Blog - Coastal

5 Key Trends Driving Data Modernization in 2025

Data manager working on multiple computer screens showing data dashboards

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 […]

How Agentforce is Redefining AI: Insights from the Demystifying Agentforce Webinar

AI isn’t a distant concept—it’s here, and it’s advancing the way businesses operate, measure impact, and scale results. That was the central theme of the Demystifying Agentforce webinar hosted by Coastal, Salesforce, and Salesforce Ben. The webinar, featuring Sam Taylor, Coastal’s Director of Innovation and Emerging Technologies, and Sidd Shende, an Agentforce Product Manager at […]

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 […]

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 […]

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 […]

Unlock Portfolio Value: How Salesforce Drives Revenue for PE Firms

Business professional working at a laptop in a modern office setting.

If you’re not thinking about technology as part of your revenue strategy, you’re leaving money on the table. Salesforce is the key to maximizing returns in your PE portfolio. Don’t believe us? Let’s back up a little and explain: Private Equity Operating Partners are the driving force behind maximizing value and fueling scalable growth in […]

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.

Everyday Sustainability at Coastal

Two people recycling plastic bottles to celebrate Sustainability Day

At Coastal, sustainability isn’t just a once-a-year focus—it’s something we integrate into our day-to-day work. In celebration of Sustainability Day, here are a few ways we’re working to be more sustainable as individuals and as a company. Public Transportation We believe in making conscious choices that reduce our environmental impact. When our team travels, we […]

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

Two industrial workers wearing yellow hard hats and overalls are standing in a warehouse, discussing something. One is holding a clipboard, and the other is holding a tablet, with a pink graphic frame highlighting the scene.

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 […]

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, […]

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 […]

Home Services Efficiency: Get the Most Out of Your Salesforce Tools

Technician in blue coveralls and blue gloves installs an air conditioner and is outlined by a yellow Coastal flag.

In the home services industry, operational efficiency is crucial. Imagine a call comes in—your best technician is halfway across town, only to find out their next appointment was rescheduled an hour ago. Back at the office, your customer service team is scrambling to explain a delayed invoice because the billing system didn’t sync with the […]

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.

Salesforce Life Sciences Use Cases and Industry Insights

This image shows a woman in a pharmacy setting, wearing a white lab coat, suggesting she is a pharmacist or healthcare professional. She is standing in front of shelves filled with various medications, attentively selecting a box from the shelf. She holds a tablet in one hand, possibly using it to manage inventory or access patient records. The background consists of neatly arranged medication boxes, creating a clean and organized environment. The image has a modern, professional tone, with a pink geometric shape framing part of the image for added visual interest.

Explore 3 life sciences use cases showing how Coastal’s Salesforce solutions help Life Sciences companies, including MedTech and pharma, streamline operations, connect data, and drive growth.

Upgrading MedTech Field Service and Sales with Salesforce

A smiling healthcare professional in a white coat and blue scrubs shakes hands with a business professional across a table.

Improve MedTech field service and sales with Salesforce. Streamline operations and optimize territories with tools like Field Service Lightning and Salesforce Maps for better outcomes.

The Ultimate Guide to Salesforce Data Cloud

If you’re like most, your business has tons of customer data—purchase history, website behavior, support interactions, demographic information and more. But it’s scattered across different systems, making it difficult to actually use. Salesforce Data Cloud is the solution to this data chaos. It unifies sources without duplicating data, resolves inconsistencies, and delivers a 360° profile in […]