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

Help & Training Articles

Cold Calling: How to Make Sure Your SDRs Don’t Come for You

Help & Training

Thank you to everyone who has read and shared Cold Calling: A Millennial Perspective. If you haven’t read my previous article, I suggest you do so first as this one is elaborating on some of the popular topics. After posting that article, I received quite a few comments and messages from both SDRs and SDR managers asking for advice. The managers wanted to know what they can do to keep their SDRs happy and motivated, and…
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Non-Profit vs. For-Profit Salesforce Implementations

Help & Training

This year, I had the opportunity to participate in a NOEW weekend growth Hackathon where Silverline helped 6 local non-profit organizations enhance their Salesforce CRM implementations, automate more business processes, and help solve the challenges they were experiencing. NOEW is a business festival that happens every year to support entrepreneurship and innovation in New Orleans. This was the seventh consecutive year Silverline sent a volunteer team of technology consultants to help local start-ups and non-profits.…
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Cold Calling: A “Millennial” Perspective

Help & Training

I am a LinkedIn lurker. I rarely ever comment on things, occasionally I’ll “like” a post, and sometimes even wish someone a happy birthday, but primarily, I read. Since I got into business development I’ve joined quite a few sales/business development/best practices groups and some that are aimed exclusively at sales leadership titles. I did this because I enjoy reading the kind of questions these executives are posting, their pain points, success stories, etc. One…
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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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Salesforce Marketing Cloud or Pardot … How do I pick?

Help & Training

I’ve been working with marketing automation tools for a little over 5-years and have had exposure to several tools, each with unique pros and cons. One question I am most often asked is “what is the difference between Marketing Cloud and Pardot?” I thought I would take some time and write-up one ladies opinion. I’ll start by saying, depending on who you talk to, some consultants prefer one tool over the other — personally, I…
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Tips on How to Prepare for the Marketing Cloud Email Specialist Exam

Help & Training

I have been working with Marketing Cloud (aka ExactTarget) for about 5 years and decided it was finally time to take my Marketing Cloud Email Specialist exam, but had no idea where to start. While Salesforce provides great materials for those who choose to take the exam, most people find that combining those materials with other techniques gives the best possible outcome. I take certification tests pretty seriously. I wanted to take the time to…
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Planning Your Data Governance Strategy

Help & Training

When we engage with new clients that are considering rolling out Salesforce for their users, we field tons of questions related to data. It’s one of the top concerns of users and executives alike – and it should be! It’s one of the most important aspects of planning for your implementation. When your users and management teams can rely on the quality and accuracy of data in Salesforce, it gives them the confidence they need to…
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Top 5 Features of the Salesforce Spring ’17 Release

Help & Training

Spring is almost here and with it the Salesforce Spring ’17 Release. Here is a countdown of my top 5 favorite features. 5. ConnectApi (Chatter in Apex) Much of the functionality available to the Chatter REST API has been made natively available to Apex through the new ConnectApi class. While developers could previously make SOQL queries against chatter data, the Chatter REST API and ConnectApi class are optimized to assemble social data into feed views.…
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Useful Tools For Working With ReactJS and Redux in Salesforce

Help & Training

Silverline continues to see a large demand for heavy custom front-end development. To tackle these projects, we have adopted the ReactJS framework for building our applications’ views and Redux for managing their state. For an intro to using ReactJS and Redux on Salesforce, take a look at Bryan Anderson’s article, How-to Use ReactJS and Redux in Salesforce. Working with JavaScript frameworks in the cloud can be tricky when you are accustomed to working directly with…
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Salesforce & Quip: Understanding the Future of Productivity

Help & Training

Salesforce may have a healthy relationship with Microsoft, but they are also eager to compete. This year at Dreamforce, Salesforce announced the acquisition of Quip, a productivity suite to rival that of Google Apps or Microsoft Office 365. Although the acquisition was public knowledge as of August ‘16, Salesforce did not expand on specifics until the Dreamforce conference. Continuous Acquisition – Targeted Expansion Salesforce has been on an acquisition spree, publicly bringing in about 7…
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