Idealist Consulting

We pioneered Salesforce integration for nonprofits. Now we’re accelerating it.

Solutions tailored to fit your needs

We know every mission and every business is unique. By meeting you where you are at, your goals will guide our work together and inform the improvements we make. With product expertise across the Salesforce platform, we will help you streamline and upgrade your systems, so you can focus on what really matters.

We are inspired by possibilities.

The End of the Road for Salesforce’s Elevate

Salesforce Person Accounts: A 3D View

How the American Academy of Arts and Sciences Built a Custom Online Community for Its Members

Lutheran Immigration and Refugee Service Finds Efficiency with Salesforce

How Conservation Legacy Merged Multiple Systems Into One User-Friendly Instance

Because we were working [with] 10-20 year-old technology – we were literally in the dark ages and did not know what we didn’t know Our Idealist consultants understood this — and with incredible patience — guided us on a path of learning

Throughout, they were not only helping deliver a product, but they challenged us with thoughtful questions and offered tremendously helpful insights

This partner ensured we were in steady, knowing hands All along the journey we felt guided, cared for, and listened to by Idealist [Consulting]

Salesforce + marketing automation consulting 4076 N Mississippi Avenue, Portland Oregon, 97227