The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

7 Favorite Features in the Salesforce Summer Release Notes ’17

Help & Training

Summer is upon us which means the world’s #1 CRM platform has become even better.  The release has been live for a few weeks now, and here are some of the new features we felt are noteworthy. 1. Improved Migration Assistant (applies to Classic) Restyled and even easier to use, the Lightning Experience Migration Assistant makes the transition from Classic to Lightning easier than ever.  Coupled with the Switch User to Lightning Experience tool (shown…
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Pardot Summer ‘17 Release Updates

Marketing

While Pardot doesn’t quite follow Salesforce’s release schedule, there are still quite a few notable updates everyone should be aware of. Most of these were driven by user request so you may have spent some time wishing for a few of the following… Automation Rule Repeat Prospects may now run through the same automation rule multiple times. A simple checkbox controls this functionality on each individual rule. This opens up a wide range of possibilities…
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A Day in the Life: Chelsea A. Peterson

A Day in the Life

Job Title: Executive Assistant Start Date: 6 March 2017 Fun Fact: I came to Silverline through an assistant swap! More on that later… What is your position at Silverline and what do you do? I am Executive Assistant (EA) to Rich and Gireesh, our co-founders. This means I play organizational Tetris – arranging schedules and corresponding with a myriad of people to ensure Rich and Gireesh are maximizing their productivity while aligning with our clients,…
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What Salesforce Summer ’17 has in store for Marketing Cloud

Marketing

It’s time for another Salesforce release and you know what that means, lots of cool new features and updates to multiple clouds!  The new updates went into effect in June so let’s dive into what Marketing Cloud has to offer with the new additions from the Summer ’17 release. Some of the features I’m most excited about include: Send Email Activity: This now is supported for Content Builder emails. The addition of Subject and Preheader…
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Salesforce 2017 Connected Patient Report: Patient/Member Communities

Healthcare

In May 2017, Salesforce commissioned its 2017 Connected Patient Report survey to understand how “Americans communicate with their healthcare providers, insurance payers, and pharmaceutical Firms.” I recently discussed the overall results in the context of the Silverline Healthcare Accelerator Patient Contact Center. Now, I’d like to share with you Silverline’s Patient/Member Community templates. Less than one-third of patients have access to portals from their healthcare or insurance providers to view their current health records (1).…
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Dreamforce 2017 Registration is open

Events

In case you missed it yesterday, registration opened for Dreamforce 2017 November 6-9, 2017. Our team is really looking forward to the 2,700+ sessions to help every role in every industry succeed, the opportunity to get hands-on with the latest product innovations, and 170,000 Trailblazers to learn from! If you plan on attending, we have a discount code you can use to save $100 off registration. Enter code: D7EMSLLN during check out. We’re also planning…
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Salesforce 2017 Connected Patient Report: Patient/Member Contact Center

Healthcare

Salesforce commissioned its 2017 Connected Patient Report survey to better understand how “Americans communicate with their healthcare providers, insurance payers, and pharmaceutical Firms” and get their thoughts on emerging technologies such as artificial intelligence. The survey was completed in May 2017 and included Americans with a primary care physician (PCP) and health insurance. The results are segmented by generations: Millennials (18-34), Generation X (35-54) and Baby Boomers (55+).  The results are enlightening.  Rather than going…
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CommunityAmerica Credit Union and Silverline Grow Member Insight

Client News

Silverline and CommunityAmerica Credit Union recently partnered to implement an enterprise-wide CRM geared towards credit union success. The solution has enabled CommunityAmerica Credit Union to increase visibility into its member relationship, become more collaborative, and streamline business processes. Facing a Challenge Head On CommunityAmerica Credit Union (CACU) lacked an easily accessible, true 360-degree view of the member due to many disconnected applications. Its process for tracking and managing referrals was disconnected and lacked collaboration and…
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A Day In The Life Of A Silverliner: Brock Elgart

A Day in the Life

Job Title: Developer & Integration Specialist Start Date: June 3, 2013 Fun Fact: I took Krav Maga lessons for a year and a half and now train in Muay Thai. What is your position at Silverline and what do you do? As a Developer and Integrations Specialist, I focus on integrating my clients on-premise and cloud-based systems with Salesforce through a variety of methods. These include the use of middle-ware like Informatica Cloud and the…
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Silverline Announces Mortgage360—a Salesforce Fullforce Solution for Retail Mortgage Firms, Mortgage Divisions of Banks and Credit Unions and Other Online Lenders

Banking

Silverline leverages Salesforce’s cloud, mobile, social, IoT, analytics and AI technologies to accelerate business transformation for customers in the mortgage industry New York, NY – June 19, 2017 – Silverline, a consulting firm headquartered in New York City, today announced the release of Mortgage360 — a Salesforce Fullforce Solution for retail mortgage firms, mortgage divisions of banks and credit unions and other online lenders. Today, everyone and everything is becoming smarter and more connected than…
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