Real-world Examples of Agentforce, Data Cloud, and Snowflake In Action
Too many teams buy Agentforce and stall before production. Learn how PenFed got multiple agents live in one of the most regulated industries in the country.
The AI Operations Report 2026: Manufacturing
From governance and human oversight to data readiness and post-launch operations, this report reveals what it takes to scale AI on the factory floor.
The AI Operations Report 2026: Financial Services
Dig into how legacy data silos, governance gaps, soft ROI metrics, and stretched teams play out across 150 financial services organizations.
The AI Operations Report 2026
A new research report from Coastal and Oxford Economics, based on a survey of 800 U.S. business and technology leaders using AI in their organizations.
AI Maturity Benchmark Assessment
Compare your AI program to 800 leaders surveyed with Oxford Economics in 2026. Five questions, five minutes, and recommendations tailored to your results.
AI Pathfinder
A focused engagement that pairs a short conversation with deep technical analysis, so you walk away with a clear view of where your AI investment can actually pay off.
How to Operationalize AI in Salesforce
AI headlines promise transformation, but what’s actually happening inside organizations trying to scale AI?
The AI Operations Report 2026
A new research report from Coastal and Oxford Economics, based on a survey of 800 U.S. business and technology leaders using AI in their organizations.
ISG Names Coastal a Salesforce Leader for the 5th Year Straight
Enterprise capability. Midmarket agility. Real results.
Now part of TCS, Coastal is recognized by ISG alongside top enterprise firms while still delivering the speed, flexibility, and hands-on support growing organizations need.
The Equipment Finance Growth Blueprint
When your origination systems don’t talk to each other, manual work fills the gaps—capping your funding volume and increasing cost per deal. This blueprint shows how to close it.
The Specialty Contractor Billing Scorecard
Find out how many days—and how much money—sit between work completed and invoice sent. Then see exactly where in your operation the delay is building.
The Specialty Contractor Billing Scorecard
Find out how many days—and how much money—sit between work completed and invoice sent. Then see exactly where in your operation the delay is building.
Agentforce Revenue Management Readiness Evaluation
As the #1 ranked Revenue Cloud partner on Salesforce AppExchange, Coastal will give you an honest picture of what Agentforce Revenue Management would involve for your organization.
Agentforce Workshop: From Design to Implementation
See how Big Brothers Big Sisters turned months of matching work into instant, AI-powered recommendations—and achieved measurable results in 90 days.
The Responsible Data Revolution: Better Student Outcomes and Better Reporting Using CRM Data
Learn how moving to Salesforce Education Cloud connects your student data to forms, portals, and processes—so you can improve student experiences without compliance risk.
nCino Strategy Session
You’ve invested heavily in nCino, but workflows, team handoffs, gathering requirements, document generation, and credit memos still take too long. Spend one hour with us to get recommendations that will help speed up your lending process.
The Salesforce Org Merge Decision Framework
Take the guesswork out of your platform consolidation. Use this framework to define your new operating rules and build the right architecture from day one.
2026 Data Strategy Toolkit
Don’t build next year’s data & AI strategy on shifting sands. Design a solid foundation with our 3-step toolkit.
Scaling Salesforce in Financial Services
Join experts from Peoples Bank, Coastal and Gearset for a practical session on how a smart DevOps strategy empowers financial services.
Dreamforce Decoded: Filtered, Field-Tested, Ready for Action
Worried your CRM Analytics assets will become fossils in the world of AI? Learn how to use existing datasets to power live analytics conversations and transform the way your entire organization understands and acts on information.
Activating Your Existing CRMA Datasets for Agentic AI with Tableau Next
Worried your CRM Analytics assets will become fossils in the world of AI? Learn how to use existing datasets to power live analytics conversations and transform the way your entire organization understands and acts on information.
From Data to Dollars: Real Revenue, Lower Cost with Salesforce & Snowflake
Disconnected data wastes time and money. Salesforce + Snowflake unify your data, making it usable—so decisions are faster, costs shrink, and results scale.
How to Future Proof Your Revenue Stack
With Salesforce CPQ nearing end-of-sale, it’s time to modernize. Learn how Revenue Cloud Advanced (RCA) simplifies quoting, cuts risk, and scales with your business.
Fast-Track Your Switch from CPQ to RCA
With Salesforce CPQ nearing end-of-sale, it’s time to modernize. Learn how Revenue Cloud Advanced (RCA) simplifies quoting, cuts risk, and scales with your business.
Fueling Financial Futures: A Banking & Credit Union Executive Conversation
Client expectations are rising, advisors are burning out, and AI is rewriting the rules. See how banks and credit unions are rethinking service, growth, and engagement.