July 2021
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DemandBlue
Hi I’m Blu. As we enter the second half of the year, there is a bit more urgency and lot more effort as all of us push ourselves to the limit to hit whatever goals we set out for ourselves at the start of 2021. So, take a little time off and unwind with our newsletter. We have information and we have entertainment. Happy reading!

Nonprofit Summit Session Recaps

DemandBlue was a Silver sponsor of Salesforce.org’s Nonprofit Summit that happened on April 21, 2021. Even though it was the first ever summit designed for nonprofits from Salesforce.org, it sure was a big hit! From the sing-along with Leslie Odom, Jr., to inspiration overload with Dr. Jane Goodall and Amal Clooney, thought leadership from the best of the best, global connections, learnings in the expo — it was an event that everyone will remember for a long time.

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Whether you attended and wanted to re-live it or you missed it and wish you were there, we bring you the session highlights. Go ahead and click here to bring the session back to life.

Salesforce drops exciting revenue optimization tools to navigate sales growth

While parts of the world returns to busy lifestyles, supply chains are still fighting to fix themselves up from a broken state. CROs are pushing their limits to develop new revenue streams. Salesforce introduces new and exciting revenue optimization features built in Sales cloud 360 which now gives them a breather.

Take a detour to know more about Salesforce’s new venture!

DemandBlue’s New Partners

In our journey towards Salesforce service excellence, we are proud to collaborate with a variety of partners who have played a vital role in helping us Innovate, Enhance, and Extend our capabilities. So, it is with immense delight, that we introduce our new partners from the Salesforce ecosystem.

Elements.cloud is the Business Analysis and Configuration Knowledge Platform for Salesforce

More rapid business analysis and a better understanding of the risk of making changes increases the speed of DevOps. Elements.cloud provides a platform to engage stakeholders during business analysis, capture requirements, map business processes which are now the Salesforce recommended standard, and develop risk assessed user stories. Elements.cloud connects the analysis with the institutional knowledge of the configuration of Salesforce. It has a metadata dictionary sync’d with every production and sandbox org, with where-used, dependency and impact change analysis. The metadata dictionary automatically generates documentation of changes and enables links to external documentation no matter where they are stored or what format. The integrations to Salesforce, Jira and release management tools enables the DevOps cycle to be accelerated safely.

The results are compelling.  Speed up Org discovery by 50%.  Reduce rework by 80%. Streamline operational processes and reduce waste by 25%. Reduce Org impact analysis by 50%.



To learn more about Elements.cloud, visit their AppExchange listing.

Mogli SMS and WhatsApp – Native Text Messaging for Salesforce

Mogli SMS is the most robust and user-friendly native text messaging solution on the AppExchange. It offers an unlimited user license, a US-based 5-star client success team, global coverage, and a beautiful, intuitive user interface.

You’re emailing, but they’re texting. With a 98% open rate and 45% click-through rate, text messaging is no longer a ‘nice to have’ channel – whether it is 1-on-1 conversations, mass messaging, surveys, voice messaging, impact measurement, lead qualification or inbound marketing, Mogli and its amazing Client Success team will make sure your use cases are met and your engagement rates improve. Mogli - Do More of What Matters.



To learn more about Mogli, visit their AppExchange listing

Talkdesk is a leading contact center solution for Salesforce

Talkdesk® is a global customer experience leader for customer-obsessed companies. Their contact center solution provides a better way for businesses and customers to engage with one another. Their speed of innovation and global footprint reflects their commitment to ensure businesses everywhere can deliver better customer experiences through any channel, resulting in higher customer satisfaction, cost savings, and profitability. Talkdesk for Salesforce offers comprehensive contact center functionality for the Salesforce experience. With the industry’s deepest integration, you can deliver personalized engagement on any channel from anywhere. Over 1,800 innovative companies around the world, including IBM, Acxiom, Trivago, and Fujitsu partner with Talkdesk to deliver a better way to great customer experience.



To learn more about Talkdesk, visit their AppExchange listing

Some key projects we wrapped up recently:

All projects are important. The routine implementations, configurations and integrations make up for a major portion of our work. Here is a list of some projects that have been a little bit more interesting and probably brought in some sense of novelty –

Client Project Description
A construction and restoration company Platform events redesign and Mulesoft support
Ingredient supplier for brewing industry Automation of Quality Assurance Review process
A leading nonprofit organization Marketing and fundraising campaign automation
A leading energy and power company Lightning migration and enhancements
A trade association for skilled labor community Automation of program management process
A background identity verification company Optimizing workflows and process builders
A leading testing and lab services company Optimization of CPQ quoting process
Nonprofit is the top sports body in the US Experience Cloud development and Sharepoint integration

DemandBlue’s most recent customers

DemandBlue has a unique brand value because of customer-centric culture and our in-depth expertise in all things Salesforce. To add to that, our On Demand Services engagement model continues to woo new customers. Here is a snapshot of our most recent customers –



  • Based in St. Louis, MO, our client is a leader in the financial-services industry in US and Canada. They offer investments services that include stocks, bonds, mutual funds, CDs, annuities, insurance, Roth and Traditional IRAs, 529 education savings plans, 401k rollovers, SEP IRAs, advisory services, estate considerations, trust services and borrowing solutions.
  • Based in Chanhassen, MN, our client is a leading provider of data-driven direct marketing solutions. Client's powerful combination of Strategy, Creative, and Execution services is driving response across all marketing channels to create new and more loyal customers.
  • Based in Santa Monica, California, our client is a diversified global media, marketing, and technology company that deliver performance-based solutions and data insights, along with 55 television stations and 49 radio stations.

