Capital Markets
Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency
Reading time: 4 minutes
The de-stressing puppy station – that’s what some attendees might remember the most from this year’s Dreamforce conference. The puppies were there to help with relaxation and mindfulness during a hectic few days at the event. Between the thousands of sessions, multiple parties, and many client conversations, the Silverline Financial Services team found a welcome...
Dreamforce
Don’t Miss These Dreamforce 2022 Financial Services Sessions
Reading time: 4 minutes
Dreamforce is just a few weeks away, and along with checking the weather in San Francisco and playing the Red Hot Chili Peppers on repeat, you’re probably starting to think about the sessions you’ll attend. With over 1,000 sessions happening over three days, deciding which ones are worth your time can be overwhelming. Our Silverline...
Financial Services
Updates to Financial Services Cloud: What You Need to Know
Reading time: 4 minutes
Exciting news: Salesforce just announced new updates to Financial Services Cloud. Our industry leads spent a great (virtual) day at the Salesforce Industries Summit working with leaders revolutionizing their companies in an all-digital, work-from-anywhere world. I caught up with our industry leads from investment banking, insurance, banking and lending, and wealth management to understand what Salesforce’s...
Tools
6 Tools to Help you be Ridiculously Efficient in Salesforce
Reading time: 3 minutes
Whether you’re a new Salesforce admin/developer or an experienced one, I’m sure you’re always looking for advice that will make you better at your job. Well, I’m here to help! Here are 6 tools that will help you be ridiculously efficient in Salesforce. Salesforce Navigator If you’re tired of spending time clicking on Your Name > Setup…. and...