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

Author: Danielle Laffey

Dreamforce ’19 Know Before You Go: An Insider’s Insurance Edition


As Silverline’s Principal for Insurance Solution and co-leader of the Salesforce Insurance Community Group, I’m looking forward to everything Dreamforce 2019 has in store for those in the insurance space. I’ve highlighted everything you need to know to make the most of #DF19: tips, tricks, and must-see financial services and insurance sessions.   My tips and tricks for a successful Dreamforce 2019   Prioritize hands-on workshops and partner/customer theaters in expo halls over sessions. Sessions…
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Get to Know the Insurance-Focused Updates to Financial Services Cloud

Financial Services

It’s an exciting time in insurance technology! On September 24, Salesforce announced an insurance-focused extension to its Financial Services Cloud. New enhancements are designed to help insurers to strengthen relationships with policyholders and include a 360-degree view of each customer across all lines of business. These new capabilities also provide insurers with expanded functionality designed specifically for their industry, such as pre-packaged Lightning Flow templates for First Notice of Loss and Beneficiary Change, detailed Life…
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Get to Know the Trailblazers for Insurance Community Group


On the tails of the exciting launch of FSC for Insurance this spring, Alexis Kuhne (MedPro Group) and I decided to revive a dormant insurance community group of over 1,000 globally. Why? To create a collaborative forum for people exploring how to blaze new trails in the insurance vertical. The Trailblazers for Insurance Community Group is geared toward all those hungry to learn how to make the consumer, agent, and policy admin experience better in…
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