforce certifications can be misleading.

The real requirement is having the right combination of expertise available at the right stages of delivery.

What buyers should learn

If your roadmap spans multiple Salesforce products, ask the partner:

“Who specifically owns each part of the solution?”

A strong proposal should make it clear who is responsible for architecture, functional design, development, integrations, data, testing, and deployment.

For multi-cloud projects, evaluate the delivery team as a system—not individual credentials in isolation.

3. Industry Experience Matters When Salesforce Must Reflect Real Business Workflows

In a manufacturing engagement, the Salesforce requirement extended into the organization's sales-to-order lifecycle, supplier information, quotation processes, approvals, documents, and connected systems.

Codleo's work included Sales Cloud, Supplier360, quotation and document automation, system integrations, and approval workflows.

The reported outcome included faster order processing, better supplier visibility, reduced manual work, and improved collaboration across departments.

What buyers should learn

Salesforce product expertise and industry understanding solve different parts of the problem.

A consultant may understand how Sales Cloud works technically but still need to understand how your organization handles:

Lead → Opportunity → Quote → Approval → Order → Fulfilment

or whatever workflow is specific to your business.

When industry processes are central to the implementation, ask for projects where the partner has solved similar operational problems, not simply worked with another company carrying the same industry label.

The Pattern Across These Projects

These projects are different, but they reveal a consistent partner-selection principle:

Technology Fit → Relevant Expertise → Delivery Team → Business Process Understanding → Execution → Outcome

That is why Salesforce partner tier should be treated as one layer of due diligence rather than the complete decision.

A higher tier can provide an important signal about a partner's overall standing in the Salesforce ecosystem. Competencies can provide more specific evidence of specialization.

But before signing, buyers should still ask:

“Can this partner show that the team assigned to us has successfully handled the combination of Salesforce products, integrations, business processes, and complexity our project requires?”

If the answer is supported by relevant projects and customer evidence, you have a much stronger reason to shortlist the partner than the badge alone.

What Salesforce Partner Tier Does — and Does Not — Tell You

Salesforce partner tier is a useful credibility signal, but buyers can easily give it more weight than it deserves.

A tier can help you understand a consulting firm's overall standing within the Salesforce Partner Program. It can't answer every question that determines whether that partner is right for your project.

What Partner Tier Can Tell You

Depending on the current Salesforce program criteria, tier can indicate the partner's overall participation and performance within the Salesforce ecosystem.

For buyers, that makes Select or Summit status useful during initial shortlisting.

But shortlisting and selecting are two different decisions.

What Partner Tier Does Not Tell You

A Select or Summit badge alone does not tell you:

• Whether the partner has successfully delivered your specific Salesforce product

• Whether it understands your industry's workflows

• Whether it has handled integrations similar to yours

• Whether its strongest competencies match your requirements

• Which architects and consultants will work on your project

• How much experience the proposed team has

• How the partner manages scope, QA, risks, and deployments

• Whether comparable customers achieved measurable outcomes

• How Salesforce will be supported after go-live

That information requires separate due diligence.

Think of Partner Selection as Three Layers

A better way to evaluate a Salesforce consulting partner is to separate the decision into three layers:

LAYER 1 — CREDIBILITY

Partner Tier + Salesforce Ecosystem Standing

Use this to establish whether the provider has credible standing within Salesforce's partner ecosystem.

↓

LAYER 2 — CAPABILITY

Relevant Competencies + Certifications + Comparable Projects

Use this to determine whether the partner has the expertise required for your particular Salesforce project.

↓

LAYER 3 — DELIVERY CONFIDENCE

Proposed Team + Customer Outcomes + Delivery Process + Post-Go-Live Ownership

Use this to determine whether that expertise is likely to translate into successful execution for your organization.

Why This Distinction Matters

Imagine two Summit Partners competing for the same project.

Both have the same tier.

But one has relevant Expert-level competency, several comparable projects, strong customer evidence, and an experienced proposed delivery team.

The other does not.

Their badges may look identical.

Their suitability for your project is not.

The same principle applies when comparing Select and Summit Partners.

Partner tier establishes credibility. Relevant evidence establishes fit. The delivery team establishes confidence.

 Final Decision: Select or Summit — Which Salesforce Partner Should You Choose?

There is no universal rule that every business should choose a Summit Partner or that a Select Partner is sufficient for every project.

The right decision depends on the complexity of your Salesforce environment, the expertise your project requires, and the evidence each partner can provide.

Consider a Select Partner When:

A Select Partner may deserve a place on your shortlist when:

• Your project scope is clearly defined.

• The partner has strong expertise in the Salesforce products you need.

• You can verify relevant competencies and certifications.

• It can demonstrate successful projects similar to yours.

• The proposed delivery team has relevant experience.

• Its delivery and support model fits your requirements.

Give Summit Status More Weight When:

Summit status may become a stronger signal when your project involves:

• Enterprise-scale Salesforce transformation

• Multiple Salesforce clouds

• Complex integrations or data architecture

• Multiple business units or geographies

• Business-critical Salesforce operations

• Data 360 and Agentforce initiatives

• Significant customization

• Long-term Salesforce transformation programs

But even in these situations, Summit should strengthen the evaluation—not replace it.

Verify the competencies, projects, customer evidence, architecture capability, and people who will actually deliver the engagement.

The Simple Rule

If you remember only one thing from this guide, make it this:

Don't choose a Salesforce partner because of the badge. Choose the partner that can prove it has the right expertise, team, delivery experience, and ownership model for the outcome you need.

Use:

• Partner Tier to establish credibility.

• Competencies to evaluate specialization.

• Comparable Projects to verify experience.

• Customer Outcomes to validate delivery.

• The Proposed Team to evaluate execution capability.

• Delivery & Support Model to understand long-term ownership.

When those signals align, you have a much stronger basis for choosing a Salesforce partner.

Looking for a Salesforce Partner for Your Next Project?

Choosing between Salesforce partners becomes easier when you evaluate them against your actual requirements rather than their badges alone.

Codleo Consulting is a Salesforce Summit Partner supporting organizations across Salesforce consulting, implementation, integration, development, managed services, and AI-led transformation.

But before recommending a solution, the first question should be whether the partner's expertise actually fits what you are trying to achieve.

Whether you are planning a new Salesforce implementation, improving an existing environment, connecting multiple systems, or exploring Data 360 and Agentforce, start by defining the requirement and identifying the capabilities your project genuinely needs.

Discuss Your Salesforce Requirements

Codleo is a verified Salesforce Summit Partner with completed projects across the US. Check our AppExchange listing before you call.