Season planning walkthrough · November 2026

Plan every acre.
Grow every grower.

A short walkthrough of how a Coastal Solutions Advisor could map a grower's fields, build the season plan and quote from them, and give the branch an early view of the product, equipment and credit the season will need, all in Salesforce.

One planper grower, built from mapped fields, that becomes the quote, the loads and the branch forecast.

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The walkthrough

Seven and a half minutes. Pick a chapter to jump straight to it. Captions are off by default and available from the player controls.

Sample data throughout: the advisor, the branch manager, the grower, the farm and the fields are fictional, and the rates, prices and quantities are illustrative. The field conversation is a simulated recording; the transcript, AI suggestions and visit note are real Salesforce output.

What you will see

One advisor, one grower and one branch, from the advisor's home page to a branch that is ready before the season starts.

Plan the grower

Megan, a Solutions Advisor at the Kinston branch, starts with her growers by plan status, then opens Hollis Branch Farms: acres, purchases, the plan target and the people on the farm. One click asks Einstein for a grower brief built from the account, the fields and her last visit.

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Map every field

All eight fields are traced over aerial imagery and Salesforce calculates the acres from each shape. Megan cuts a wet spot out of one field, and the treated acres, the field program and the quote update. Drop points and soil zones are stored with the field.

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Plan, quote, deliver

The field program starts from a crop template and the soil test, with each rate multiplied by the treated acres. The season plan rolls the fields together, the quote comes straight from the plan, and the fall application becomes scheduled loads going to the field's drop point.

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Grow the account

One view shows every Coastal line for the grower, bought and still open. After a field visit recorded with the grower's consent, Einstein drafts suggestions, a visit note and a checklist, and Megan reviews them before anything updates a record.

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Run the branch

Sarah, the branch manager, sees every plan roll up into demand by product and month, spreading capacity by week and growers who may need a financing conversation, then acts on the gaps before the season starts.

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How it works

Everything you see runs in Salesforce. AI drafts; people decide. Nothing from a visit is written to a record until the advisor applies it.

Fields on the mapBoundaries traced on imagery, acres calculated from the shape, with exclusions, drop points and soil zones on each field.
Plans from the soil testCrop templates and soil results set the rates; treated acres set the quantities, field by field.
Quote and loads in one stepThe season plan becomes the quote and the application loads, with no re-keying.
Branch viewPlans roll up into product demand, equipment capacity and credit, so the branch can act early.

Soil zones in this walkthrough are sample data loaded into Salesforce. The design is meant to connect with Coastal's Agrolytix sampling results; how that connection would work is something to confirm together.

Next steps

A practical way to move from this walkthrough to a plan for Coastal.

Working sessionWalk through the plan with your advisors and branch leads, and note what fits how they work today.
Your programsShape the crop templates, product lines and branch views around Coastal's own programs and seasons.
A small pilotOne branch, a handful of advisors and their growers, measuring fields mapped, quote turnaround, loads booked ahead and Coastal lines opened.

Everything in this walkthrough, from the field programs and the quote to the visit note and the branch views, can be shaped to the way Coastal works.

Plan every acre.Grow every grower.

The walkthrough

What you will see

Plan the grower

Map every field

Plan, quote, deliver

Grow the account

Run the branch

How it works

Next steps

Let's talk it through

Plan every acre.
Grow every grower.