Salesforce
7 Steps for Crafting an Effective AI Implementation Strategy
Reading time: 4 minutes
September 19, 2016 is a significant date in Salesforce history. That’s when Salesforce Einstein was launched and brought the power of artificial intelligence to every Salesforce user. Skip to almost seven years later, and today Einstein runs more than 1 trillion predictions per week. Plus Salesforce has recently added even more AI capabilities with its...
Banking
How Financial Institutions Can Leverage Salesforce CRM Analytics
Reading time: 4 minutes
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer interactions, and only 30% indicated that advisors used the data to inform their immediate decisions during interactions. This is a missed...
Salesforce Platform
The Top 14 Features of Salesforce Summer ’22 Release
Reading time: 9 minutes
Salesforce has three releases a year: Spring, Summer, and Winter. With each release, Salesforce has hundreds of pages of release notes. Silverline has spent time testing out the different features and here are some of the most important new ones that have arrived with the Salesforce Summer ’22 release: 1. New product names If you...
Banking
How Salesforce FSC Supports Branch Management
Reading time: 4 minutes
You may remember going to your local bank as a child. Maybe you got a lollipop from the teller. Or you were there to stash away your birthday money. Or you opened your first bank account with your first job. Despite the fond memories you may have of your local bank, the banks of today...
Financial Services
Salesforce Spring ‘21 Features: Interaction Summaries and Branch Management
Reading time: 3 minutes
Salesforce launched Financial Services Cloud (FSC) in March of 2016, and since that day, they have continued to introduce new features and improvements with each release. The Spring ‘21 release is no exception and comes packed with exciting new features. Two of these features, Interaction Summaries and Branch Management, immediately add value for all FSC...