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

Help & Training Articles

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…
Read More

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…
Read More

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.…
Read More

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.…
Read More

HOW TO USE THE FORCE.COM IDE TO FIND FIELDS REFERENCES IN CODE AND CONFIG – FOR ADMINS AND DEVELOPERS

Help & Training

When deleting, changing the API Name, or determining the purpose of a field, it can be necessary to find all the places that field is referenced. Most developers know how to find field references in code using their favorite IDE, but both developers and administrators benefit from being able to find field references in configuration such as validation rules and email templates as well. Admins: Why Use the Force.com IDE The Force.com IDE may not…
Read More

3 Salesforce Admins Reveal their Favorite AppExchange Apps

Help & Training

Admins often manage Salesforce for their entire company, which means they’re responsible for everything from delivering critical projects and training team members to keeping data clean and assigning sales leads. The best admins are constantly learning about new technology,  processes, and apps that can help everyone on the team perform better, and the innovative solutions they sleuth out and recommend are often the secret sauce that help teams blow goals out of the water. At…
Read More

How-to Use ReactJS and Redux in Salesforce

Help & Training

Silverline has seen an influx of projects where clients require a strong custom mobile presence. This has led us to start looking at new web technologies and programming languages to achieve this. One language that has stood out to our team is ReactJS. ReactJS is a language developed by Facebook that helps with creating and maintaining HTML views in JavaScript (The “V” in MVC as they describe it). This allows a more modular design while…
Read More

Top 5 Features of the Salesforce Winter '16 Release

Help & Training

September is here, and with it the Salesforce Winter ‘16 Release. Here is a countdown of my top 5 favorite features: 5. The Sales Wave App Brings the Power of Wave to Sales Cloud Data (Generally Available) The Sales Wave App allows administrators to build Wave Charts and Dashboards using Sales Cloud data. Wave provides powerful analytics-oriented reporting functionality and now that these analytics reports will live within Salesforce, companies that store large volumes of customer…
Read More

Salesforce Hack: How-to Add More Fields to Related Lists

Help & Training

Let me start by saying that this hack is not mine. Somewhere along the way I was provided with this solution when a client asked to have more than 10 fields in a Related List. Unfortunately I can not remember who exactly provided this solution so I cannot give credit where credit is due however I have kept it in my trusty “hack” folder and use it for very specific use cases. With Lightning now…
Read More

How-to Migrate Salesforce Attachments

Help & Training

Silverline is always ready to take on Salesforce projects that have never been done before. On a daily basis our team is challenged to solve customer problems that have never been solved before. It’s one of my favorite things about working at Silverline. Silverline recently had a client that wanted to migrate their Salesforce Attachments from one Org to another. This posed a challenge for us since there are no ETL tools that allow us…
Read More

Need a custom solution? We can help. Let's Chat