Implementing Salesforce AI: Move from Experiments to Impact
Salesforce AI momentum is building, but there’s a gap between experimentation and impact, and it seems to be growing. To understand more, Coastal surveyed 120+ Salesforce-powered organizations to understand what’s getting in the way – and what it takes to move from AI experimentation to results at scale. In this conversation, we’ll break down the real blockers and share clear, practical ways to move forward.
When Your Casino’s Guest Experience Hits the Jackpot—for Your Competitors
Your casino has spent millions crafting a luxury experience. Premium rooms. High-end restaurants. Exclusive gaming areas. And still, guests bounce between properties. Why? Because luxury isn’t rare anymore. It’s expected. What sets winning casinos apart isn’t marble bathrooms—it’s the feeling guests get when they walk through your doors. That sense that you know them. That […]
Data Cloud
Coastal was hand-picked Salesforce to be part of their exclusive Agentforce Partner Network and has deployed agents across industries.
The Missing Piece: Why Companies Miss Revenue Opportunities (And How to Fix It)
Here’s the truth nobody’s talking about: In chasing growth, most tech companies have built a wall between sales and product—when they need a bridge. On one side: your sales organization. Relationship masterminds. Conversation experts. Operating with limited visibility into how customers actually use your product. On the other: your product team. Data-rich. Usage-aware. Creating insights […]
AI Isn’t Delivering—Here’s What To Do About It
This report brings together insight from over 120 Salesforce-powered organizations, plus what we’ve seen firsthand guiding teams through the shift to Data & AI Modernization.
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.
Agentforce Powers Instant & Accurate Customer Support for Mortgage Leader
Designed and implemented an AI customer service assistant solution that seamlessly integrates Salesforce Agentforce into this organization’s Loan Servicing Platform—giving agents instant access to the information they need.
10 Big Bets on AI in the Salesforce Ecosystem for 2025
The AI revolution is here, and in 2025, the window to gain a competitive edge is narrowing as AI maturity converges with business urgency. Businesses using Salesforce need to move beyond the hype to stay ahead. Powerful AI platforms like Agentforce are rapidly maturing, placing unprecedented power in the hands of businesses ready to embrace […]
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 […]
Agentforce 2.0 Explained: Real Progress, Real Questions, and What Comes Next
Salesforce’s AI agents are smarter, more transparent, and ready to transform workflows. Here’s what businesses need to know—and what’s next. Just months after introducing Agentforce, Salesforce is back with Agentforce 2.0. At the launch event, Marc Benioff and Salesforce’s product leaders doubled down on a bold vision: AI agents are the future of work, and […]
Is Your Data AI-Ready? 4 Key Questions to Ask
Artificial intelligence is making waves in every industry, promising faster decisions and smarter insights. But here’s the catch: AI is only as good as the data feeding it. That means the question isn’t “Do I have enough data?” It’s “Do I have the right data?” Preparing your data for AI is more than a technical […]
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 […]
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.
Beyond the Core: Enhance Your Institutional Efficiencies with Salesforce
This thought-provoking session explores innovative Salesforce use cases beyond traditional recruiting, admissions, and advancement applications.
Manufacturing Excellence: Revolutionize Data & Forecasting
Join Coastal for a deep dive into how Salesforce Data Cloud can revolutionize your manufacturing business.
Smart Collections: Balancing Liquidity & Risk with Technology
Explore how to optimize your collections process using Salesforce Financial Services Cloud (FSC) and create a more efficient and customer-centric experience.
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.
Unlocking Success with Financial Services: Best Practices & AI-Powered Insights
This insightful session explores how financial institutions can leverage data and AI to drive business value, improve efficiency, and enhance the 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.
Transforming the Consumer Healthcare Journey: Salesforce + EMR Connect
Explore how healthcare organizations can leverage data and technology to transform the consumer healthcare journey.
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 […]
Implementation
At Coastal, we simplify Salesforce implementation by bringing together deep expertise and a streamlined process. You get a team of North America-based experts that are easy to collaborate with, providing clear communication and top-tier project management.
