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

Author: Lindsay Lelivelt

How CalendarAnything Improves Ease of Care for QSAC, a Nonprofit

CalendarAnything

Founded in 1978, QSAC (Quality Services for the Autism Community) is a New York City and Long Island based nonprofit that supports more than 2,500 children and adults with autism. Together with their families, QSAC helps people achieve 
greater independence, realize their future potential, and contribute to 
their communities in a meaningful way by offering person-centered services. We spoke with Lou Costa, IT Director at QSAC, about their CalendarAnything solution — the #1 calendar app…
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Salesforce Health Cloud Winter ‘20 Release Notes: What’s in it for You?

Healthcare

“Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.” According to the above note, tentatively, possibly, maybe, most likely…
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Dreamforce for Beginners: How to Get the Most out of Dreamforce 2019

Dreamforce

Dreamforce 2019 is this November 19-22 in foggy San Francisco, CA. Chances are if you’re reading this — you’re going! And it’s your first time! Congratulations are in order. You’ve likely been inundated with lots of information about Dreamforce, or not nearly enough. We’d like to break it down for you and highlight what makes Dreamforce such a wildly popular and successful conference. First things first, what is Dreamforce? Here’s the Reader’s Digest version. Dreamforce…
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ERP and CRM: Integration Leads to Innovation

Navigator

Enterprise Resource Planning software (ERP) has long been the gold standard of workflow management in manufacturing firms — tracking resources such as cash, raw materials, and production capacity, along with the statuses of payroll and purchase orders and miscellaneous supply orders. Made of collected applications, ERP systems collect information from these various data points, storing and interpreting their business impact and importance. Though ERPs were designed to influence and introduce agility into company workflows, as…
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Salesforce Lightning Readiness: Are you Prepared?

Lightning

You know Classic. You’ve grown comfortable with Classic. For businesses that have invested heavily in Salesforce, the move from Classic or Console to Lightning can be difficult to start, allocate resources for, and ultimately, project manage. Straightforward, out-of-the-box organizations have several factors to consider when switching to Lightning, and the number of considerations increases with more customized (Classic) Orgs.  But making the move to Lightning has proven benefits for organizations: increased productivity, better reporting visuals,…
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What to Watch at the Digital Mortgage 2019 Conference

Events

This September 23-24, mortgage leaders and digital innovators in the home buying and selling ecosystem will descend on the Wynn Las Vegas for two days of learning, networking, and fun (it is Vegas, after all) at the Digital Mortgage 2019 Conference. From fireside chats and keynote speakers to countless lives demos, this conference is sure to introduce new and competitive ideas to the marketplace. Sessions to watch: Salesforce, your LOS, and delighting your lenders Monday,…
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Silverline Office Tour: Minneapolis

Around the Office

This stop on our Silverline Office Tour is a personal favorite — and only because I am 100% biased. Minneapolis is not only my home, but home to a great number of Silverliners, and I’m excited to brag about our city.  This summer the Minneapolis team got together for some team building, volunteering, and of course a little bit of fun. We met at iFly in Minnetonka and started the day with a real heart-to-heart…
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Silverline Office Tour: Orlando

Around the Office

For the next stop in our Office Tour series, I chatted with three of Florida’s finest to see what makes The Sunshine State so great. First, the players. Zach Baker is a Change Readiness and Management Consultant. Barb Brandon is a Sr. Engagement Manager. Danielle Laffey is a Principal Insurance Consultant. And to the best of our collective knowledge, none of them have even been a featured Florida Man or Florida Woman in the news.…
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Why EHR and CRM are Better Together

Healthcare

After a successful industry-wide implementation of new and cutting-edge technology, it’s hard to stomach when something newer and shinier comes out. You want to take a beat and enjoy the fruits of your labor — not completely abandon the old for the new.  Many organizations have completed Electronic Health Record (EHR) implementations only to find that the EHR was not the best tool for engaging with patients. Though they’re a great way to house collective…
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Silverline Office Tour: Chicago

Around the Office

Continuing on our Silverline Office Tour, our next stop is Chicago. Four Silverliners — Scott Rojas, Lizz Hellinga, Andy Mack, and Thomas Lentz — took a break from their busy days to share what it’s like to work in the windy city. First things first: Who are you and how long has Chicago been your home? Scott Rojas: I’m a Portfolio/Delivery Director for client services. I’ve lived in the Chicago area for the last 20…
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