Salesforce Consultants

Salesforce Built for How You Work

Too many Salesforce implementations are designed around the software, not the business using it. As a result, teams work around the system—and the platform costs more than it returns.

Coastal designs and delivers multicloud Salesforce solutions that match the way your business actually operates, so your teams can market, sell, serve, and scale with confidence.

Trusted by 1,700+ organizations. Proven over 8,000 projects.

Our Salesforce Consulting Services & Expertise

Agentforce Sales (formerly Sales Cloud)

When pipeline data is unreliable, forecasting is guesswork, and deals slip quietly. Coastal starts by understanding your sales process and business goals, then designs a system that's easy to use, powered by clean data, and built for the reporting your leaders need. With Agentforce embedded, your reps get intelligent recommendations and automated workflows that turn pipeline into revenue.

Ready to generate more value from your Salesforce platform?

What We Do

High-impact strategic consulting that aligns direction and priorities to a clear data-driven roadmap.

Clean, connected, and governed data foundations—integrated across Salesforce, Snowflake, and more—so your data is trusted, usable, and ready for AI.

Clear, actionable analytics that teams trust and use to deliver real business impact.

AI and agentic solutions designed to act as rapid business accelerators.

Launch high-value agents in 90 days, then optimize performance with cost control, governance, and human oversight—all tied to measurable business outcomes.

Continuous innovation and change management services that maximize platform ROI.

Salesforce

Multi-Cloud
Multi-Industry
Customer 360

5/5

AppExchange Customer
Satisfaction Rating

8,001

Successfully Delivered
Projects

637

Multi-Cloud
Experts

Coastal is a Leader—
Four Years in a Row

2025 ISG Provider Lens™ Salesforce Partner Report

Don’t just take our word for it—independent research firm ISG analyzed 52 Salesforce consulting partners and named Coastal a Leader in Salesforce and AI across multiple quadrants.

70%

Faster Service
Response Time

50%

Case Deflection

200%

Increase in Marketing Conversion Rates

What Our Customers Achieve:

Their deep Salesforce expertise paired with their ability to own and manage a large-scale implementation is unparalleled.

Actual Customer Review on G2

Customer Story

How a Healthcare System Went from Disconnected Tech to Patient 360° for Measurable Impact

Salesforce consulting frequently asked questions.

See FAQ

Related Content

First community bank (1)
How A Regional Bank Moved from Data Silos to a 360-Degree Client View
rumpke (2)
How a Regional Waste & Recycling Provider Built a Scalable Revenue Engine on Salesforce
Featured Image_Blog_Can I Use Salesforce to Manage My Customer Onboarding Workflows
Can I Use Salesforce to Manage My Customer Onboarding Workflows?