The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Tableau CRM: Getting Started with Data Sets
Reading time: 4 minutes
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the application is super important for the success of your organization. So, where to get started with such a complex platform?...
Analytics Cloud
Tableau CRM vs. Tableau vs. Einstein
Reading time: 4 minutes
The foundation of any great customer experience? Data. Salesforce has always been a best-in-class CRM, with industry-specific solutions like Health Cloud and Financial Services Cloud. But one of their biggest value propositions is bringing more data to more people in an organization. As Salesforce continues to expand, it can be challenging to keep up with...
Analytics Cloud
Asset Management Pipeline Explorer
Reading time: 2 minutes
Are you an Asset Manager who wants more from your CRM? Are you having trouble getting a clear picture of everything going on with potential business? Seeking and obtaining new business from new clients has its challenges. There is an added challenge when it comes to existing clients. Understanding what is going on with business...
Analytics Cloud
Better Patient Case Analysis
Reading time: < 1 minute
Are you a healthcare provider, facility admin or run a healthcare call center? Do you feel overwhelmed by the tremendous amount of patient and case data? Having a grasp on how many patients you provide care for at a given time can be a challenge. Budgeting for more providers, more supplies, and more resources is...
Analytics Cloud
Fast Track Your Wave Dashboard Development
Reading time: < 1 minute
When you are building dashboards in any BI or Analytics tool, the design of the dashboard is usually a challenge that has to be solved each and every time. While each dashboard’s needs are different, I thought it would be great to always start off with a design that can help with telling the story of...
Financial Services
19 Reasons Why Asset Managers will love Wave Analytics
Reading time: 2 minutes
If you have an Asset Management Salesforce solution, wouldn’t you love to be able to track financial adviser performance? Monitor and see trends in sales flows? Slice and dice your AUM? Have a better way to help identify and service intermediaries? With Salesforce Wave Analytics, you can get all of that plus more. Here’s how:...
Analytics Cloud
Salesforce Wave Analytics for Education – Review Classroom Performance
Reading time: 2 minutes
New York City has the largest school system in the United States, with over 1.1 million students enrolled. Teachers collect tons of data every single day (reading levels, math performance, language acquisition, attendance, parent communication, who receives free breakfast and where students go after school are just a few). New York City and its teachers...
Analytics Cloud
Salesforce Wave Analytics for Personal Fitness Metrics
Reading time: 2 minutes
Salesforce Wave Analytics requires just two things to provide valuable insights. 1) Data 2) A reason to analyze the data. Data: Over several years of hitting the gym, I have changed up my workout routine in an effort to improve my appearance and strength. At times, I can see great results; other times, not...
Analytics Cloud
How to Enable and Access Salesforce Analytics Cloud for the First Time
Reading time: 2 minutes
If you just got Salesforce Analytics Cloud (Wave) provisioned for your org and attempt to find it, you will not be able to right away. You can’t even find it as an app. What could be going on here? You are sure it was installed. Fret not, this quick guide will you show you how...
Analytics Cloud
Success with Wave: the Salesforce Analytics Cloud
Reading time: 2 minutes
A company that sees the value in a CRM system but not in Analytics is going to struggle to see any real value at all. Not seeing value in your investment is like running a business blindly. A good CRM system has high user adoption, is configured to scale as the business grows and changes, and is easy...
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