Salesforce Consulting

We assess, critique and provide actionable solutions.

A Path Forward

Comprehensive Assessment

At LeedsSource, we won’t say we’ve seen it all, but it’s pretty darn close. We’ll give you a complete, informed critique of your current strategy and identify what works, what could be improved, and what to leave behind.

Plan Your AssessmentPlan Your Assessment

Critical Assessment

Diagnosis and Strategy

No holds barred might be harsh, but when you need a critical revamp of your Salesforce solution, only the honest truth will do. We’ll identify opportunities to build on your existing successes and move forward with the best strategy possible.

Total Buy-In

Implementation and Consensus

Coming up with a Grade-A strategy is only the first step of the gameplan. Now, we’ll execute. LeedsSource works in lock step with you to ensure every systemic level across your entire operation achieves universal buy-in.


Critical Analysis

We offer our expertise to assess your solution, good, bad, and ugly.

Strategy and Design

We’ll tailor a boutique strategy to fit your needs going forward.

Solution Deployment

We’ll work with you to bring our strategy to operational form.

Systemic Buy-In

We’ll coach, train, and assist to achieve organizational consensus.

Understanding WhoId & WhatId | Leads & Contacts | Salesforce Best Practices | LeedsSource Classroom

What's the difference between WhoId and WhatId in your Salesforce leads and contacts? Salesforce Admins need to watch to learn Salesforce best practices.

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