Quiet Signals, Smarter Fundraising: A Donor Engagement Guide for Nonprofits

Most people don’t announce their interest. They give quietly—a one-time gift, a scanned QR code, a form filled out on a Tuesday afternoon. Those moments might not feel dramatic, but they’re openings. And if you can catch them in time, they’re the start of something more. The problem is they often slip past unnoticed. Not […]
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.
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 […]
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.
Coastal’s Behavioral Health Solutions in Action

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, […]
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.
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.
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.
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.
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.
AI for Good: Revolutionizing Nonprofit Fundraising

Explore how nonprofits can leverage AI to supercharge their fundraising efforts and deepen donor engagement.
Migration Made Simple: A Roadmap to Education & Nonprofit Cloud

This informative session, led by Coastal’s education and nonprofit experts, provides a clear roadmap and framework for migrating to Education Cloud or Nonprofit Cloud.
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 […]