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

Help & Training Articles

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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The Secrets Behind The Shared Contacts Feature

Help & Training

Salesforce’s Summer ‘16 release brought us the awesome ability to link a single Contact to Multiple Accounts, a feature that has been in the Top 5 of the most popular ideas on the Salesforce Community for years. After thousands of enthusiastic votes from admins everywhere, the feature became generally available after a short beta. The Summer ‘16 release notes provide great background on the feature, how to enable it and some recommendations on how activities…
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Top 5 Features of the Salesforce Winter ’17 Release

Help & Training

September is here and with it the Salesforce Winter ‘17 Release Notes. Here is a countdown of my top 5 favorite features: 5. Navigate from a Lightning Component to Another (Beta) Developers can now create lightning components and are able to navigate to other lightning components. This allows us to create complex multi-step wizards in Lightning without trying to cram all of our code into a single Lightning Component. This was a key feature that has…
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Top 5 Health Cloud Features of Salesforce’s Latest Release: Summer ‘16

Healthcare

  The Summer ‘16 Salesforce release has several widely anticipated features for the Salesforce Health Cloud. Did you know this is Salesforce’s 50th release? These features enhance existing orgs and may drastically improve your experience. For new orgs, Health Cloud is available in Salesforce Classic, Enterprise, Performance and Unlimited Editions.   Associate a Contact with Multiple Accounts Finally! In Healthcare, there is often a need for one physician to be associated with multiple site locations.…
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Don’t Make Them Sharks Wait: Triggering on Pardot Template Clicks

Help & Training

In my experience, sales folks can be like hungry and impatient sharks that never get full, no matter how much you feed them (also in my experience, most sales folks wouldn’t take offense to this, but rather be proud of any comparison to a predatory animal). They want their leads, they want “good” leads, and they want them ASAP. That last bit is really important. Speed is key and the early shark gets the swimmer.…
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