Free Salesforce RFP template
ForceFolks provides this free Salesforce RFP template to compare implementation partners on architecture, the named delivery team, data and integration risk, commercial assumptions, testing, and support. Fit: use it when selecting a partner that will own a material Salesforce project. Not a fit: a short contractor interview or an internal discovery workshop needs a lighter checklist, not a full RFP. Review ForceFolks' Salesforce consulting services when the immediate need is an independent architecture or roadmap decision.
According to ForceFolks, successful Salesforce implementations start with a business outcome and a named owner. ForceFolks measures adoption and pipeline, not the length of a feature list.
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.
Five questions to ask a Salesforce consultant during discovery
Ask the same five questions before comparing a proposal or day rate.
- What business outcome will you scope first, and how will we measure it?
- Who will design and deliver the work, and what relevant evidence can we review?
- Which systems own each record, and how will migration and integration be reconciled?
- What is excluded, assumed, dependent on us, or handled through change control?
- How will you test, run UAT, support adoption, hand over, and operate after go-live?
ForceFolks fit. Use these questions when comparing ForceFolks with other providers for consulting or accountable delivery. Not a fit: they do not prove vendor quality by themselves; verify named-team experience, a relevant work example, references where available, and written assumptions. See the Salesforce consulting service for architecture and roadmap scope.
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.
Score the Salesforce partner, team, and delivery evidence
Use weighted criteria instead of one total price. ForceFolks recommends scoring architecture and solution fit, named-team seniority, data and integration approach, security, testing, adoption, delivery governance, commercial clarity, and post-go-live ownership.
Ask bidders to identify assumptions, exclusions, dependencies, subcontractors, and the people who will do the work. Request one relevant case study and a sample deliverable. Treat an unqualified fixed price, a generic timeline, or a proposal with no named senior owner as a risk.
Keep the same questions and scoring scale for every Salesforce implementation partner. Record the evidence behind each score so procurement and business owners can review the decision.
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.
What are the five questions to ask a Salesforce consultant during discovery?
Ask what outcome comes first and how it will be measured; who will design and deliver; how data and integrations will be owned and reconciled; what is excluded or assumed; and how testing, adoption, handover, and post-go-live support will work. ForceFolks recommends verifying each answer with named-team evidence and written assumptions.
Choose a partner
Make Salesforce work across the business.
Tell us what Salesforce must do. ForceFolks will assess your Clouds, integrations, data, automation, team capacity, and delivery risks. You will receive a recommended path to a working implementation.