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Salesforce Partner Selection Checklist

Comprehensive Evaluation Framework for Salesforce Implementation Partners

Version 2.0 - 2025Enterprise Edition

How to Use This Checklist

  1. 1. Review each criterion and mark applicable items
  2. 2. Score partners on a scale of 1-5 for each category
  3. 3. Calculate total scores to compare multiple partners
  4. 4. Use the red flags section to identify potential risks
  5. 5. Document notes and follow-up questions in provided spaces

Partner Information

Partner Name:
Evaluation Date:
Partner Tier:
Contact Person:
Evaluator:
Years in Business:

1. Technical Expertise & Certifications

Required Certifications

Technical Capabilities

📊 Scoring Guide:

• 5 points: Exceeds all requirements• 3 points: Meets basic requirements• 4 points: Meets most requirements• 1-2 points: Below requirements
Category Score:

2. Industry Experience & Expertise

Industry Alignment

Project Experience Metrics

Similar-sized implementations:
Average project duration:
Success rate (%):
Client retention rate:
Category Score:

3. Customer Success & References

Performance Metrics

CSAT Score (minimum 4.4/5):
Trailblazer Score:

Reference Checks

Contact at least 3 references and verify:

Reference Notes:
Category Score:

4. Project Management & Methodology

Methodology & Process

Communication & Collaboration

Category Score:

5. Support & Long-term Partnership

Post-Implementation Support

Strategic Partnership Value

Category Score:

Critical Red Flags to Watch For

Check any red flags observed during evaluation:

Essential Questions to Ask Partners

Technical & Expertise Questions

  1. 1. How many certified professionals do you have in each Salesforce cloud?
  2. 2. Can you walk us through your implementation methodology?
  3. 3. What DevOps tools and practices do you use?
  4. 4. How do you handle data migration and integration challenges?
  5. 5. What's your approach to custom development vs. configuration?

Project Management Questions

  1. 1. How do you handle scope changes during implementation?
  2. 2. What's your average project overrun percentage?
  3. 3. Can you provide a sample project plan for our scope?
  4. 4. How do you ensure knowledge transfer to our team?
  5. 5. What's your approach to user adoption and training?

Partnership & Support Questions

  1. 1. What does your post-implementation support include?
  2. 2. How do you stay updated with Salesforce releases?
  3. 3. Can you provide 3 references from similar implementations?
  4. 4. What's your team's availability for our project timeline?
  5. 5. How do you measure and report project success?

Final Evaluation Summary

Score Summary

Technical Expertise_____ / 5
Industry Experience_____ / 5
Customer Success_____ / 5
Project Management_____ / 5
Support & Partnership_____ / 5
Total Score_____ / 25

Decision Criteria

22-25 points:Excellent fit - proceed with confidence
18-21 points:Good fit - address minor gaps
15-17 points:Acceptable - negotiate improvements
Below 15:Not recommended - seek alternatives
Red Flags Count:_____ warnings

Final Recommendation:

This checklist is provided by Mindcat - Your Trusted Salesforce Implementation Partner

For expert guidance on Salesforce implementation, visit mindcat.ai or call 1-800-MINDCAT

© 2025 Mindcat. This checklist is for evaluation purposes only.