Salesforce Consulting & Help · Portland, OR

Salesforce help and consulting for Portland and the Silicon Forest

Senior Salesforce experts for growing and mid-size companies in Portland, Beaverton, Hillsboro, and Southwest Washington. A Pacific Northwest firm, female-founded, delivering in two-week sprints with a working demo every time.

  • PTtime zoneA Northwest firm, on Portland’s clock
  • 20+yearsin executive consulting behind every engagement
  • 2weeksper sprint, each ending in a working demo
  • 8weeksto go-live on a Sales Cloud recovery

Northwest neighbors

A Pacific Northwest Salesforce partner, one state line away

MOSHAY SC is based in Washington State, which makes Portland a neighbor: part of the metro area, Vancouver and Clark County, sits on our side of the Columbia. We work on Pacific time and keep the work visible from the first week. Every engagement is led by senior advisors, not a junior bench, runs in two-week sprints with a working demo at the end of each, and brings in Agentforce and practical AI where it makes a real difference.

  • Northwest-basedWashington State, on Pacific time
  • Senior advisorsleading every engagement
  • Two-week sprintsa working demo closes each one

Why Portland teams call

When Portland teams need Salesforce help

Makers, software companies, and service firms run into the same four walls. Each one has a way through.

  • 20+ Years in Executive Consulting
  • Precision AI Strategies
  • Female-Founded
  1. Sales and operations don’t match

    What sales promised and what operations can deliver live in two systems. Orders get re-keyed and nobody trusts the totals.

    Start with a Health Check
  2. A Salesforce project ran aground

    The partner is gone, the budget is thin, and the system isn’t usable. We’ve taken a failed Sales Cloud project live in 8 weeks.

    See how recovery works
  3. The admin work never ends

    One person is holding the org together between other jobs. Managed Services gives them a senior team to lean on.

    Explore Managed Services
  4. AI plans, messy data

    Leadership wants Agentforce or Claude on the roadmap. The data and permissions have to be ready first.

    How we approach AI

Salesforce services

Salesforce services for Portland-area companies

One senior team, whether you’re starting a project or keeping a live org in shape.

Managed Services

Steady hands after go-live

Admin, enhancements, reporting, and support for orgs already in use, so the system keeps improving instead of collecting workarounds.

  • CRM Strategy
  • Configuration
  • App Support
  • Analytics
  • Integration
  • Support
Explore Managed Services

Not sure where your org stands?

Start with a System Health Check: a senior advisor reviews your org end to end and hands you a prioritized roadmap.

Request a Health Check

How we work

The Game Plan, no surprises

Milestones are set in discovery, progress shows up on a shared tracker, and every sprint ends with something your team can click through.

See the full Game Plan
  1. Step 01

    Discovery

    We map where your org stands, what the business needs, and the milestones for every sprint.

  2. Step 02

    Two-week sprints

    Configuration moves in short, focused sprints, each with its own milestones to hit.

  3. Step 03

    Demo and test

    Each sprint ends with a working demo. Your team tests it while the next sprint gets underway.

  4. Step 04

    Go-live

    Training, data migration, and system testing come together. Managed Services keeps it improving after.

Precision AI Strategies

AI is only as useful as the org it runs on

A practical streak about new technology is the right instinct with AI. We start by checking the data, permissions, and processes it will rely on. Then we put Agentforce, Claude (through Salesforce’s Claudeforce partnership with Anthropic), and practical AI integrations to work on the jobs where they save real effort.

How we approach AI Integrations

Where we work

Portland, the west side, and Southwest Washington

We work with companies in Portland, Beaverton, Hillsboro, Lake Oswego, and Tigard, across the river in Vancouver, and around the West, from our base in Washington State. Everything runs on Pacific time.

  • Portland
  • Beaverton
  • Hillsboro
  • Lake Oswego
  • Tigard
  • Gresham
  • Vancouver, WA
  • Salem
  • and across the West

FAQ

Portland Salesforce consulting questions

What Portland-area teams want to know before a first call.

Where can Portland companies get help with Salesforce?

For learning a feature, Salesforce’s own Help site and Trailhead are good resources. For problems in your org, like sales and operations working from different numbers, automation that fails, or a project another partner left unfinished, you need people who can get into the system with you. MOSHAY SC’s senior Salesforce experts work with Portland-area companies from Washington State, on Pacific time. Start with our Salesforce Help & Support page.

Can a senior Salesforce expert help us part-time?

Yes, that’s how most ongoing Salesforce work runs. Through Managed Services, a senior team handles admin, enhancements, reporting, and troubleshooting as the work comes up, so you get senior help without a full-time Salesforce hire.

Is MOSHAY SC based in Portland?

No. MOSHAY SC is based in Washington State and works with companies across the Pacific Northwest and the West. Part of the Portland metro area, Vancouver and Clark County, is in Washington, and we’re on the same Pacific time as you.

What Salesforce consulting services do you offer in Portland?

Projects and ongoing support. Salesforce Projects covers implementations, new clouds, migrations, integrations, and custom solutions. Managed Services covers CRM strategy, configuration, app support, analytics, integration, and support. Not sure which you need? Start with a Salesforce Health Check.

Can you help our sales and operations teams work from one system?

Yes. Lead-to-Cash Architecture is one of our project services, and one of our case studies rebuilt quote-to-cash and then merged two Salesforce orgs into one.

What does a Salesforce Health Check cover?

A senior advisor reviews configuration, data quality, security and access, automation, integrations and apps, and how your teams actually use Salesforce. You get a findings summary and a prioritized roadmap. Details are on the Health Check page.

Can you support our Salesforce org month to month?

Yes. Managed Services is ongoing support from a senior team: configuration changes, user management, data hygiene, dashboards and reports, integration troubleshooting, release management, and training.

Do you work with Agentforce and Claude?

Yes: Agentforce inside Salesforce, Claude through Claudeforce, and practical AI connected to the rest of your systems. We check that your data and permissions are ready before any of it is switched on.

How do we get started?

Request a Salesforce Health Check, or tell us about your org and a senior advisor will be in touch.