Salesforce Consultants

When service tools lag behind customer expectations, response times climb and satisfaction drops. Coastal implements Salesforce Service Cloud to boost efficiency, deflect cases, and reduce response times — all powered by data-driven insights and AI. From self-service portals to contact centers and field service, we help your team deliver exceptional experiences at every touchpoint using Agentforce's intelligent automation.

Customers reward relevance, not volume. But with rising acquisition costs, flat budgets, and pressure on attribution, delivering it at scale has never been harder. The fix isn't more campaigns — it's a stronger foundation. Coastal builds Marketing Cloud around unified data, seamless attribution, and alignment across sales and service, transforming it from a campaign tool into a true growth driver. Our certified team has hands-on experience across Journey Builder, Email Studio, Mobile Studio, and Personalization.

Somewhere between browsing and buying, customers are dropping off—and without the right data foundation, it's hard to know where or why. Coastal simplifies Salesforce Commerce Cloud, transforming your storefront into a personalized journey that drives revenue and customer satisfaction. From integration to optimization, our team ensures your commerce platform evolves alongside your customers' needs — delivering measurable results that fuel long-term success.

Disconnected revenue systems slow deals. Quotes stall, orders miss the mark, and revenue slips away. Coastal connects your full revenue motion with Salesforce Revenue Cloud, so every team, channel, and product runs off the same data. With AI spotting risks before they happen, your revenue process moves faster and smarter. As the #1 ranked Revenue Cloud partner on Salesforce AppExchange, we're the partner of choice for implementations, migrations, and optimizations.

Your AI and analytics are only as good as your data foundation. Salesforce Data Cloud gives you an actionable 360-degree view across your upstream and downstream systems, and Coastal's heavily certified team knows how to make it work. We harmonize and model your data using Data Cloud's tools, then activate it across your CRM, analytics, and marketing stack. The result: a connected, trustworthy data layer that powers smarter decisions across your entire organization.

Tableau is only as powerful as what feeds it—and when data lives in silos, the dashboards reflect that fragmentation. Whether you need a quick Tableau setup, custom dashboards, semantic layer modeling, or AI-powered insights with Tableau Pulse and Einstein Discovery, Coastal transforms your data into actionable intelligence. Our certified Tableau consultants help you build analytics that teams actually use — clear, visual, and connected to the metrics that matter most.

A proof of concept that never reaches the workflow isn't AI transformation—it's a demo. Coastal helps you identify high-impact use cases for Agentforce, deploy them quickly, and embed them into real workflows across sales, service, and operations. We go beyond the build — our approach includes governance, monitoring, and change management to make sure your agents actually get used and keep getting better.

Point-to-point integrations work until they don't. And when one breaks, the data gaps ripple across every system that depends on it. Coastal designs and implements MuleSoft integrations that connect Salesforce to your ERP, data warehouse, marketing platforms, and legacy systems — creating seamless end-to-end workflows. We build integrations that are scalable, governed, and designed to perform as your tech stack grows.

Slack is more than a messaging app, it's the hub where your teams, tools, and workflows come together. Coastal integrates Slack into your existing systems, from CRM to project management, and tailors the platform to your business and industry needs. We focus on change management and adoption so your team fully embraces Slack as the connective tissue across your operations.

Industry-specific workflows, compliance requirements, and data models don't fit neatly into out-of-the-box Salesforce—and partners without deep vertical experience often find that out mid-project. Coastal brings real-world context from day one, using AI and accelerators to shorten timelines and reduce risk. Whether you're migrating to an Industry Cloud or implementing one for the first time, we guide you through the right options for your business. And we stay accountable after go-live, continuously evolving your platform, data, and AI so the value compounds over time.

Coastal has deep expertise across: Communications Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Life Sciences Cloud, Manufacturing Cloud, Media Cloud, Nonprofit Cloud, and Public Sector Solutions.