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

Advisory Articles

RevCult & Silverline Webinar Recap: Salesforce Governance Guide for Banking and Credit Unions

Advisory

Authors: Rob Burkett and Vadim Yerokhin This past month, we hosted a webinar and podcast with RevCult, a Salesforce partner that focuses its efforts on security. RevCult Chief Growth Officer Brian Olearczyk and Chief Product Officer Pete Thurston facilitated a great conversation with the crew about what governance truly means, some key tips for designing a proper program strategy, and what it takes to build a strong Center of Excellence for banks and credit Unions.…
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Is the Zippo Lighter the Epitome of UX Design?

Advisory

As a UX designer, I’m always looking for points of reference, context, and analogy that will speak to my work. That’s why I keep a Zippo lighter on my desk. In my mind, the Zippo lighter is the epitome of good design and one of the best examples I know of pure UX genius. It defines a standard to which all enterprise software should aspire and uses all four core Salesforce design principles.  Salesforce design principles…
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4 Reasons Why Companies Make the Mistake of Skipping QA

Advisory

Everyone who currently lives in the Salesforce ecosystem remembers May 17, 2019. This was the day the “Multi-Instance Core and Communities Service Disruption” occurred, which rendered Salesforce orgs completely unusable, blocking core business processes for customers around the globe for days. Your first thought may be: How could something like this happen? Then you read the Salesforce release notes and realize there was no dedicated QA testing as part of the process. Instead, Salesforce’s documented…
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Is Your Organization Up to the Challenge of New Technology?

Advisory

You completed your Salesforce platform implementation a year or so ago. The utilization is down a bit but a few enhancements have been delivered. However, something isn’t quite right. You really need to take some action, but you’re not sure where to start or what path to take. If this sounds familiar, you are not alone. In fact, you are in pretty good company. Even world-class technology like Salesforce requires care and feeding to keep…
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Creating a Donation Management Platform for Project Sunshine

Advisory

When a young family member or friend is undergoing medical treatment, there is uncertainty, fear, and a great deal of the unknown. Although true relief doesn’t come until young patients are home with a clean bill of health, small doses of comfort can sometimes be found along the way. Enter Project Sunshine: supporting children facing medical challenges Project Sunshine is a nonprofit organization that works with an international network of hospitals and volunteers. Their goal?…
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See the Value in Engaging the Right Salesforce Partner

Advisory

Cultivating the best Salesforce solution for your business is like trying to compose and conduct an exquisite piece of music for an orchestra. Many a business has been in the orchestra pit of a Salesforce build, doing all the right things, but something still comes out a little flat. Maybe you’ve positioned your Salesforce solution to deliver the best experience and outcomes, ensuring the conditions are ideal for a beautiful melody to spring forth. Then…
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Ask a Consultant: We’re Missing Key Team Members for Our Salesforce Project. What Can We Do?

Advisory

Our Ask a Consultant series answers your questions about Salesforce projects. This blog tackles Salesforce talent and work bandwidth.

Successful Salesforce Project Management With Limited Resources

Advisory

Tackling your Salesforce projects can seem daunting. These simple steps can help you evaluate your Salesforce talent and get started on your backlog!

10 Keys to Digital Transformation Wrap-Up: What Have we Learned and What’s Next

Advisory

In the course of the past few months, we’ve explored the ten key requirements of a successful digital transformation for your business. As mentioned in our kick-off blog for the 10 Keys Series, “We see success drivers during the digital transformation journey as a cycle where drivers come into play at different times with varying degrees of importance. You must think beyond each driver as a perfect relationship to the next because their value increases…
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10 Keys Series: Continuous Delivery – The North Star of Digital Transformation

Advisory

For centuries, navigators have used the North Star to guide them through treacherous seas and turbulent skies. No matter the conditions, the North Star has guided many a traveler home. Continuous delivery serves a similar function in digital transformation: a guiding light by which a business charts their path to their desired destination. The primary goal of a continuous delivery practice is to build, test, and release functionality with speed, efficiency, and consistency. Repeatable and…
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