Salesforce Partner Checklist

Working with a Salesforce Partner can help to ensure that your business goals and your Salesforce configuration are aligned. But there are many options out there…  so how do you choose the best Salesforce Consultant for your project?

This checklist will help you cover important questions for potential partners, from general topics like insurance and AppExchange listings, to more specific security-based questions that will help you uncover if a potential partner is a fit for your organization.

You can also read the blog here.


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