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

Stop Chasing the Customer: Build Relationships with a Unified Digital Platform 1
Stop Chasing the Customer: Building Relationships with a Unified Digital Platform

Banking May 22, 2018 By Fred Cadena

I recently spoke at the Financial Brand Forum and heard the same thing over and over from businesses: we’re growing, but our processes aren’t. The frustration is understandable. To meet increasing targets for customer growth, wallet share, and processing efficiency, you need to be investing in the right technology and processes in order to scale. Join Silverline for a webinar on June 6 at 1 p.m. EST which will feature Paducah Bank, who will be…
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Enhanced Collaboration for Chatter in the Salesforce Summer ‘18 Release 2
Lightning Experience Adoption is a Key Push in the Salesforce Summer ‘18 Release

Help & Training May 16, 2018 By Shane Hayes

If you haven’t made the move to Lightning there has never been a better time. The Lightning transition toolkit is chock full of great tools to help you assess your Lightning readiness. The Lightning Experience Readiness Check is available now and will help you identify Lightning ready users with one-click and will provide a report with actionable trusted guidance on the next steps in rollout. Lightning Visualforce Check will automatically identify any of your Visualforce…
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Enhanced Collaboration for Chatter in the Salesforce Summer ‘18 Release 2
Showcase your Trailhead Badges with the Salesforce Summer ‘18 Release

Help & Training May 10, 2018 By Shane Hayes

Trailhead is an amazing tool to learn about the Salesforce platform (and more) and to increase user adoption. In Summer ‘18, you will be able to display Trailhead badges on user profiles (and more) without having to implement any additional packages. This means you will be able to share and view your team’s accomplishments right from the user profile. The compact view will show three badges, the full view five and you can click View…
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Enhanced Collaboration for Chatter in the Salesforce Summer ‘18 Release 2
Enhanced Collaboration for Chatter in the Salesforce Summer ‘18 Release

Help & Training May 7, 2018 By Shane Hayes

For any organization on the Salesforce platform, Chatter is a core part of the daily workflow. In the Summer ‘18 Salesforce release, there are some exciting new enhancements coming that will make Chatter an even stronger platform for record collaboration and historical communication. We all know that you can tag your co-workers and groups from a single record itself to draw the conversation to that page. In Summer ‘18, you will be able to include…
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Key Themes Around Mortgage Technology Solutions
Key Themes Around Mortgage Technology Solutions

Financial Services May 3, 2018 By Silverline Team

Technological innovation is transforming our lives: how we communicate, shop, bank, make payments, and much more. Over the past few years, the mortgage industry has had to transform as well. Silverline has been partnering with our Mortgage clients to help leverage Salesforce to focus on improving the interactions between various players and optimizing internal processes. Silverline is a proud member of the Mortgage Bankers Association whose mission is to represent and serve its members through…
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Allocate Resources with CalendarAnything and Salesforce Communities
Allocate Resources with CalendarAnything and Salesforce Communities

CalendarAnything May 1, 2018 By Yanique Bourjolly

Did you know CalendarAnything works in Salesforce Communities? This is a great way to allocate resources between employees, customers, and partners because CalendarAnything allows you to see any of your Salesforce records on an actionable calendar through a date/time field. One of our clients, a wedding photography company, is doing exactly that! Its portfolio of photographers log into CalendarAnything via their Community to access information about photoshoot events, time, and expenses. They can block time…
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Silverline Joins the Ellie Mae Pro Consulting Partner Program
Silverline’s Remote Workers Celebrate Earth Day!

Silverline News Apr 22, 2018 By Amanda Mandell

Did you know that 48 years ago, the first Earth Day was celebrated on April 22, 1970?  20 million Americans from all walks of life participated and it is widely credited with launching the modern environmental movement. Now, Earth Day is a global, yearly event that is celebrated by more than 1 billion people from 192 countries.   Earth Day Network, the organization that leads Earth Day worldwide, has made this year’s theme to focus…
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Silverline and TriageLogic Partner to Integrate Nurse Triage Software with Salesforce Health Cloud

Healthcare Apr 16, 2018 By Kathleen Ferrie

Press Release  Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, in partnership with TriageLogic©, is proud to announce an integrated version of its nurse triage module for Salesforce. With MyTriageChecklist, the comprehensive triage module, patient and/or medical call centers with Salesforce can easily add nurse triage protocols into the core interaction with patients. Salesforce continues to gain momentum across the healthcare industry with Health Cloud, built on their market leading CRM platform.…
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Digital Transformation Begins With the Customer: Five Keys for Building a Successful CRM Roadmap
Digital Transformation Begins With the Customer: Five Keys for Building a Successful CRM Roadmap

Help & Training Apr 6, 2018 By Tony McCune

Business leaders are becoming increasingly aware that they must embrace digital transformation to remain competitive. This can mean a number of things depending on the organizational maturity and marketplace. One thing it always includes is the idea of leveraging cloud technology to become more customer-centric. Cloud-based CRM has emerged as the platform of choice for a 360-degree view of customers and customer interaction. It is no longer the domain of sales alone, the entire organization…
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Silverline named to Inc. Magazine’s 36th Annual List of America’s Fastest-Growing Private Companies 2
Silverline named to The SaaS 1000 List

Silverline News Mar 22, 2018 By Amanda Mandell

Silverline is honored to have made the SaaS 1000 list coming in at number 178. The list highlights the top growing SaaS companies for the 1st Quarter of 2018 and is based on an algorithm that includes hiring trends, growth indicators, and number of employees. The list was launched last July and in order to be included on the list, organizations need to have between 40-1000 employees. The intention is to highlight the movers and…
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