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Coalescence Salesforce Certinia & Claude Project Rescue

Salesforce & Certinia experts we rescue stalled projects & deliver results.

Salesforce Consultants
Industry Competencies
High Tech
Product Competencies
Agentforce Sales
Agentforce Service
Platform
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
14
Certifications
The number of certifications held by people at this organization that align to competencies
50

Description

Salesforce and Certinia transformations fail when strategy, process, data, and delivery fall out of alignment. Coalescence brings them back together. We are a Salesforce SI and Certinia consulting partner specializing in project rescue, implementation, optimization, and managed services. Clients call us when projects stall, underdeliver, or lose stakeholder confidence. We find root causes, stabilize delivery, and put programs back on a practical path to measurable outcomes. For professional services and B2B technology companies, we connect sales, delivery, and finance to improve handoffs, utilization, project margins, billing, forecasting, and executive visibility. Our expertise spans Salesforce Sales Cloud, Service Cloud, Agentforce, Data 360, Revenue Cloud, Certinia Professional Services Cloud and Financial Management, Box, and trusted AI with Anthropic Claude. Choose Coalescence for an independent second opinion, troubled-project takeover, new implementation, platform optimization, managed services, or a practical AI use case moved from pilot to production. Start with a Project Rescue Assessment or Services Margin Leak Review.

Highlights

Project Rescue — When an implementation stalls or fails, Coalescence takes over. We uncover root causes, stabilize the program, rebuild stakeholder confidence, and deliver the business outcomes the project was meant to achieve.

Connected Services Operations - We connect sales, delivery, and finance across Salesforce and Certinia to improve handoffs, resource planning, utilization, project margins, billing, forecasting, and customer success.

Trusted AI From Pilot to Production - We combine Agentforce, Data 360, Box, and Anthropic Claude with secure data and practical workflows to move high-value AI use cases into production.

Provider Details

Coalescence Cloud Consulting
Frisco, TX, USA
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2020
Phone
972.836.7845

A trusted Salesforce SI partner that drives the growth of your business by providing a tailored expert approach to navigate complexities and identify pain points for successful digital transformation. We are B2B Digital Transformation Experts in Salesforce Platform Implementations & Managed Services - All Salesforce Clouds + Certinia (formerly known as FinancialForce), Flosum, Formstack and other ISV solutions.

Geographic Focus

Shows the regions where the provider operates or has done business
Countries

United States • Canada • India

Languages

Supported Languages

English