True North for Data Modernization & Strategy

Coastal’s True North for Data Modernization & Strategy is a six-week program designed to help you modernize how you store, transform, and activate your data.
Global Manufacturer uses Agentforce to Resolve High-Cost, High-Volume Support Challenges

To ensure impact with its first agent, Coastal worked with Hagen to identify the highest-volume, highest-cost areas for optimization. Hagen chose to deploy a service agent for its Fluval Aquatics brand to improve efficiency and enhance the customer support experience by reducing service team workload and increasing customer self-service.
Choosing Your Salesforce Growth Path: In-House vs. Managed Services

Choose the Model that Drives Real Results Your Salesforce management model makes or breaks your outcomes. Whether you run it in-house or partner externally, this guide helps you evaluate the tradeoffs and pick the path that delivers stronger ROI. In-House vs. Managed Services Compare cost, control, and scalability across both management models. What Success Takes […]
5 Key Trends Driving Data Modernization in 2025

The landscape of data modernization is evolving faster than ever, and 2025 is set to bring transformative shifts that redefine how businesses leverage their data. From embracing cutting-edge cloud strategies to empowering users with AI, these key trends are reshaping the future of data management. 1. Adopting Cloud-First Strategies This ongoing trend, rooted in the […]
Revenue Management: Salesforce CPQ & Revenue Cloud Explained

Revenue management has outgrown traditional tools. What was once about generating quotes has expanded into managing subscriptions, dynamic pricing strategies, and complex post-sale workflows like renewals, provisioning, and fulfillment. To stay competitive, businesses need systems that are flexible, connected, and built to scale. For over a decade, Salesforce CPQ (Configure, Price, Quote) has been the […]
Demystifying Agentforce: A Fireside Chat with Coastal and Salesforce

How to Master Salesforce Planning and Supercharge Your 2025 Strategy

As we approach the end of the year, every business leader knows it’s crunch time. EOY planning is about setting the stage for a strong, successful 2025. But let’s be honest – it’s a beast of a task. Every successful business strategy boils down to one thing: clarity. Clarity on what worked, what didn’t, and […]
Coastal Explains Salesforce Releases: Winter ’25 Edition

Salesforce’s Winter ’25 release introduces important updates designed to make teams more efficient, responsive, and connected. By embedding AI more deeply, enhancing mobile tools, and simplifying the interface, these changes help teams work smarter, reduce manual tasks, and get faster insights. For businesses looking to get more from Salesforce, these updates offer tools that help […]
Coastal Waves: Simplifying Salesforce Management for Better Performance & Results

Coastal’s Waves approach guides teams to focus on what matters most and setting a steady pace for Salesforce improvements to keep quality high, encourage team adoption, and track measurable results.
Free Virtual Workshop: Data Cloud & Agentforce Your Way

Discover what Agentforce could look like in your organization through a complimentary workshop led by one of our experts.
Simplify Data Complexity: How Snowflake’s Interoperable Storage Enhances Salesforce

With Snowflake’s Interoperable Storage, Salesforce users spend less time wrestling with multiple storage systems and custom pipelines and more time gaining insights that drive your business forward.
The New Rules of Customer Loyalty in Manufacturing

Customer loyalty in manufacturing isn’t guaranteed. Delivering a great product isn’t enough—customers expect seamless experiences, personalized service, and reliable partnerships. To meet these demands, manufacturers need a fresh approach to how they engage and retain customers. Trust Over Transactions Trust is at the heart of loyalty. It’s what keeps customers coming back, even when competitors […]
Salesforce Planning Toolkit

Salesforce Planning Toolkit

Your Salesforce Toolkit for better ROI in 2025. Smarter strategies. Bigger wins. Transform your Salesforce investment into measurable results for 2025 and beyond. We’ve got 4 free tools to help you crush it: 1 immediate action 1 five-minute quiz 2 workshops with our Salesforce Experts Get the Goods Your 2025 Goals Made Achievable A new […]
Unlock the Full Potential of Your Salesforce Data with Snowflake

Explore why Snowflake is essential for Salesforce users, how it integrates seamlessly, and why Coastal is the perfect partner to help you leverage its full potential.
Modernizing Manufacturing Field Service with Salesforce

Field service operations in manufacturing are evolving. It’s no longer just about solving problems after they occur—manufacturers are finding ways to stay ahead of issues, ensuring machines keep running, technicians have everything they need, and customers are well taken care of. At Coastal, we work with manufacturers to modernize these operations through Salesforce Field Service, […]
Manufacturing Excellence: Revolutionize Data & Forecasting

Join Coastal for a deep dive into how Salesforce Data Cloud can revolutionize your manufacturing business.
The Data Cloud Blizzard: Navigating Salesforce and Snowflake

Don’t miss out on this insightful session where experts from Coastal and Snowflake dive deep into the synergy between Snowflake Data Cloud and Salesforce Data Cloud.
Preparing for Digital Transformation: Find Your True North

This session provides a practical framework for preparing for digital transformation and turning your Dreamforce inspiration into actionable initiatives.
How to Plan & Execute an AI Strategy for Impact

The AI revolution is here, and Salesforce is leading the charge with the groundbreaking announcement of Agentforce at Dreamforce 2024. But are you ready to harness its full potential?
Customer Obsessed Podcast LIVE with Snowflake VP Amy Kodl

Recorded live at Dreamforce, this podcast episode offers a candid and insightful conversation about the evolving world of data, AI, and customer experience.
Unscripted Dreamforce Keynote Debrief with Eric Berridge & Godard Abel

Go beyond the buzzwords and get a real look at Salesforce’s AI vision in this engaging fireside chat with Coastal CEO Eric Berridge and G2 CEO Godard Abel.
Salesforce for Peak Performance Diagnostic

SIGN UP FOR FREE What’s included? Salesforce Org Scan Report Gain insights into usage, security, automations, performance, and more with visualizations for easy interpretation and benchmarks against industry standards to guide improvement. Strategic Recommendations Leveraging over 20 years of consulting expertise, we’ll deliver tailored recommendations based on our thorough analysis of your org scan. Actionable […]
Agentforce FAQ: Everything You Need to Know

Salesforce’s Agentforce is making AI a practical tool for business by going beyond simple assistance to taking meaningful actions. Announced ahead of Dreamforce, Agentforce is designed to help teams get more done by leveraging AI as an active participant in everyday processes. Sam Taylor, Coastal’s Director of Innovation, was invited to an exclusive Agentforce workshop […]
Dreamforce 2024 Recap & Resources

Dreamforce 2024 once again showed why it’s the go-to event for business and tech leaders. This year’s focus? Using AI and data to unlock growth and simplify complex innovations for everyone. We got to dive into insightful sessions, hands-on workshops, and real-world discussions about how these technologies are transforming industries. Below are some of the […]