How Financial Institutions Can Best Support Customers in the Coronavirus Reality

Reading time: 4 minutes

As someone who travels frequently to meet clients and partners, I have been acutely aware of the impact Coronavirus is having on customer service center wait times. CNN recently reported that travel booking sites have been overwhelmed by call volume, and my airline app has a banner asking travelers not to call unless they have...

Last Month’s Nashville Salesforce Administrator Group Meeting… of the Minds!

Reading time: 2 minutes

I’m the local community leader for the Nashville Salesforce Administrator Group, and last month, I led a joint Nashville Salesforce User Group meeting with the Salesforce Developer Group and Mulesoft User Group. We had about 55 people attend, which was the largest meeting so far! At this holiday-themed meeting, we raffled off many prizes —...

Advice from a Salesforce MVP: 7 Steps to Make the Most of Dreamforce

Reading time: 3 minutes

As a Salesforce MVP, I’ve had my fair share of Salesforce events. I’ve attended 30+ Community events, including Dreamforce, and I’m a 6x (soon to be 7x) Dreamforce speaker. Dreamforce is my favorite week of the year and this year will be my fifth consecutive year attending. I can’t believe the awesomeness we have to...

Embracing the Benefits of Being a Woman in Technology

Reading time: 3 minutes

Growing up in a house of strong women, I always knew I could do whatever I set my mind to. My two older sisters and I were all STEM majors in college and grew up into successful members of the Women in Technology (WIT) community. I eventually graduated with a Bachelor of Science degree in...

See What You Missed from the July 24 NYC Salesforce User Group

Reading time: 2 minutes

Silverline recently hosted the New York City Salesforce User Group on Wednesday, July 24th. The mission of the New York City Salesforce User Group is to build an enthusiastic community committed to learning about the Salesforce Platform and achieving successful adoption. Wednesday’s session was about the Salesforce mobile app and featured Victor Oliveros, Eugene Oksman,...

Salesforce and Silverline Kick off Summer Roundtable Series for Investment Banks and Capital Markets Firms

Reading time: 2 minutes

Last night, Silverline was thrilled to host a fantastic group of financial services thought leaders in NYC in partnership with Salesforce. We would like to extend a big thank you to those who came out for the dinner and discussion, as well as our fantastic panelists from KKR, Evercore, General Atlantic, and Stonebriar. The panel...

Allocate Resources with CalendarAnything and Salesforce Communities

Reading time: < 1 minute

Did you know CalendarAnything works in Salesforce Communities? This is a great way to allocate resources between employees, customers, and partners because CalendarAnything allows you to see any of your Salesforce records on an actionable calendar through a date/time field. One of our clients, a wedding photography company, is doing exactly that! Its portfolio of...

The DOL Fiduciary Rule is on its way!

Reading time: 2 minutes

It’s official, the Department of Labor (DOL) will proceed with a June 9th implementation date for the fiduciary rule. With the date right around the corner, advisors may be concerned with how to comply. According to DOL.gov, DOL in supporting its mission to “protect, educate, and empower retirement investors,” implemented a new ruling that ensures...

How-to Create a Salesforce Community, No Custom Development Needed!

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Our team is excited to announce that The WaterCooler, the premiere social intranet app for Salesforce, is now compatible with Salesforce Communities. Organizations are transforming the way they engage with employees, partners, and customers by implementing the Salesforce Community Cloud. Thanks to The WaterCooler, you can quickly realize the value of a Community.

5 Steps to Building Communities that Thrive

Reading time: 2 minutes

Did you know that engaged customers in communities spend 19% more?¹ 

Your clients want information at their fingertips – without having to pick up the phone or write an email. Portals and communities give them instant access to you anytime and anywhere. Learn how to drive customer engagement with client communities, integrate your business with partner communities, and transform the workplace with employee communities all in 5 easy steps.