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How to Master Salesforce Planning and Supercharge Your 2025 Strategy

How to master Salesforce planning blog header

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 […]

Behavioral Health

Achieve Better Behavioral Health Outcomes with Salesforce Meet with an Expert When people need behavioral healthcare services, every second counts. Whether someone is experiencing new symptoms, worsening conditions, or is in full crisis, rapid responses are critical. But outdated systems, manual tasks, and scattered data slow things down—making it harder to bring in new clients, […]

Salesforce Planning Toolkit

Go into beast mode for 2025 planning. Get the strategy & tools to get it done with Salesforce. TLDR: Ready to supercharge your 2025 strategic planning? 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 Still with us? Let […]

Reimagining Faith in the Age of AI

This session explores the profound impact of technology on faith communities, empowering them to connect more deeply with their audiences and expand their reach.

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

Three Coastal employees in front of the Coastal booth at the Dreamforce Campground.

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 […]

What exactly is ROAI—and why does it matter?

At Coastal, we emphasize ROAI because it’s not just about deploying AI solutions—it’s about ensuring those solutions drive measurable results while letting you focus on the work that matters most. We leverage modern technologies and tools like Salesforce, Data Cloud, and Snowflake to deliver these outcomes with precision.