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

Author: Shane Hayes

Spring ’19 Release: Social Determinants, Refined Referrals, and More to Salesforce Health Cloud

Healthcare

Deliver Holistic Care and Support Social Determinants of Health Insights In the Spring ’19 release, Salesforce Health Cloud will give us new methods to effectively track and take action on critical social and environmental factors that can adversely affect your patients. These social determinants like homelessness, low income, and food insecurity make a huge difference in the success of your patients’ health. With the changes in Spring ’19, you can now track these determinants, take…
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Pardot Joins the Experience

Salesforce Platform

Winter is Coming. With the Winter release, the outcast Pardot is finally allowed to join the Lightning Family. This, among other things, makes for a very exciting Winter ‘19 release full of fun Pardot enhancements. Firstly, Pardot is coming to Lightning experience, which means your marketing team no longer has to leave Salesforce to manage content, lists, or anything else in Pardot. Goodbye single tab app and hello Lightning Experience. One login to access all…
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Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type

Help & Training

The Winter ‘19 release is right around the corner and brings with it new features and new things to prepare for.  If you are a Financial Services Cloud user, there is a change introduced in Winter ‘19 that you should be aware of.   Before Winter ‘19, there was a single Lead referral record type that came out of the box with Financial Services Cloud.   With Winter ‘19, one of the goals with Financial…
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Lightning Experience Adoption is a Key Push in the Salesforce Summer ‘18 Release

Help & Training

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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Showcase your Trailhead Badges with the Salesforce Summer ‘18 Release

Help & Training

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

Help & Training

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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