Dreamforce 2025: Salesforce and the Agentic Enterprise
Dreamforce 2025 delivered everything you’d expect—big keynotes, polished demos, and plenty of excitement about AI. But this year, the tone was more grounded. Salesforce balanced ambition with depth, pairing its vision for AI with the engineering work that makes it real: stronger architecture, observability, and control. When Agentforce launched last year, it marked Salesforce’s proof […]
Make Friends With Your Data: Why Nonprofits Need a Smarter Data Strategy Now
If you’re leading a nonprofit today, you already know the math doesn’t add up. More need. Less funding. Donors who expect proof, not promises. According to the latest 2025 State of the Nonprofit Sector Report, 65% of nonprofits struggle with staffing shortages, while 77% report increased demand for services, especially in mental health and social […]
8 Questions Leaders Like You are Asking About Data Modernization, Salesforce Data Cloud, and AI
In our recent data workshop series, business and IT leaders raised practical questions about modern data architecture and AI, covering concerns around governance, speed, workflows, and accuracy: Will Salesforce Data Cloud duplicate what we’ve already built in Snowflake, Databricks, or BigQuery? Can the architecture scale across the enterprise? How do ERP and other legacy systems […]
Already Have Tableau? Here’s Your Guide to What Tableau+ Unlocks
For years, Tableau has been the go-to place for analysts to visualize and explore data. But most employees spend their day in Salesforce. That split leaves a gap: Tableau insights don’t naturally appear where people work, and bridging the two often drives up costs and complexity. That’s where Tableau+ comes in. Tableau+ is Tableau’s premium […]
Salesforce Revenue Cloud for Nonprofits: Simplify Quoting and Billing at Scale
How Salesforce Revenue Cloud helps revenue-generating nonprofits streamline sales-related processes, reduce administrative overhead, and stay focused on mission-critical work. If your nonprofit delivers services or products, offers memberships, software licenses, or provides training, your operating model is fundamentally different from traditional fundraising organizations. But despite those crucial differences, your team is still managing sales processes […]
CRM Analytics + Tableau Next: Make Your Analytics Work for Everyone
Tableau Next isn’t replacing CRMA. It’s making your analytics usable by everyone who needs them. You’ve spent years refining CRM Analytics (CRMA), building recipes, dashboards, and business logic that reflect how your org operates. That foundation matters. But insights are still not reaching the people who need them, when they need them. Sales managers file […]
Zero Copy in Salesforce: The Fix for Data Lag, Stale Insights, and Integration Overhead
Coastal architects the data layer and activates it in Salesforce, so your Zero Copy deployment delivers measurable outcomes, not just theoretical potential.
Salesforce is retiring workflow rules. Here’s how to avoid a messy migration to Flow.
Flow is the future. But without a plan, it’s a platform risk. Salesforce is officially ending support for Workflow Rules and Process Builder. Every Salesforce org needs to migrate to Flow—including yours. And while Salesforce offers a migration tool, it doesn’t actually plan or optimize your transition. It copies what exists, logic and flaws included. […]
Dreamforce Guide: Your Dreamforce 2025 Essentials from Coastal
Get the ultimate guide to Dreamforce 2025 from Coastal with tips, exclusive opportunities, and the best ways to maximize your experience.
Why Salesforce Outperforms Point Solutions for Enrollment Growth
Your enrollment CRM should accelerate growth, not constrain it. If you’re managing workarounds just to launch new programs or adapt mid-cycle, it’s time to rethink your foundation.
