Overview
Salesforce consulting in Sydney, connected to the rest of your stack
Salesforce runs sales, service and marketing for thousands of Australian organisations, but most of the value, and most of the problems, sit at its edges: the ERP that holds orders and invoices, the service desk in Jira, the marketing platform, the data warehouse, and the spreadsheets nobody has retired. A Salesforce org that isn't connected to them becomes another place where customer data goes stale.
Great Minds is a Sydney consultancy that designs, implements and connects Salesforce for mid-market organisations. We work across Sales Cloud, Service Cloud, Marketing Cloud, Data 360 (formerly Data Cloud) and Agentforce, and we connect Salesforce to the platforms it has to work with, including Microsoft Dynamics 365 and other ERPs, Atlassian Jira Service Management, Klaviyo, Adobe and your data platform. AI agents do much of the repetitive configuration, data mapping and migration work; our consultants own the design and sign off every change.
Most engagements start from one of four places: a first Salesforce rollout or a move from another CRM; an org that has grown messy and needs a health check and clean-up; integration between Salesforce and the ERP, service desk or marketing platform; or a decision about Agentforce and Data 360, and what has to be true in your data before either is worth paying for.
Salesforce services
How we work with Salesforce
Three services, usually in this order: work out what the org should do, build it, then connect it to everything else.
01Salesforce consultingOrg health checks, roadmaps and licence reviews: what to fix, what to switch off, which edition and add-ons you actually need, and where Agentforce or Data 360 would pay back. Useful before a renewal, after a merger, or when adoption has stalled.Explore →
02Salesforce implementationNew Salesforce rollouts and re-implementations: data model, objects and fields, automation with Flow, security and sharing, migration from your current CRM, and training, configured to how your teams sell and serve rather than to a template.Explore →
03Salesforce integrationOne version of each customer, order and case across Salesforce and your other systems: integration architecture, event-driven sync, cross-platform workflows and reporting, built with MuleSoft, an iPaaS such as n8n, or Salesforce's own APIs, whichever fits your volumes and team.Explore →Salesforce products
Which Salesforce products fit which problem
Each Salesforce product solves a different problem, and most organisations need only some of them. This is how we explain the choice to clients.
Agentforce and Einstein AIFor AI agents and predictions inside Salesforce, grounded in your own data and limited by its permissions.
Salesforce Data 360 (formerly Data Cloud)For unifying customer data from Salesforce and other systems into one profile that segmentation, analytics and AI can use.
Salesforce Marketing CloudFor email, mobile and journey orchestration at scale, using Salesforce data for segmentation and personalisation.
Salesforce Sales CloudFor pipeline, forecasting and account management: leads, opportunities, quotes and the reporting sales leaders run the business on.
Salesforce Service CloudFor customer service: cases, omnichannel routing, knowledge, and self-service portals, with Agentforce agents that answer routine questions and hand over to a person with context.How we deliver
A Salesforce project, from design to hand-over
Workshops with sales, service, marketing, finance and IT: processes, data, the systems Salesforce has to talk to, reporting and security. We agree the design, scope and price before anything is configured.
Configuration, automation and integrations in a sandbox, with test data and test scripts, and every change documented so your admins can maintain it.
Accounts, contacts, opportunities, cases and history from your current systems, de-duplicated and reconciled, with trial migrations before cut-over.
Role-based training, a staged go-live and hypercare, then ongoing support and improvements, or a clean hand-over to your own team.
Australian considerations
What Australian organisations need to check
Salesforce offers Australian data residency on Hyperforce for many products, but not every product, add-on or AI feature processes data onshore, and integrations and AppExchange apps may send data elsewhere. If you're covered by the Privacy Act, or regulated by APRA under CPS 230 and CPS 234, map where each kind of data is stored and processed before you sign. From 10 December 2026, organisations that use personal information in substantially automated decisions also have new transparency obligations under the Privacy Act; our guide to automated decisions and the Privacy Act explains what that means for AI agents.
