The Future of Salesforce Consulting: AI, Agentforce, and Beyond

Alan Bebchik
Sep 16
6 min read

Salesforce has always been at the forefront of digital transformation, but with the rise of AI-powered capabilities like Einstein and Agentforce, the role of Salesforce consulting is changing faster than ever. Businesses no longer just want a CRM—they want a connected ecosystem that anticipates customer needs, scales intelligently and drives measurable outcomes.

The future belongs to those who embrace these new technologies and adapt to the evolving landscape of Salesforce consulting.

In this new era, Salesforce consultants must go beyond technical implementation. Early adopters who embrace AI-native consulting are gaining a competitive edge by attracting top talent and delivering greater value efficiently. They need to be strategic partners with a focused approach on leveraging AI and automation for business value, weaving these capabilities into every customer touchpoint. And that’s exactly where Inforge is leading the charge.

Introduction to Salesforce Consulting

Salesforce consulting has entered a new era, driven by the rapid integration of AI agents and advanced AI tools into the Salesforce ecosystem. Today’s modern Salesforce consultant is no longer just a technical implementer—they are strategic advisors who harness the full power of Salesforce AI and generative AI to transform customer experiences, boost productivity, and accelerate business growth. With AI-powered CRM systems, businesses can automate repetitive tasks, deliver instant responses to customer inquiries, and generate data-driven insights that inform every decision.

Salesforce consultants now play a pivotal role in helping companies connect their data, systems, and teams, ensuring that AI agents are seamlessly embedded into business processes. By leveraging Salesforce Data Cloud, consultants enable organizations to analyze vast amounts of data, uncover hidden opportunities, and stay ahead in a competitive market. In this new era, the most successful Salesforce consultants are those who continually develop their skills in AI-driven technologies, ensuring their clients benefit from the latest tools and strategies to achieve their business objectives.

Why AI Is Changing Salesforce Consulting

AI is no longer a buzzword—it’s embedded directly into the Salesforce platform. Features like:

Einstein GPT & Einstein AI for predictive analytics and natural language insights.
Agentforce for autonomous AI agents that handle workflows, customer interactions and anomaly detection in real time.
AI-powered personalization across Sales Cloud, Service Cloud and Marketing Cloud.

To succeed, organizations must focus on AI integration and business outcomes, ensuring that Salesforce consulting delivers strategic value and drives digital transformation.

These changes are redefining how businesses engage with customers. Instead of reactive support and siloed sales processes, AI is enabling real-time decision making, proactive engagement and scalable automation.

But unlocking these capabilities isn’t as simple as “turning on” Einstein. In the past, achieving advanced automation and integration often required extensive custom code. Today, AI-driven, low-code and no-code solutions, along with open standards and pre-built integrations, reduce or eliminate the need for custom code. Salesforce is now a powerful tool that enables digital transformation and operational efficiency.

It requires consultants who can:

Align AI strategy with business goals.
Configure Salesforce to integrate product, marketing and sales data.
Build governance frameworks that ensure trust, compliance and scalability.

Inforge’s AI-First Approach

At Inforge, we don’t just implement Salesforce—we future-proof it. Our consulting philosophy is built around helping clients leverage AI in ways that deliver real, measurable results. We leverage new AI tools to enhance Salesforce functionalities, ensuring our clients benefit from the latest AI-powered solutions that drive measurable outcomes.

Inforge is committed to supporting its expertise with tangible results, establishing credibility and trust with every client.

1. Connecting Product, Marketing and Sales

Inforge specializes in breaking down silos inside Salesforce so data flows seamlessly between teams. A unified data model enables seamless integration and real-time collaboration across product, marketing, and sales teams, ensuring everyone works from the same up-to-date information. When paired with Agentforce, this alignment allows AI agents to:

Spot gaps in product readiness.
Trigger marketing campaigns automatically.
Equip sales teams with the right content and pricing, exactly when they need it.

The result? Faster, more predictable product launches and higher sales velocity. Inforge customizes AI solutions to fit the specific processes and objectives of each client, maximizing the impact of every implementation.

2. Smarter Automation with Agentforce

Agentforce is more than just automation—it’s about creating autonomous workflows by enabling the deployment of autonomous ai agents within your processes. Inforge helps businesses configure AI agents that can:

Flag anomalies in sales or service processes before they escalate.
Respond instantly to customer inquiries with AI-generated answers.
Route cases, approvals and tasks without human bottlenecks.
Automate the creation and management of test cases in Salesforce projects, streamlining testing documentation and scenario generation.
Enhance customer interactions and automate communication through AI-driven content generation.

