15 questions for screening a Salesforce Platform Cloud consultant

The Platform Cloud covers a very wide range of custom development and integration projects.  Some parts of advanced Sales and Service Cloud projects include elements of the platform, so most consultancies’ have reasonable levels of general experience.  However, the Platform Cloud has the widest range of third-party products and add-ons, so you will need to drill down on their specific experience. 

This brief set of questions is designed to help you evaluate the suitability of a Salesforce.com (SFDC) consultancy. It is not to be used as a questionnaire for the consultancy to fill out in the RFP.  Instead, use the questions conversationally so you can see their flinches and know where to probe.

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