86% of IT leaders foresee generative AI to having a significant impact on their organizations, and Salesforce consulting is no exception. In 2025, experts will keep leveraging the power of AI to bring greater value to this CRM’s users.
From fast and accurate data analysis to the anticipation of client needs and many more, AI technologies improve consultants’ efficiency and help businesses stay competitive in 2025.
In this article, we’ll explore the top 10 AI-powered tools that Salesforce consultants rely on to advance clients’ achievements. And we’ll begin with the Salesforce-native software.
Salesforce-Based AI Tools
When providing Salesforce consulting services, experts often use embedded AI modules tailored to this CRM’s processes and data. Intelligent tools help them simplify data handling and security, and maximize the value customers get from investing in Salesforce. Here are the three most popular assistants.
1. Einstein GPT
This tool allows consultants to leverage real-time customer data, context, and behaviors for building technical setups. The adaptive intelligence of AI Sales force models combined with ChatGPT’s technology considers the latest customer interactions, data updates, and current business conditions.
It allows consultants to build solutions with real-time personalization, highly relevant outputs, and coordinated processes. For instance, by leveraging the advanced generative AI engine, Salesforce experts don’t need to preconfigure rules like deal stage or customer sentiment to enable customized recommendations.
Due to Einstein GPT’s continuous learning, Salesforce tech specialists can minimize manual optimization and prioritize high-impact innovation.
2. Einstein Copilot
Embedded in the Salesforce interface, this conversational AI assistant allows consultants to make more intelligent solutions. By accessing consistent information across the modules, sales or marketing reps can interact effectively without changing screens.
Consultants can help CRM users automate actions from Copilot’s interface without making multiple setups. For instance, Salesforce AI tools can trigger opportunity updates, forward a support query, show the latest customer interactions, identify the most effective marketing campaigns, and more.
With Einstein Copilot, consultants turn Salesforce from an integrated system into an AI-driven ecosystem that improves decision-making and streamlines workflows.
3. Einstein Discovery
This analytics tool uses machine learning to process large datasets and give required explanations, lead scoring, churn predictions, and upsell/cross-sell recommendations to users. Consultants don’t need to develop complex algorithms to build scalable models and incorporate AI insights into processes.
By configuring Einstein Discovery inside the Tableau CRM, experts allow non-tech teams to get insights from raw system data without customization of ML systems.
This software can also analyze external data from ERP systems, data warehouses, custom databases, or marketing platforms to get a broader view of customers.
Explore Salesforce Einstein in more detail:
AI Tools for Salesforce Development
Artificial Intelligence empowers Salesforce developers to enhance code quality, speed up development, and optimize processes. It enables rapid error detection, identifies bottlenecks, and improves QA coverage. Engineers also heavily rely on AI for Salesforce data cleansing that makes records consistent, accurate, and updated.
The following AI tools help consultants deliver greater business value to companies using Salesforce.
4. Copado
The Copado platform is created specifically for Salesforce and enables developers to build Apex solutions and LWCs (Lightning Web Components) and customize Flows and configurations faster. It ensures only validated changes reach production and that industry requirements and governmental regulations are met.
Additionally, Copado helps experts introduce DevOps best practices and reach a better development team.
These functionalities let Salesforce experts contribute to faster time-to-market, better system robustness, easier audits, and higher ROI from investments.
5. Salesforce Code Analyzer
Consultants use the Code Analyzer to scan Apex code, Visualforce UI elements and pages, LWC, and metadata for several parameters. These include security weaknesses, code inefficiencies, performance risks, best-practice breaches, and more.
This tool boasts integration with Salesforce CLI (Command Line Interface), IDEs (Integrated Development Environment), and CI/CD pipelines. So, developers can spot errors and potential problems early, improve security, and enhance the maintainability of Salesforce projects.
6. GitHub Copilot
This AI-powered assistant helps Salesforce developers write and manage Apex, LWC, JavaScript, HTML, and CSS code more easily and efficiently. It keeps the whole team on the same page by encouraging a consistent programming style, making the project’s codebase cleaner, easier to manage, and more unified.
