Salesforce Consulting Services

Salesforce Solutions That Drive Real Business Impact

Protiviti is the expert in Salesforce consulting services, helping organisations modernise operations, unify customer data, and deliver measurable business outcomes. As digital expectations rise and competitive pressures intensify, choosing the right Salesforce implementation partner is critical to achieving real business impact.

With deep industry expertise and a flexible delivery model, Protiviti’s Salesforce team helps clients unlock rapid value from their Salesforce investments - whether through agile implementations, managed services, or scalable innovation. We focus on enabling smarter operations, stronger customer engagement, and lasting transformation.

As a trusted Salesforce partner, we combine industry insight, agile delivery, and a flexible model that ensures your investment delivers both immediate and enduring value.

Connect with Our Experts

What’s Trending Now

Rapid Mitigation Strategies for Salesforce Marketing Cloud’s Encryption Changes

On January 21, 2026, a platform-wide security update in Salesforce Marketing Cloud generated an issue that caused links in previously sent emails to stop working. Salesforce Security identified a vulnerability within Marketing Cloud Engagement and responded by deploying enhanced encryption across the platform.

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.

Watch video

From Models to Market: Agentforce and the Future of Enterprise AI

Recently, the Protiviti Salesforce team attended the NY World Tour Agentforce event which provided a vision for Agentforce. Salesforce’s Agentforce, first introduced last fall, is an AI application that allows companies to create and manage AI agents across the organisation, orchestrating across both custom and out of the box workflows built on a Salesforce platform.

Automated Audit, Risk & Compliance with Agentforce
Financial Services Transformation
Revenue Management & Cost Optimisation
Public Sector Transformation
Powerful Insights with Tableau

Automated Audit, Risk & Compliance with Agentforce

Provide accelerated pre-deployable agents, focusing on custom configuration and scalable customisation
Leverage enterprise-wide data for recommendations and personalised experiences through Salesforce's Data Cloud
Utilise AI capabilities to optimise business processes and deliver immediate ROI
Automate your risk and compliance analytics

Financial Services Transformation

Maximise AUM and relationship management with Financial Services Cloud
Curate bespoke prospect and customer journeys with Data Cloud and Marketing Cloud
Optimise front-, middle- and back-office operations and processes with Agentforce
Improve customer experience with Financial Services Cloud and Service Cloud

Revenue Management & Cost Optimisation

CRM and ERP integration
Streamline your business processes and unify your customer data
Optimise your supply chain
Improve your field service

Public Sector Transformation

Drive donations and manage operations with Nonprofit Cloud
Unite student services and enhance outreach with Education Cloud CRM and Marketing Cloud
Enhance citizen engagement and service delivery with Government Cloud and Agentforce
Optimise revenue and improve customer experience with Revenue Cloud and Service Cloud for Transit Authority

Title

Powerful Insights with Tableau

Utilise a dashboard for financial consolidation and reporting support
Fraud detection and risk monitoring for cyber security threats
Alteryx conversion with Tableau Pulse/NEXT for CDO
Explore KPIs across your organisation

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

Summit Tier Partner

Recognised at the highest level in the Salesforce Consulting Partner Program

3,000+ Certified Experts

Access to a global network of Salesforce-certified professionals through Robert Half

250+ Projects Delivered

Proven track record across industries with high client satisfaction (4.8/5 rating)

Trusted Salesforce Partner

As a Summit-tier Salesforce Consulting Partner with over 250 successful projects and 200+ certifications, Protiviti delivers agile, industry-tailored solutions backed by deep expertise and a global team. Our flexible delivery model, proven methodologies, and strong Salesforce alignment ensure clients realise rapid value, improved user adoption, and long-term success across their Salesforce investment.