Proof
Salesforce work we've delivered
- A Hong Kong law firm moved client data, document approvals and reporting off paper and disconnected systems onto Salesforce, with automated workflows and dashboards for caseloads and billable hours. Read the law firm Salesforce case study.
- Montgomery Investment Management launched two global equities funds with an investor marketing programme run on Marketo and Salesforce, with Salesforce dashboards for campaign insight. Read the Montgomery case study.
- Meriton Suites moved more than 1 million customer records and its marketing automation from Salesforce Marketing Cloud to Klaviyo. Read the Meriton Suites case study.
Case studies
Salesforce transformation in action: from complexity to clarity
We’ve helped clients reduce licensing bloat, streamline opportunity management, and connect Salesforce to the platforms that matter.
4x faster campaign execution, 1M+ contacts migratedSalesforce Marketing Cloud to Klaviyo migration with 1M+ email marketing recipientsUnlocking personalised growth at scale through Klaviyo implementation and data migration
Marketo and Salesforce connected for 2 fund launchesMarketo and Salesforce, connected for a global fund launchMarketo and Salesforce integrated into one marketing automation engine, so Montgomery could launch two global equity funds to the right investors at the right time.
A 100-person firm running on Salesforce Sales CloudSalesforce CRM implementation for Hong Kong law firmDigital transformative journey of a 100-person law firm in Hong Kong powered by Salesforce Sales Cloud.Insights
Salesforce is not just a CRM—it’s a strategic platform for growth
Migrating from Salesforce Marketing Cloud to Klaviyo: lessons from 1M+ contactsHow to move from Salesforce Marketing Cloud to Klaviyo: what the integration moves, Spam Act consent, active-profile costs, warming and cutover.
What changed in October 2026: Atlassian, Salesforce, Microsoft, Google and AdobeOctober 2026 changes for Australian IT: Atlassian Cloud price rises, Salesforce SOAP login() deadlines, Copilot licensing, Gemini data residency, OAIC.
The connected enterprise: integrating Salesforce, Atlassian, Adobe and ERPHow to connect Salesforce, Atlassian, Adobe and your ERP: system-of-record map, architecture options, API limits, APP 8 and CPS 230, and where to start.FAQ
Salesforce consulting: frequently asked questions
What Salesforce services does Great Minds provide?
We deliver Salesforce services that span strategy, implementation, integration and automation: Salesforce consulting, implementation and integration, from first rollout to long-term optimisation.
Which Salesforce products do you work with?
Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud and Einstein AI, designed around lead-to-cash, case management, self-service portals and partner experiences.
Is the Great Minds team Salesforce certified?
Yes. Our team holds credentials across Salesforce clouds, platforms and disciplines, from solution architecture to administration, industry clouds and integrations.
Can Salesforce be connected to our other enterprise systems?
Yes. We connect Salesforce to your broader technology stack to improve data accuracy, automate processes and give teams a single view of the customer.
Which industries do you deliver Salesforce for?
We have delivered Salesforce for clients across retail, SaaS, financial services and member-based organisations.
Where is Great Minds based?
Great Minds is headquartered in Sydney, Australia, with offices in Singapore, Milan and Madrid, supporting clients across Asia-Pacific and Europe.
Do we need Data 360 or Agentforce?
Not always. Data 360 earns its cost when customer data genuinely lives in several systems and you have a clear use for a unified profile. Agentforce is billed on consumption, so we recommend a pilot on one well-defined use case first. Our Agentforce and Einstein AI and Data 360 pages explain the groundwork each needs.
Can our Salesforce data stay in Australia?
Salesforce offers Australian data residency on Hyperforce for many products, but some products, add-ons, AI features and AppExchange apps process data elsewhere. We map where each kind of data is stored and processed as part of the design.
Should we use Service Cloud or Jira Service Management?
Service Cloud is built for external customer service. Jira Service Management is usually the better fit for internal IT and employee service. Many organisations run both, and we connect them so cases and incidents move between teams without re-keying.