44.2% of engineers worldwide use GitHub Copilot, and Salesforce consultants are among them. They tap into it to draft Apex methods, write code faster, and generate test classes, reducing the number of repetitive manual tasks.
After automating repetitive programming tasks, development moves faster, and project costs go down. Consultants also get more time to focus on larger architectural challenges, unlocking more innovation and delivering greater value to their clients.
7. Tabnine
Tabnine provides smart, AI-powered code suggestions that autocomplete code based on the context you’re working in. Behind the scenes, deep learning models ensure the suggestions follow best practices and offer optimized, efficient code structures.
Salesforce projects often require working with JavaScript, CSS, and HTML — all of which Tabnine supports. So, with this assistant, consultants can stay productive and effective across the entire Salesforce tech stack.
However, Tabnine doesn’t catch design issues, review architectural decisions, or handle unit testing. It’s more of a personal productivity booster for Salesforce developers, not a tool for quality assurance.
Discover more about AI tools for Salesforce developers:
External General-Purpose AI Tools for Salesforce Consultants
Beyond Salesforce’s native tools, consultants often turn to third-party AI assistants to enhance their work. Let’s check how these solutions help them improve efficiency in various tasks and produce tangible results for businesses.
8. ChatGPT
Salesforce consultants use this popular AI tool for business to prepare summaries, presentations, reports, and documentation. They also harness the power of Artificial Intelligence Salesforce to streamline communication, from drafting personalized emails or preparing well-structured meeting notes.
Consultants can ask ChatGPT about how to optimise and automate niche-specific workflows. The tool also helps write or troubleshoot code, pointing out possible issues and suggesting fixes.
Overall, this AIq assistant helps Salesforce consultants strengthen client communication while also supporting the technical side of their work.
9. AutoGPT
AutoGPT’s autonomy and self-directed design enable engineers to manage multiple complex Salesforce projects at once.
Both the technical and non-technical aspects of the consultants’ work are covered by this deep research tool. It can help with marketing research, for instance, in strategic advisory by examining competitors, identifying industry trends, and making suggestions for enhancement.
From a technical perspective, AutoGPT can analyze the organization’s configuration, recommend automated procedures, and evaluate their effectiveness. Experts can also use this tool to draft the implementation plan, freeing up time for high-impact activities.
Learn more about the AutoGPT platform:
10. Claude (Anthropic)
With this software powered by Artificial Intelligence, consultants can analyze Salesforce documentation, understand API behavior, or brainstorm architectural or integration solutions. It provides not just fast but well-supported answers due to the multi-layered reasoning.
From exploring unfamiliar cases and validating approaches to learning industry-specific implementation strategies and highlighting integration best practices, Claude lets CRM engineers stay well-informed and highly efficient.
This conversational AI helps Salesforce consultants with non-engineering tasks, like generating document summaries, drafting proposals, researching competitors, and more.
Final Words
Artificial Intelligence helps Salesforce consultants provide customized, well-thought-out solutions faster. From Salesforce’s internal software like Einstein GPT and Einstein Copilot, to powerful development and universal tools, like Copado and AutoGPT, AI is transforming the CRM industry.
To stay ahead, engineers should continuously check for AI innovations and adopt those that help deliver high-impact results.
About The Author: Dorian Sabitov
Dorian Sabitov is a 6x certified Salesforce Consultant and Editor-in-Chief at SFApps.info, where he leads content strategy focused on integrations, automation, and third-party ecosystems. As a practicing CRM Administrator since 2020, he specializes in transforming complex Salesforce concepts into actionable business solutions – from workflow optimization to AppExchange selection. His work explores how emerging technologies like AI are reshaping modern CRM strategies.
Linkedin link: https://www.linkedin.com/in/sfdorian/
Twitter link: https://twitter.com/DorianSabitov
