Salesforce Consulting & Help · San Diego, CA
Senior Salesforce experts for growing and mid-size companies in San Diego, Carlsbad, and across the county. Female-founded, West Coast-based, and delivered in two-week sprints with a working demo every time.
Why MOSHAY SC
San Diego is one of our favorite cities on the coast. We make the trip down often, and we’d like to turn more of those trips into working relationships. MOSHAY SC is a Washington-based Salesforce consulting firm serving companies up and down the West Coast, on the same Pacific time as you. Every engagement is led by senior advisors, runs in two-week sprints with a working demo, and is planned so sales, service, and leadership end up looking at the same numbers.
Why San Diego teams call
Whether you sell devices, software, or services, the pattern is similar. Here’s where we usually come in.
Forecast calls turn into debates about whose spreadsheet is right. A Health Check finds out why.
Start with a Health CheckThe first partner couldn’t finish. We’ve picked up a failed Sales Cloud implementation and gone live in 8 weeks.
See how recovery worksChannel partners have no view of leads or orders. We’ve built a branded partner portal tied into the ERP and quoting system.
See the portal storyAgentforce and Claude are only as good as the data and permissions underneath. We start there.
How we approach AISalesforce services
Projects when you’re building, Managed Services when you’re running. One senior team for both.
Salesforce Projects
Implementations, new clouds, migrations, integrations, and custom solutions. Each one moves in two-week sprints, with something working to show at the end of every sprint.
Managed Services
Day-to-day admin, analytics, integrations, and support for live orgs, handled by senior people who know your setup.
Start with a System Health Check: a senior advisor reviews your org end to end and hands you a prioritized roadmap.
How we work
A shared milestone tracker and a demo every two weeks mean leadership never has to ask how the project is going.
Step 01
We map where your org stands, what the business needs, and the milestones for every sprint.
Step 02
Configuration moves in short, focused sprints, each with its own milestones to hit.
Step 03
Each sprint ends with a working demo. Your team tests it while the next sprint gets underway.
Step 04
Training, data migration, and system testing come together. Managed Services keeps it improving after.
Precision AI Strategies
Many San Diego companies are technical at their core, and skeptical of hype. So are we. Before any AI goes into Salesforce, we check the data, the permissions, and the processes it will depend on. Then we put Agentforce, Claude (through Salesforce’s Claudeforce partnership with Anthropic), and practical AI integrations where they make a real difference.
How we approach AI Integrations
Results
Where we work
We work with companies in San Diego, Carlsbad, La Jolla, Sorrento Valley, Chula Vista, and Escondido, and with teams across California and the West, from our base in Washington State. Everything runs on Pacific time.
FAQ
What San Diego teams ask us most.
If you’re learning a feature, Salesforce’s Help site and Trailhead are the right place. If the trouble is in your org (a pipeline nobody believes, partners with no visibility, a project that stalled before go-live), MOSHAY SC’s senior Salesforce experts can help. We’re based in Washington and work with San Diego companies on Pacific time. See Salesforce Help & Support.
A freelancer can be a good fit for one well-defined task. When the work spans data, automation, integrations, and reporting, or needs to continue after the first fix, a senior team covers more ground and keeps the knowledge documented. Managed Services is how we support live orgs month to month.
No. MOSHAY SC is based in Washington State and works with companies up and down the West Coast. San Diego is a city we know and visit often, and one where we want to build lasting client relationships. We’re on Pacific time, the same as you.
Implementation and ongoing support. Salesforce Projects covers new implementations, added clouds, migrations, integrations, and custom solutions. Managed Services covers CRM strategy, configuration, app support, analytics, integration, and support for live orgs.
Yes. Experience Cloud is one of the Salesforce clouds we implement. One of our case studies is a new platform with a branded partner portal: an order form, visibility into the partner’s leads, and progress through the order process, connected to the ERP and quoting system.
The same way we do for every client: milestones set in discovery, two-week sprints, a working demo at the end of each sprint, and one shared milestone tracker that leadership and our team both work from.
Yes. Managed Services covers day-to-day administration, dashboards and reports, integration support, release management, training, and documentation.
Yes, including Agentforce inside Salesforce and Claude through Claudeforce. We treat AI as part of the plan from the start, and we check data quality and permissions before anything is turned on.
Start with a Salesforce Health Check, or send us a note about where your org stands today.
