4.96/5 on the Salesforce AppExchange (75 reviews) · 4.5/5 on G2 (83 reviews) · Salesforce partner since 2015.

What AI tools should a Salesforce consultant learn?

Learn the ones that run inside Salesforce, on Agentforce, against real project data — because those are the ones a client can actually put into production. Klient PSA ships nine Agentforce agents plus MCP1.

Plenty of consultants can talk about AI. Far fewer can sit with a services firm and configure an agent that drafts a real project status report from that firm’s own data. Closing that gap is the point of this page. Meet the Klient PSA AI agents.

Why PSA work is worth learning

Professional services automation runs the money side of a services firm: quoting, staffing, timesheets, billing and project margin.

That makes a PSA project longer and closer to revenue than a typical Sales Cloud build. It touches the numbers a managing partner reads every Monday, so it gets budget and it gets attention. And far fewer consultants have actually delivered one — which is the opening.

Klient PSA is the Salesforce PSA: standard objects, flows, reports and permissions, with no external database and no middleware. Your Salesforce skills carry straight over. There is no second platform to learn first.

What do you get?

New to consulting? Start here.

You do not need clients to start. You need one project you can show someone.

Take the free courses. Then request a trial org and build a single project end to end: a rate card, a resource plan, a timesheet, an invoice, and a status report drafted by PLANNY1. That is a working example you can walk a client through — on the platform they already run, with AI agents on top of it.

Straight answer: five hours of eLearning makes you conversant, not experienced. Building the project is what makes the difference, and it is the part nobody can do for you.

How do you get started?

1. Take the first course. Thirty-five minutes, free. Ten Klient PSA eLearning courses in total, about five hours, self-paced.
2. Build one project in a trial org. Rate cards, a resource plan, a timesheet, an invoice, an agent-drafted status report. That is the project you can demonstrate.
3. Bring a deal, or refer one. Apply to the Partner Program if you want to deliver the work. Submit a referral if you would rather just make the introduction.

A Sales Cloud build vs. a Klient PSA delivery project

Who is Klient PSA for?

Consultancies already delivering Klient PSA

Independent consultancies implement Klient PSA for their own clients — among them Incloud, Growteq, TruSummit Solutions, 28 North Consulting, Englhard Consulting, Saasinct and Alto Consultants. The full list is on the Klient partner hub.

Know a firm that needs PSA? Refer it.

You do not have to deliver the work to earn from it. If you know a services firm of 50 to 1,000 people fighting utilization, timesheet compliance or unknown project margin, hand it over. Klient runs the deal; you get paid on the close.

Frequently asked questions

I don’t have any clients yet. Is this still worth my time?

Yes, if you finish it. The courses are free and the trial org is real, so the only cost is your time. What you come away with is a configured Klient PSA project you can demonstrate — the difference between saying you know PSA and showing it.

Do I need to be a Salesforce partner, or a Klient customer, to learn Klient PSA?

No. The Klient PSA eLearning courses are free, and any consultant or admin can request a 30-day trial org. Joining the Klient Partner Program is a separate application: you describe what your practice does, and the partner team follows up.

How long before I can actually deliver a Klient PSA project?

Longer than the courses alone. About five hours of eLearning makes you conversant with the data model and the quote-to-invoice flow; building one project end to end in a trial org is what makes you useful on a real implementation. For reference, a standard customer go-live is 3 weeks.

What does Klient expect from a partner?

Partners deliver implementations and earn 10–15% ARR on the licenses they introduce. In return you get partner management, sales enablement and daily office hours. Deal-specific terms are covered by the partner team when you apply.

How much does Klient PSA cost?

Klient PSA starts at $39 per user per month, billed annually, with the Salesforce platform license included. The tiers are $39, $59 (Enterprise) and $129 (Ultimate). The AI agents are $1,000 one-time each.

Is Klient PSA really native to Salesforce?

Yes. Klient PSA installs from the Salesforce AppExchange and runs on standard Salesforce objects, flows, reports and permissions. There is no external database and no middleware, so your existing Salesforce skills transfer directly.

What do the AI agents do, and do I have to learn them?

Klient PSA ships nine Agentforce agents — SCOPEY1, PLANNY1, TIMEY1, STAFFY1, GUIDY1, TOUCHY1, CASEY1, DEVY1 and KNOWWY1 — plus MCP1, which connects any AI assistant to live project data. They are optional add-ons at $1,000 one-time each, so you can implement Klient PSA without them. Knowing them is what separates you from a consultant who can only talk about AI.

What is the difference between the partner program and the referral program?

Partners deliver the implementation and earn 10–15% ARR on the licenses they introduce. Referrers only make the introduction — Klient runs the sales cycle and pays on the closed deal.