If you’ve already invested in Salesforce—or are thinking about it—you’re probably asking the right...
So you’re planning a Salesforce implementation—or maybe a major enhancement—and know it will be a big deal. You’re excited, but you’ve also got questions.
What should be included? How long will it take? And how much should it really cost?
Walking into a conversation with a Salesforce Partner without answers can feel like showing up to a negotiation blindfolded. The good news? You don’t have to do that.
With a bit of help from AI—ChatGPT, Claude, or Gemini—you can walk in with a plan and a lot more confidence.
Why Scoping Your Project Matters
Here’s the thing: when you talk to a Salesforce Partner, you’re talking to people who’ve scoped and delivered these projects dozens (maybe hundreds) of times. Meanwhile, this might be your first go. Naturally, they have more information, which can put you at a disadvantage when it comes to timeline, cost, or even understanding what’s realistic.
We get it, you’re just trying to get from Point A to Point B without blowing your budget. That’s why scoping your project in advance helps even things out. You’ll walk in with:
- A clearer picture of what you need
- A ballpark estimate of time and budget
- A framework to compare partner proposals
- Stronger, more focused conversations
AI isn’t a replacement for a Salesforce consultant (and we’ll be the first to say that), but it can alleviate some of the pressure and give you a head start before you reach out to a partner. Moreover, even if you’ve groomed your ChatGPT, Claude, or Gemini specifically to know Salesforce, you absolutely still need to fact-check all of the output because AI doesn’t always hit the nail on the head—we can attest to that! In other words, think of your AI as an intern with tons of knowledge but limited experience.
How AI Can Help You Pre-Scope Your Salesforce Project
You don’t need to be a developer or an admin. All you need is a few questions and the right prompts. Let’s walk through how to do it:
1. Define Your Business Goals And Let AI Map Them to Salesforce
First, what are you trying to fix, improve, or streamline? Are your sales reps spending too much time entering data? Are you flying blind when it comes to forecasting?
Start by listing your core objectives and then feeding those goals into AI and asking it to suggest Salesforce products or features that fit. If you have already drafted a scoping document, even better! Give that to ChatGPT.
Try this AI prompt:
My company wants to improve sales forecasting and reduce manual data entry for reps. What Salesforce products and features are typically used for this, and how complex is the implementation?
You’ll likely get an answer like: “Sales Cloud with Forecasting, custom Opportunity Stages, and Flow Builder for automation.”
Not bad, right? Just remember, AI pulls from public info and industry patterns. It’s not quoting Salesforce directly, it’s just giving you a smart starting point. For licensing or architecture decisions, talk to a certified partner.
2. Turn Your Goals Into User Stories
Once you know what you’re aiming for, it’s time to get more specific. That’s where user stories come in. These are simple statements that describe what users want to do and why.
For example, instead of saying “We need automation,” you’d say:
As a sales rep, I want automatic follow-up reminders so I don’t miss out on active opportunities.
That’s clear and actionable, and it helps a partner give you a much better quote because these user stories become the building blocks of a scope document.
Try this AI prompt:
Write five user stories for a sales team using Salesforce to manage deals, get follow-up reminders, and generate pipeline reports.
3. Ask AI for Ballpark Estimates
Now that you’ve got some goals and user stories, let’s talk about effort. What will it actually take to build? While AI can’t give you a guarantee, it can offer some realistic benchmarks based on the size of your team and the scope of your needs.
Try this AI prompt:
What is the typical time and effort (in hours or weeks) for implementing Salesforce Sales Cloud for a 20-person B2B sales team, including lead tracking, pipeline stages, and automation using Flow Builder?
This kind of baseline helps you evaluate partner quotes with a sharper eye.
4. Generate a Draft RFP
Once you’ve collected your goals, user stories, and estimates, AI can help you turn them into a short, structured Request for Proposal (RFP). An RFP makes it way easier for partners to understand what you need and respond with meaningful proposals.
Try this AI prompt:
Use the following business goals and user stories to draft a simple Salesforce RFP I can share with partners. Include a section for timeline, team size, and preferred outcomes.
Then, just paste your earlier AI outputs and let it format the doc for you. In minutes, you’ll have a starting point that looks professional and gets results.
Pro Tip: Ask ChatGPT to generate a proposal in response to your RFP, as if it's a Salesforce Partner. It’ll give you a solid preview of what to expect from real vendors. You can even have it compare and contrast your submissions to determine which best aligns with your goals.
How DSG Scopes a Project (and Why That Matters)
At Dynamic Specialties Group, we love it when clients come in having done this kind of early work. It shows us you’ve thought about what matters and gives us something tangible to build on.
We also know that trust is earned, especially in the early stages of a Salesforce project. When scoping a project, we don’t throw out your ideas or replace them with boilerplate. Instead, we take a “listen first” approach. We’ll validate your assumptions, flag any gaps, and propose a few paths forward. You won’t get a black-box estimate. You’ll be in the loop, part of the process, and in control of your roadmap.
AI Helps You Start Smart, People Help You Finish Strong
Using AI to pre-scope your Salesforce project won’t solve everything, but it will give you more clarity and help you ask better questions, making for stronger conversations. Want to put these prompts—and more—to work for you? Download our free AI Prompt Guide for Scoping a Salesforce Project and start planning your project with clarity and confidence before you talk to a partner.
And when you’re ready to move from draft to done, DSG is here to help you turn your AI-powered draft into a real implementation plan. We’ll meet you where you are and take you where you need to go, with a scope that works for you, your team, and your business.
Give us a shout and let’s get started together.
