Coastal earned the 2027 Salesforce Partner of the Year Award in System of Context (Data 360) for harmonizing data across disparate sources and unlocking new business value for PenFed Credit Union.
Coastal unified PenFed’s systems and data to deliver a single view of members and employees, while enforcing strict security and regulatory controls. On this foundation, PenFed consolidated its member feedback platform into Salesforce and deployed AI agents at enterprise scale, serving 2.8 million members and employees while automating more than 100,000 actions each day across support, servicing, and analytical workflows.
“PenFed’s transformation shows what happens when trusted data becomes the foundation for enterprise AI. Working alongside PenFed and Salesforce, Coastal’s deep technical expertise turned that foundation into measurable value — improving member experiences while saving millions in annual labor costs. This Salesforce Partner of the Year Award validates our disciplined delivery approach to moving clients beyond AI experimentation into governed, measurable, enterprise-wide transformation. This recognition is a testament to the innovation and delivery excellence our teams bring to every engagement,” said JP Owens, Chief Growth Officer, Coastal.
“Coastal has been an exceptional partner in turning our complex data and AI vision into reality. They understood the requirements of a highly regulated financial institution and worked alongside our teams to build a trusted data foundation for AI at enterprise scale,” said Nicole LaCamp, Senior Vice President, Platform Strategy & Engineering, PenFed Credit Union. “Coastal moved quickly without compromising governance, unifying fragmented systems and data to deliver solutions that directly benefit our members and employees. Their expertise, collaborative approach, and commitment to measurable outcomes made them a true extension of our team, and we’re proud of what we’ve accomplished together.”
“Partners are at the heart of everything we do at Salesforce. The pace of innovation has never been faster, and global enterprises are turning to our ecosystem to turn technology into real measurable success, seeking transformation that no single company can drive alone. And the impact is real. From deploying Agentforce to reimagining workflows in Slack to unlocking trusted data with Data 360, partners are at the forefront of redefining how companies operate,” said Andrew Kisslo, Senior Vice President of Global Partner Strategy and Programs, Salesforce.
Salesforce’s expansive partner ecosystem is a critical catalyst for organizations looking to rapidly deploy AI and unlock the full power of the Agentic Enterprise. By combining deep industry expertise with our trusted AI, data, and CRM platform, these partners ensure every company can scale autonomous agents seamlessly to drive unprecedented business success. Coastal is a prime example of an ecosystem partner delivering creative solutions to help customers navigate their biggest hurdles and jump from proof of concept to adoption.
The 14th annual Partner of the Year Awards recognize the significant contribution Salesforce partners have made through AI agent implementations, measurable Agentforce success stories, and driving customer adoption that fuels real business growth. “Today we’re excited to announce the new 2027 Salesforce Partner of the Year Awards Winners, a program that celebrates the partners like Coastal doing this work exceptionally well,” Kisslo said.
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