DemandBlue helped the client merge two Salesforce Sales Cloud instances thereby unified their sales process and reporting


About the Client

The client is a manufacturing firm that designs and manufactures premium financial cards and offers Cold Storage wallets.


  • Understood the sales process of the two business teams and worked with the business team to define a unified process
  • Performed all the configuration changes necessary for the unified process.
  • Performed and validated the following for successfully merging both the instance.
    • Users
    • Apps
    • Data
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  • Reduced the complexity of merging sales and other departments from two different lines of business.
  • Provided an easily accessible, centralized data management that users can access anytime.
  • Revenue consolidation with the line of business became effortless.

Salesforce: Sales Cloud
Technologies: Apex, Flows