Why Health and Human Services Leaders Are Adding Salesforce to Their EHR Stack
If you’re a provider organization of health and human services (HHS), chances are you’ve already made a significant investment in your electronic health record (EHR) system. It’s the heart of clinical documentation and compliance, and supports the revenue cycle. So the natural question most providers ask is: If the EHR manages clinical care, what does […]
Outgrowing CPQ? 10 Ways Salesforce Revenue Cloud Builds a Smarter Revenue Engine
For the last decade, Salesforce CPQ has helped teams quote faster and manage complex configurations. But as revenue models evolve, its rigid structure is starting to hold organizations back. Revenue teams are now managing hybrid pricing, subscription models, automated billing, and dynamic contract terms—all at once. The complexity has outgrown CPQ’s original design. Salesforce Revenue […]
From Vision to Action: 7 Real Takeaways from Salesforce Connections 2025
This year’s Salesforce Connections felt different. What stood out was the clarity. The path forward for marketing teams isn’t just about more data or more AI. It’s about doing less busywork, making smarter moves, and building systems that actually scale, and putting an end to traditional “do-not-reply” marketing. Here’s what we took away from the main stage—and what it means for marketers who want more than a flashy demo.
Tableau Next & Unlocking Live Analytics Conversations: Your Data Layer Now Runs the Show
Ask a simple question: “What’s driving the churn in Northeast revenue?” Instead of navigating dashboards and squinting at charts, you get an answer. The causes. The metrics. The context. All surfaced instantly, in language you understand. Within seconds. This shift isn’t theoretical. It’s already happening in Tableau Next. Dashboards helped teams align around performance. But […]
From AI Experiments to Impact: 5 Takeaways + Next Steps That Actually Matter
Hosted by Salesforce Ben, this webinar brought together leaders from Coastal, Salesforce, and Mural to unpack why AI isn’t delivering—and what to do about it. The AI Stall-Out: It’s Not the Tech That’s Broken AI investment is growing. But the results? Still limited. Two-thirds of Salesforce-powered organizations are increasing their AI budgets. Yet only 21% […]
Why AI Isn’t Delivering: Key Findings from Coastal’s 2025 AI Report
Despite explosive interest in generative AI, most organizations are still struggling to turn potential into measurable performance. New data reveals where the disconnect lies—and how to fix it.
You Modernized Manufacturing Operations. Did You Modernize the Customer Experience?
I recently attended a major manufacturing conference, where digital transformation dominated every conversation. For a day and a half, we heard about operational efficiency, process automation, IT infrastructure overhauls, and data centralization. But it wasn’t until lunch on day two that someone finally mentioned the customer. That silence speaks volumes. It reflects a broader issue […]
Salesforce Announces New Flexible Agentforce Pricing: What It Means for You
Salesforce has officially unveiled a new flexible pricing model for Agentforce and its broader generative AI capabilities, moving away from the previous per-conversation charge. This shift is designed to offer more transparency, align costs with actual usage, and provide businesses with greater flexibility as they scale their AI adoption. As a member of the Agentforce […]
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 […]
Stop Reconciling Salesforce and Accounting Systems: Why Native Integration Changes Everything
This daily ritual is familiar at countless companies: exporting data from Salesforce, cleaning it in spreadsheets, and manually re-entering it into accounting systems. It’s more than tedious—it’s a silent productivity drain that’s holding back your entire business. The Hidden Costs of Disconnected Salesforce and Accounting Systems This isn’t just about inefficiency. It’s about the invisible […]
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 […]
How Smart Banks Unleash Treasury Management’s Revenue Potential
Every morning, your treasury management professionals arrive at work and perform a familiar ritual: They log into system #1 for remote deposit capture limits. Then system #2 for ACH transactions. System #3 for wire transfers. System #4 for positive pay. And on it goes. Then comes the magic—an elaborate Excel spreadsheet that ties it all […]
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 […]
Energy’s Next Move: Insights from DISTRIBUTECH 2025
Explore how energy companies use AI, data integration, and customer-centric strategies to turn industry challenges into opportunities.
5 Things You Need to Know Before Deploying Agentforce
Lessons from the Front Lines of Agentforce Implementation Agentforce launched in October last year, and we’re already seeing impressive use cases in action—from Salesforce’s own FAQ agent to AAA’s roadside assistance agent. The speed of adoption is incredible, with many of these AI-powered agents going live in under eight weeks. But a successful Agentforce launch […]