Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Coalescence Salesforce Certinia & Claude Project Rescue
Salesforce & Certinia experts we rescue stalled projects & deliver results.
- Industry Competencies
- High Tech
- Product Competencies
- Agentforce SalesAgentforce ServicePlatform
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 14
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 50
Coalescence rescues failed Salesforce and Certinia implementations and connects sales, delivery, and finance—backed by a 4.89 rating. We turn stalled projects and disconnected operations into measurable results.
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

- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
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
United States • Canada • India
Languages
English