  • Based in Northbrook, IL, our client is a global patient recruitment and retention company. With over twenty-five years of experience, that unites world-class innovators with expertise in patient insights, advocacy, site engagement, outreach, and performance metrics.
  • Based in Austin, TX, our client has 13 operating businesses encompassing a wide array of services and products and technologies as well as provides analytical testing and lab services for many industries.
  • Based in Burlingame, California, our client is a leading distributor of luxury appliances to builders, developers, architects, designers, and authorized appliance and kitchen dealers throughout Northern California, Western Nevada, and Hawaii.
  • Based in Salt Lake City, Utah, our client is a provider of advanced genetic diagnostics for children with neurodevelopmental disorders. Their solutions incorporate proprietary technology for the highest clinical detection rate and the most informative variant interpretations.
  • Based in Camden, NJ, our client offers Cisco courses at its campus that prepare students for exciting and successful careers in STEM based occupations and furthermore they prepare students to sit for in-demand industry recognized certifications; such as, A+, CCENT, CCNA, CCNA Security and CCNP.
  • Based in New York, NY, our client is a nonprofit organization that is one of the largest independent, community-based blood centers in the world. They proudly serve as a vital community lifeline dedicated to serving patients and advancing global public health.

Summer ’21 Pardot updates – Our top picks

Another warm summer. Another feature-packed update by Salesforce. How do you make a good thing great? Simple. Provide meaningful, easy-to-implement updates and that is precisely what Pardot has done. Let’s have a quick look at all the cool updates for the summer of ’21.

Read our blog
for the full rundown.

Salesforce announces Dreamforce 2021

Dubbed “Success Anywhere, Dreamforce Everywhere,” Salesforce announced the dates for Dreamforce 2021. They call it the First Global Dreamforce.

Dreamforce 2021 will take place from September 21-23, 2021 across a global campus, including San Francisco, New York City, London and Paris.

Millions of Salesforce Trailblazers around the world will safely come together in-person and in a new digital experience — making Dreamforce more inclusive and accessible than ever before.

The magic of Dreamforce will continue with Dreamforce to You, offering highly personalized experiences to companies around the world.

Team DemandBlue is planning something special for our friends, just like you.

Click here to participate in the survey

Customer Appreciation for DemandBlue

Customer success and customer satisfaction are etched in our motto. Kudos to the entire DemandBlue team for keeping this culture going strong. Here are a few picks from the appreciations we received from customers in the last quarter.
  • A precision logistics company: “DemandBlue was just the right partner for us for this project. We needed to configure Pardot for multiple business units, with very strict requirement for how contacts in Salesforce would sync with each business unit. The team at DemandBlue, not only helped us solve this challenge, but they came up with better ways to tackle the issue than we had originally thought of. And when we ran into a problem, they quickly jumped on it and fixed the issue. The team is a delight to work with and I highly recommend working with them.”
  • A business credit insurance company: "Excellent, Timely, reliable and cost effective."
  • A technology company: For a recent project done by DemandBlue team to Resolve the SSO error and providing Support for Asian characters in emails from Pardot using API, we got a 5/5 rating from the client. Customer is happy engaging with us and working together to resolve problems faced by business.
  • A nonprofit: We received 5/5 feedback from our customer for the support and timely interventions from the team.
  • A healthcare accessory manufacturer: We have received a 5/5 Customer Satisfaction rating for the CPQ Phase 1 implementation.
  • A specialized custody solutions provider: Client provided DemandBlue with a 5/5 rating for the recent QA 180 Phase II Project. "DemandBlue provided quality assurance testing services. Under tight deadlines, they were able to meet the dates we requested of them. Communication from DemandBlue was consistent and timely. We look forward to our continued partnership."
  • An insurance agency and brokerage: We received an excellent feedback and 5/5 rating for the Pardot project. “When working with Demand Blue to implement Pardot features, they began with an audit of our Pardot instance, provided recommendations, gave estimates on those recommendations, and clearly explained what was involved with each aspect."


Events Roundup

Education Summit 2021

June 16, 2021: Salesforce.org’s Education Summit 2021, formerly known as Higher Ed Summit, was a global and virtual celebration of the education community. Team DemandBlue shares our findings from some exciting sessions. Click here to read on and learn how the six tracks for Education Success panned out at Education Summit 2021.

DemandBlue Webinar on Project Management in Salesforce


If and your team are looking to streamline your projects in Salesforce and align your project management plan for success, we have good news!

DemandBlue brings you an in-depth webinar on “Project management in Salesforce” where our expert panelists will be talking about–

  • Planning, handling, monitoring, & achieving in project management
  • Best practices followed by industry specialists
  • Project planning, business alignment, risk management, contingency planning
  • Secret sauce for a successful business

What you get to know:

  • The new methodologies which caused tremendous changes in the business
  • How to handle unprecedented situations & how they succeed in their business during Covid-19 pandemic
  • Bridging the gaps between the product roadmaps and the changing priorities of an organizations
  • Tips & Tricks for a successful project management

WFH? The world is my home...

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Thanks for reading this newsletter. DemandBlue is a Salesforce.com Consulting Partner and Salesforce.org Impact and Equality partner and the folks here have designated me to bring you all the latest news and trends that may be of interest to you. Please send your feedback to newsletter@demandblue.com