App Development Company

Idealist Consulting

Salesforce, data and AI consultancy helping nonprofits and mission-driven businesses use technology

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About Idealist Consulting

For nonprofits and progressive businesses, Idealist Consulting, of Portland, Oregon, works through the Salesforce platform and related technology. The firm was founded in 2006 and describes itself as a certified B Corp. Its work covers Salesforce implementation, managed services, data and artificial intelligence services, marketing automation and custom application development, all aimed at helping clients grow their mission impact.

Salesforce implementation and ongoing administration

The firm sets up and improves Salesforce for each client, starting from that client's mission and business. Once a system is live, it provides managed services, which means ongoing administration and support of the client's systems. The firm says it educates, guides and helps teams get the most from the platform, so that staff can keep using it well after the project ends.

Data, artificial intelligence and integration work

Its data and AI work spans planning, preparing data, connecting systems, setting up AI agents and helping staff adopt the tools. The firm pairs this with its Salesforce expertise, which it says extends to the artificial intelligence features now built into that platform.

Clients named in its case studies

The firm's case studies include BRAC, a development organization founded in 1972 in Bangladesh that works on poverty and inequality, and St. Michael's Abbey, a Norbertine community in Southern California that runs a summer camp and a prayer request ministry. The Statue of Liberty-Ellis Island Foundation, which preserves and honors the statue and the island, is also named. Other case study subjects include the American Academy of Arts and Sciences, which had a custom online community built for its members, and the Lutheran Immigration and Refugee Service, which turned to Salesforce to gain efficiency.

Pioneering Salesforce integration for nonprofits

The firm says it pioneered Salesforce integration for nonprofits and is now accelerating that work. Its published articles cover topics such as the retirement of Salesforce's Elevate offering and the challenges Salesforce administrators face. Its own statement of purpose describes the aim of serving organizations that work on some of the world's most important causes.

TrustList summary

Idealist Consulting was founded in 2006 by Rob Jordan, a returning Peace Corps volunteer. It advises nonprofits and progressive businesses on technology, with most of its work built around the Salesforce platform.

The company describes itself as a B Corp and says it was an early adopter of Salesforce integration for nonprofits.

What Idealist Consulting offers

Salesforce implementation: setting up and improving the CRM for a nonprofit's needs.
Managed services: ongoing administration and support of client systems.
Data and AI services: help with strategy, data readiness, integration, agent configuration and user adoption.
Marketing automation: tools and set-up for outreach.
Custom application development: bespoke software where standard tools fall short.

Customers and markets

Nonprofits and progressive, mission-driven businesses, including international development organisations.

Key facts

Founded: 2006
Founder: Rob Jordan
Status: certified B Corp
Platform focus: Salesforce

Summary written by TrustList from the business's own published information, Nov 2026.

Categories & features

Idealist Consulting rankings

Idealist Consulting is ranked on 4 TrustList rankings: #3 on 1, #5 on 1, #6 on 1 and #17 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Idealist Consulting has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

App development company · 4 rankings

#3of 31
Salesforce
It is the only one of the 31 here listing arts and nonprofit.
Its profile: “For nonprofits and progressive businesses, Idealist Consulting, of Portland, Oregon, works through the Salesforce platform and related technology.”
Of the 31 here, 23 also cover eCommerce and 22 also cover cloud; 3 also work in Jaipur and 2 also work in San Francisco.
Behind ArganoaMind.
#5of 5
Nonprofits
It is the only one of the 5 here listing salesforce and one of 2 here listing goals.
Its profile: “For nonprofits and progressive businesses, Idealist Consulting, of Portland, Oregon, works through the Salesforce platform and related technology.”
Of the 5 here, 3 also cover information technology and 3 also cover responsive.
Behind Human Service Solutions.
#6of 6
Arts
It is the only one of the 6 here listing nonprofits and one of 2 here listing progressive.
Its profile: “Other case study subjects include the American Academy of Arts and Sciences, which had a custom online community built for its members, and the Lutheran Immigration and Refugee Service, which turned to Salesforce to gain efficiency.”
Of the 6 here, 5 also cover simple and 4 also cover digital marketing.
Behind HotsWots.
#17of 21
Progressive
It is the only one of the 21 here listing nonprofit and one of 2 here listing arts.
Its profile: “For nonprofits and progressive businesses, Idealist Consulting, of Portland, Oregon, works through the Salesforce platform and related technology.”
Of the 21 here, 22 also cover business services and 22 also cover android; 5 also work in London and 4 also work in Delhi NCR.
Behind HK Infosoft, ahead of INDRIVO.