To Top

Apply Now

ENTER THE REQUIRED FIELD.
Salesforce Consulting Services

SKILLS NEEDED TO BE A SALESFORCE CONSULTANT

Publish date:

“The best yardstick for our progress is no other people, but ourselves. Am I better than I was yesterday? This is the only question worth asking. As long as you go to bed at night a better practitioner than the one who woke up that morning, you have succeeded. Your worth should have nothing to do with how your progress stacks up relative to another.” ―  Quote by Chris Matakas, Author of “ My Mastery: Continued Education Through Jiu Jitsu “. 

If you are a Salesforce admin and planning to up-skill to become a consultant, there are some core skills that you need to have or need to inculcate to succeed in this position.

In this blog, we shall look at 5 such skills required to be a good Salesforce consultant. Let’s read about them. 

  • Business empathy – Empathy is as we all know defined as the ability to comprehend and share the feelings of another person or for that matter a living creature. Taking it further in the realm of work and corporate jargon, business empathy is a core skill needed to be a consultant. This means the ability to understand the business from the perspective of the client/person.  Business empathy is a skill that may not be innate in some people but honed over time.  This can be honed especially when interacting with clients and other business associates.

  • Ability to gather needs & requirements – Another crucial skill for a consultant working with a Salesforce Consulting Partner is the ability to collate the requirements of the exact needs & requirements. Without precise requirements, the project can get derailed and end up on the wrong track which no one wants. An ideal consultant is precise in collating clear and accurate requirements that the customer agrees with, so the project is implemented smoothly.

  • Communication – Communication covers verbal, non-verbal, and written communication skills. This is a skill that is considered intuitive and partly acquired.  Written communication is crucial to the role while verbal is what distinguishes you from your colleagues in the industry. Communication needs to be articulate, simple, and clear, whether verbal or written so that it is understood by all concerned.

  • Manage relationships – The ability to manage relationships with all stakeholders and their expectations is another important skill, a good consultant must have in their kitty.  While working for a Salesforce Consulting Partner, it is important to ensure that the expectations of the clients are met effectively and a key to this is smart communication. Do remember it best to under–promise and over-deliver to a client than the other way around. 

  • Bring value to your work – As a salesforce consultant, one among lakhs worldwide, what will make you stand out? What will set you apart from the herd? It is the additional value you bring to the job. The combined collective of your experiences, knowledge, and intelligence and application of that to your client's requirements, you add value, which translates into good solutions, enhanced outcomes, and customer delight. 

Must read - ROLES AND RESPONSIBILITIES OF SALESFORCE CONSULTING PARTNERS

Also, if you are looking for Salesforce Consultants, you may contact Codleo, one of the best Salesforce Partners for implementing your Salesforce.

About the Author

author
Rahul Ray

Rahul is a seasoned consultant in travel, transport and hospitality sector subject matter expert with over 20 years of experience and constantly challenging himself to re-define travel distribution and channels, Dedicated Son, Love Nature and Politics both

Recent Posts

Salesforce Integration Services

Ultimate Guide to Salesforce Int...

Explore the ultimate 2026 guide to Salesforce integration—learn how to connect systems, boost productivity, and simplify workflows effectively....

Salesforce App Development

Salesforce App Development: A Co...

Salesforce app development in 2026, explained simply. Learn how to build custom apps that support your team and actually help you get work done....

Salesforce Integration Services

Salesforce License Optimization:...

Paying too much for Salesforce licenses in 2026? Learn simple license optimization strategies to trim waste, align users with needs, and save up to 30...

Salesforce Integration Services

QuickBooks and Salesforce Integr...

Explore how QuickBooks and Salesforce integration in 2026 empowers teams with unified data, automated insights, and better decision‑making....

Salesforce Managed Services

Salesforce Managed Services Expl...

Explore Salesforce Managed Services in 2026—learn how proactive support, continuous optimization, and expert guidance drive smarter growth and effic...

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

WE PROVIDE THE FOLLOWING
SALESFORCE® CRM SERVICES

Business Consulting Icon

Salesforce®
Consulting Services

Our team of certified Salesforce consultants partner with you to leverage the potential of Salesforce multiverse. Our Salesforce Consulting Services is based on an in-depth analysis of your business, its processes and workflows, consultations with all stakeholders as well as identification of issues and definitive business goals.

Salesforce®
Consulting Services

Business Consulting Icon
Cloud Services Icon

Salesforce®
Implementation Services

Implementing a Salesforce project from scratch requires an experienced hand to ensure that it meets a company’s business goals. It also ensures that Salesforce Implementation Services project runs smoothly & seamlessly. Our Salesforce Implementation Services conforms to the highest standards and best practices.

Salesforce®
Implementation Services

Cloud Services Icon
Digital Marketing Icon

Salesforce®
Integration Services

Our Salesforce Integration Services delivers a smooth integration with business tools as diverse as WhatsApp, Jira and Quickbooks. Our expertise delivers an integrated tool that enhances productivity and lowers time spent on switching between screens. Salesforce Integration Services ensure a seamless experience, like silk.

Salesforce®
Integration Services

Digital Marketing Icon
Data Analytics Icon

Salesforce®
Support Services

Our comprehensive Salesforce Support Services cover correcting issues, integrating custom features, fixing bugs, training to end users and so on. Our expertise ensures a robust org and its superior performance. Daily org management, issue resolution, upgrades, and enhancements can be challenging for non-Salesforce experts.

Salesforce®
Support Services

Data Analytics Icon
Mobility Solutions Icon

Salesforce®
Lightning Migration

We carry out a seamless Salesforce Lightning Migration so that your org is up to speed with the latest and greatest that Salesforce Inc has to offer. Experts with years of migration experience behind them carry out this process with care and due diligence. Time to migrate from Salesforce Classic to Lightning for businesses.

Salesforce®
Lightning Migration

Mobility Solutions Icon
Application Development Icon

Salesforce®
Development Services

Our Salesforce Development Services empower businesses to customize, enhance, and optimize their Salesforce org to meet unique requirements. Whether you need custom applications, automation, integrations, or enhancements, our team of Salesforce experts ensures seamless development solutions.

Salesforce®
Development Services

Salesforce Development Services Icon
Blockchain Platform Icon

Salesforce Data Cloud
+ AI + Tableau

Combine the power of Salesforce Data Cloud, AI, and Tableau to turn raw data into actionable insights. From data unification to intelligent predictions and stunning visual dashboards, this trio empowers businesses to make faster, smarter, and more strategic decisions.

Salesforce Data Cloud
+ AI + Tableau

Blockchain Platform Icon
Blockchain Platform Icon

Salesforce® Marketing
Cloud Staffing Services

Salesforce Marketing Cloud is the tool every marketing team needs in its tech stack. Every business can also do with Salesforce Marketing Cloud Staffing Services that ensure that the tool is leveraged to its maximum to deliver the goods. Certified specialists ensure winning campaigns.

Salesforce® Marketing
Cloud Staffing Services

Blockchain Platform Icon
Robotic Process Automation Icon

Salesforce®
CRM Health Check

Salesforce CRM Health Check throws up many a surprise and is an eye opener for most businesses. Our comprehensive report details the lacunas and the remedial measures that need to be taken immediately. It’s a health check that does wonders for businesses in their quest for enhanced ROI.

Salesforce®
CRM Health Check

Robotic Process Automation Icon