Overview
Salesforce consulting: advice on the org you have and the one you need
Salesforce consulting is the advisory work before and around a build. We review how your org is configured and used, decide which clouds and licences you actually need, design the architecture, and set a roadmap your admins can deliver. It suits two kinds of organisation: those that have run Salesforce for a few years and find it slower, more expensive or harder to change than it should be, and those deciding how Salesforce should sit next to an ERP, a marketing platform or Microsoft 365.
Salesforce keeps changing underneath you. It ships three major releases a year, in spring, summer and winter, and its product names move too. Data Cloud is now Data 360. Einstein Copilot became Agentforce. In late 2025 several clouds took on Agentforce names, such as Agentforce Sales, yet Salesforce's sales page now calls the product Sales Cloud again, with Agentforce Sales as a capability inside it. Part of our job is turning that churn into plain decisions about your org.
Great Minds is a Sydney-based systems integrator, the integrator for the gaps between platforms. We look at Salesforce together with the systems around it, because many Salesforce problems start at a boundary: duplicate accounts from an ERP sync, marketing data that never reaches sales, or service cases re-keyed into Jira. When you're ready to build, our Salesforce implementation team takes the roadmap from here.
Capabilities
What Salesforce consulting covers
Engagements usually start with an assessment and end with a costed roadmap. You can take the roadmap to your own admins, or ask us to deliver it. Each finding is written up with the evidence behind it, so your team can check our reasoning rather than take it on trust.
How we deliver
How a Salesforce consulting engagement runs
We agree the scope, timeline and price before we start. Smaller orgs with few integrations take less time than multi-cloud orgs connected to several other systems, and we tell you which you have after the first conversation.
Interviews with sales, service, marketing and operations leads, and the admins who run the org, to find where Salesforce helps and where people work around it.
A hands-on review of metadata, automation, data quality, permissions, integrations and licence use. AI agents scan metadata and usage at scale; consultants judge what matters.
Findings ranked by business impact, risk and effort, quick wins separated from structural changes, and a roadmap with costs that your leadership can approve.
A walkthrough with your admins and leadership, then either a hand-over pack for your team or a delivery plan with us that starts with the highest-value fix.
Australian considerations
Privacy, security and data residency for Australian Salesforce orgs
A Salesforce org often holds more personal information than any other system in the business, so an assessment checks it against the Australian Privacy Principles: collecting only what you need (APP 3), keeping it secure and disposing of it when it's no longer needed (APP 11), and knowing where it goes when it's synced or exported offshore (APP 8). From 10 December 2026, privacy policies must also disclose automated decisions that significantly affect people, and Salesforce flows and AI agents can fall within that. Our guide to automated decisions and the Privacy Act explains the change.
Data residency depends on where your org runs. Salesforce says Hyperforce keeps customer data in the country where your org is located, provided the services you use are available there, and notes exceptions for products with components in other countries and integrations to services not yet on Hyperforce. So we list every cloud, add-on, AppExchange app and connector in your org and check each one.
For APRA-regulated entities, Salesforce is an information asset under CPS 234 and, where it supports a critical operation, a service provider under CPS 230. We document the controls and data flows those assessments ask for. Salesforce publishes Australian list prices in AUD, per user per month, which makes licence findings straightforward to cost.
FAQ
Salesforce consulting questions
What's the difference between Salesforce consulting and implementation?
Consulting decides what should be built and why: the assessment, architecture, licences and roadmap. Implementation builds it. Some clients use us for both; others take our roadmap to their own admins or to another partner. Our Salesforce implementation page covers the build.
How do we know if our Salesforce org needs a health check?
Common signs are reports nobody trusts, page layouts full of fields nobody fills in, automation nobody can explain, users keeping their own spreadsheets, and simple changes taking weeks because no one knows what they might break.
Can you help us reduce our Salesforce licence costs?
Often. We compare licences with actual log-ins and feature use, look for users who could move to a cheaper licence type, and check add-ons you pay for but don't use. Most Salesforce editions are billed annually, so we time any changes to your renewal.
Should we be planning for Agentforce now?
Plan for it, but don't buy ahead of a use case. Agentforce agents work with your Salesforce data and within its permissions, so the groundwork is the same as good org hygiene: clean data, clear permission sets and documented processes. Salesforce says every customer can start with Agentforce for free under Salesforce Foundations, which makes a small pilot easy to test. Our Agentforce page covers delivery.
Do you review orgs that another partner built?
Yes. We review orgs built by other partners or by in-house admins who have since moved on, and we document what we find so the next team isn't starting blind.
How do you work with our internal Salesforce team?
Alongside them. Your admins and developers join the interviews and review sessions, findings go into the backlog tool they already use, and the roadmap is written so they can deliver parts of it themselves.
People
Consultants who look past the org
Assessments are led by senior consultants who have worked on sales, service and marketing processes, not only Salesforce configuration. They work with your admins and business leads, and they stay accountable for the recommendations.
AI agents do the bulk metadata and usage analysis; people decide what it means for your business.
Case studies
Salesforce work across sales, marketing and fund management
Our Salesforce work includes a phased Sales Cloud implementation for a 100-person Hong Kong law firm, and Marketo and Salesforce set up as one marketing automation engine for Montgomery Investment Management's launch of two global equities funds.
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
Reading on Salesforce, CRM and privacy
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.
Salesforce training and user adoption: a practical guideDesign for adoption, role-based training on realistic data, in-app guidance, measuring real adoption and preparing users for Agentforce.