Idealist Consulting

Helping progressive organizations grow

  • Longtime Salesforce partner: Idealist Consulting has been a top-ranked consulting firm on the AppExchange for 10+ years with experience in NPSP (the Nonprofit Success Pack), Communities Cloud, Service Cloud, Heroku, Lightning, and more.
  • Longtime Progressive: As one of the first certified B Corporations, we seek out progressive clients and partners and thread social impact into every layer of our business.
  • Longtime expertise: Services include CRM implementation, marketing automation such as Pardot, and app development. We are innovators, problem-solvers, and listeners who help you deepen your relationships.

Learn more at www.idealistconsulting.com

  • Certified Professionals

    37
  • Salesforce Certifications

    133
  • Appexchange Reviews

    147
  • Appexchange Rating

    4.9/5
  • YEAR OF FOUNDING

    2002
  • Email

    info@idealistconsulting.com
  • Phone

    800 889 8675
  • Visit Website

  • Idealist Consulting
  • Idealist Consulting
  • Idealist Consulting
  • Idealist Consulting
  • Idealist Consulting
  • Idealist Consulting
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  • Idealist Consulting

# Focus

# Service lines

17%
17%
17%
17%
16%
16%

# Salesforce Expertise

25%
25%
25%
25%

# Certifications (133)

Salesforce Certified Administrator

34 x Salesforce Certified Administrator

Nonprofit Cloud Consultant

19 x Nonprofit Cloud Consultant

App Builder

16 x App Builder

Advanced Administrator

8 x Advanced Administrator

Salesforce Certified Business Analyst

7 x Salesforce Certified Business Analyst

Experience Cloud Consultant

7 x Experience Cloud Consultant

Pardot Specialist

6 x Pardot Specialist

Salesforce Certified Marketing Cloud Email Specialist

5 x Salesforce Certified Marketing Cloud Email Specialist

Platform Developer I

5 x Platform Developer I

Sales Cloud Consultant

5 x Sales Cloud Consultant

Pardot Consultant

3 x Pardot Consultant

Certified AI Associate

3 x Certified AI Associate

Sharing & Visibility Architect

3 x Sharing & Visibility Architect

Data Architecture & Management Designer

2 x Data Architecture & Management Designer

Application Architect

2 x Application Architect

Salesforce Certified Marketing Cloud Administrator

2 x Salesforce Certified Marketing Cloud Administrator

MC Account Engagement Reporting and Analytics Accredited Professional

1 x MC Account Engagement Reporting and Analytics Accredited Professional

Platform Developer II

1 x Platform Developer II

Slack Certified Consultant Exam

1 x Slack Certified Consultant Exam

Service Cloud Consultant

1 x Service Cloud Consultant

Education Cloud Consultant

1 x Education Cloud Consultant

Associate Platform App Builder

1 x Associate Platform App Builder

# Portfolio

Key clients:

# Geographic Focus

Languages: English, Spanish

International: United States, Canada

United States: California, Oregon, Washington

Canada: Quebec

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