For high-tech and fast-paced industries, this is the difference between being behind and in the lead.

3. Trust Through Compliance and Governance

AI in Salesforce raises critical questions: compliance, security and accuracy. Inforge brings a near-shore model that combines local presence in South Florida with scalable teams across Latin America, so not just affordability but also cultural alignment and regulatory awareness.

Our consultants design systems that are audit-ready, embedding AI workflows that are transparent and reliable—so leaders can trust every decision the system makes.

Sales Cloud and Competitive Advantage

Sales Cloud remains at the heart of Salesforce’s value proposition, empowering businesses to manage sales pipelines, track customer interactions, and optimize sales performance. When enhanced with AI tools like Einstein Copilot, Sales Cloud becomes a powerful engine for predictive analytics, automating routine tasks and delivering highly personalized customer experiences. This AI-driven approach enables companies to anticipate customer needs, streamline sales processes, and gain a true competitive advantage.

Salesforce consultants are instrumental in unlocking the full potential of Sales Cloud by integrating it with other enterprise systems, such as Marketing Cloud, to create a unified view of each customer. This holistic approach allows businesses to make smarter, data-driven decisions, strengthen customer relationships, and drive sustained business growth. With the guidance of Salesforce experts, companies can design and implement customized Sales Cloud solutions that align with their unique business goals, setting them apart in a crowded marketplace.

Real-Time Data and Decision Making

In a world where business moves at lightning speed, access to real-time data is essential for making informed, agile decisions. Salesforce offers a robust suite of tools, including CRM analytics, that empower companies to analyze massive volumes of data and extract actionable insights. AI agents, especially those integrated with Salesforce Data Cloud, automate complex data analysis, delivering instant responses and recommendations that help businesses adapt to changing market conditions.

By leveraging these AI-powered tools, organizations can quickly identify emerging trends, respond to customer needs across multiple channels, and make proactive decisions that drive innovation. Salesforce consultants play a critical role in helping businesses develop data-driven strategies, utilizing AI agents to analyze unstructured data, uncover patterns, and predict future outcomes. This approach not only enables companies to stay ahead of the competition but also fosters a culture of continuous improvement and market leadership.

Consultant Skills and Competencies

The new era of Salesforce consulting demands a unique blend of technical expertise, business knowledge, and proficiency in AI-driven technologies. A modern Salesforce consultant must excel at analyzing complex business challenges, designing creative solutions, and implementing them using the latest AI tools and Salesforce platforms. Key competencies include advanced skills in Salesforce configuration, data analysis, and predictive analytics, as well as the ability to translate technical concepts into clear, actionable strategies for business stakeholders.

Effective Salesforce consultants are also strong collaborators, working seamlessly with cross-functional teams to drive digital transformation and achieve business objectives. By continuously developing these skills and staying current with emerging AI agents and tools, consultants help businesses unlock the full potential of Salesforce, accelerate digital transformation, and secure a lasting competitive advantage in their industry.

The Near-Shore Advantage in AI Delivery

While offshore partners struggle with time zone gaps and communication breakdowns, Inforge’s near-shore delivery model gives clients a competitive edge:

Same-day collaboration: AI workflows often require iteration and testing—time-zone alignment keeps progress fast.
Cultural fit: Our teams understand how US-based businesses operate, reducing friction in adoption.
Cost-effectiveness: Access to certified LATAM Salesforce talent at competitive rates.

This balance allows Inforge to scale AI projects faster, with fewer delays and higher adoption.

What’s Next for Salesforce Consulting

Looking ahead, Salesforce consulting will be about how firms help clients:

Implement AI-driven forecasting to predict demand.
Scale autonomous service agents that free up human teams.
Leverage predictive analytics to optimize revenue strategies.
Integrate Agentforce with Revenue Cloud for smarter CPQ and subscription management.
Integrate Salesforce AI with various platforms to provide seamless automation and analytics across business systems.
Use AI and automation to improve customer experiences through smarter, more personalized engagement.

In the emerging human–agent pod model, AI agents handle routine tasks, allowing humans to focus on judgment, creative problem solving, and complex decision-making. This complementary relationship between humans and AI agents will define the future of consulting.

Inforge is already investing in these areas—training consultants in Einstein, Agentforce and Revenue Cloud Advanced and building playbooks that help clients go from AI strategy to execution in record time.