Free Salesforce RFP template
This free Salesforce RFP template lists the questions to ask when evaluating Salesforce implementation partners — covering experience, architecture, delivery, team, pricing, and support — so you can compare vendors fairly and shortlist with confidence.
What is a Salesforce RFP template?
A request-for-proposal template is a structured set of questions you send to candidate Salesforce partners so their responses are comparable. A good RFP focuses less on features and more on architecture, who actually delivers, and how risk is handled.
What should a Salesforce RFP include?
Beyond company background, ask how they design architecture, who delivers, how they handle data and integration, their pricing model and assumptions, and post-go-live support. The template below groups the essential questions.
Salesforce RFP questions, by section
Copy these into your RFP and ask every shortlisted partner the same questions.
| Section | Questions to ask each partner |
|---|---|
| Company & experience | Years delivering Salesforce? Team size and seniority? Relevant industry and Cloud experience? References? |
| Architecture & approach | How do you design architecture before building? Data model and security approach? Data Cloud / AI experience? |
| Delivery & team | Who actually delivers (named, senior)? Methodology? Source control, testing, and release process? |
| Integration & data | ERP, finance, and support integration experience? MuleSoft? Data migration approach and rehearsals? |
| Pricing & contract | Pricing model? What's in and out of scope? Change-request and assumptions handling? |
| Support & continuity | Post-go-live support? Managed services? Documentation and handover? |
Evaluating ForceFolks?
We're glad to answer every question above in detail. See how to choose a partner and why ForceFolks, then send your RFP — or just book a call and we'll walk through it.
Frequently asked questions
How do I compare Salesforce RFP responses?
Normalize scope first, then score each partner on the same criteria — architecture depth, delivery seniority, data/integration capability, continuity, and price for like-for-like scope. Weight architecture and the actual delivery team over headline price. See how to choose.
How many partners should I send a Salesforce RFP to?
Three to five is typical — enough to compare meaningfully without drowning in responses. Pre-qualify by type and scale first (a global SI and a boutique answer very differently); see types of firms.
Does ForceFolks respond to RFPs?
Yes. ForceFolks responds to Salesforce RFPs with a senior, architecture-led approach and clear scope. Send yours or book a call to discuss it.
Choose a partner
Make Salesforce work across the business.
Tell us what you need Salesforce to do. ForceFolks will assess your Clouds, integrations, data, automation, team capacity, and delivery risks — then recommend the fastest path to a working implementation.