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Salesforce Services: How to Choose Between Discovery, Implementation, Improvement, and Ongoing Support

Not every organization needs the same service package. Understanding the main types of Salesforce services helps you order the right thing and avoid starting a large project when a focused one will suffice.

Service Map

  • Discovery and Consulting — Before developing or modifying.
  • Implementation and Adoption — Building a new system or a new phase.
  • Integrations and Data — Connecting to core systems and managing information.
  • Agentforce and AI — Integrating AI agents in a controlled process.
  • Salesforce Health Check — Reviewing an existing system.
  • Support and Ongoing Guidance — Continuous work and ongoing improvement.

When each service is relevant

When it's unclear what to build — start with discovery. When there's a clear plan — move to implementation. When an existing system doesn't provide value — start with a Health Check. When the implementation is live — move to ongoing guidance.

How to combine them

Most successful projects combine several services in the right order: a short discovery, focused implementation, adoption guidance, and then continuous improvements as needed.

Frequently Asked Questions

No. You can start with the most pressing service — usually discovery or a Health Check — and expand based on the results.

Related Guides

The Next Step

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