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

Communities Articles

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


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 was thoughtfully moderated by Andrew Brandman, SVP of Financial Services at Salesforce, and Chris Arrix, Salesforce’s GM of Corporate &…
Read More

Back at the COOP: Providing Salesforce Education


By Joanna Bak, Associate Developer and Paige Thompson, Client Services Consultant Last month, Silverliners participated in volunteering with COOP, an organization that enables recent college graduates from underemployed groups to learn digital skills and pursue digital jobs. The partnership with COOP started with current Salesforce MVP and Silverline consultant Umair Ilyas. He worked with the NYC Trailblazer community group leaders to organize volunteers to help teach and run the three-day Salesforce course. Silverline has participated…
Read More

Allocate Resources with CalendarAnything and Salesforce Communities


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 photographers log into CalendarAnything via their Community to access information about photoshoot events, time, and expenses. They can block time…
Read More

The DOL Fiduciary Rule is on its way!


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 in supporting its mission to “protect, educate, and empower retirement investors,” implemented a new ruling that ensures all individuals providing “retirement investment advice to plans, plan fiduciaries and IRAs to abide by a ‘fiduciary’ standard – putting…
Read More

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


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



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.

Want to Learn How to Build an Employee Community?


We here at Silverline are getting super excited for tomorrow’s Salesforce World Tour event, happening right here in our hometown of New York City. If you haven’t registered, yet – get on it!  The team is really looking forward to getting hands-on again with the new Wave analytics platform, checking out new apps in the Expo, and hanging out in the Dev Zone. If you’re there, please stop by and say hi to us in the booth. We can’t wait to unveil the new Lego creation we’ve got for you. To find out where you can hang with us, click here for our full schedule tomorrow.

One breakout session that’s getting a lot of buzz in our office this week is going to be with our own VP of Product Development, Scott Thomas. He’s been hard at work pushing out a cool new mobile release for CalendarAnything and tomorrow he’s going to show us how we can build an Employee Community in ten minutes leveraging Silverline’s WaterCooler app. I don’t know about you, but I’m definitely going to bring my stopwatch. Can’t wait to see what he’s got up his sleeve!

Here are the details:

4 Things “I Wish I Knew Earlier” for a Branded Salesforce Community


Salesforce Communities

Salesforce has given its customers a great deal of functionality with their Communities offerings. It brings external customers and partners into business process with some easy-to-use out of the box functionality. While out of box functionality is always nice to have, it’s also comforting to have the ability to build a fully custom, branded Community using Visualforce. I’d like to share four things I wish I knew before my first implementation of a Salesforce Customer Community. They deal with funky email patterns, how licensing can impact design, and some best practices for the technical team implementing the Community.

1. (Publishing a Community === Tremendous Email Capabilities)

There is a very important note about the functionality that is attached to “enabling” profiles for a community. Both partner and customer communities have the ability to select profiles that can use the Community (see image 1 below); What you should know is that every time you add a new profile to a community, the welcome email that is setup for the Community will be sent to users in that profile. If you accidentally add an internal user profile, expect that all of those internal users will get the welcome email; which can be nice, or very, very annoying based on the timing of when you’re trying to add users. It is very normal to consider (and adjust) who can use the community before finalizing the welcome email – so be careful!

Silverline and PURE Build a Premier Customer Experience

Client News

Learn how PURE is delighting customers, disrupting the market, and building loyalty with Salesforce.


Privilege Underwriters Reciprocal Exchange (PURE) is a policyholder-owned insurer dedicated to creating an exceptional experience for responsible high net worth individuals and families.  The PURE product suite includes best-in-class, customizable coverage throughout the U.S for high-value homes, automobiles, jewelry, art, personal umbrella liability, watercraft, and flood.


At PURE, a top business priority is to create what they call an ‘exceptional member experience’, one that produces member (policyholder) enthusiasm that will yield lasting growth through word of mouth. PURE began using Net Promoter Score® (NPS) to benchmark that enthusiasm and identify ways to create greater value for the membership.

Segmenting PURE’s NPS proved that they create an extraordinary level of enthusiasm and loyalty through the claim process, but that claimants yearn for even more ‘real-time’ information. They also observed that members who never experienced a claim while with PURE generally weren’t as enthusiastic as those who did, prompting them to invest in enhancing non-claim interactions and communication. Finally, a disproportionate share of PURE’s membership is among the 49% of U.S. adults that connect regularly to the internet via three or more devices, and that they needed to better serve them on whatever device they choose.

PURE wanted a secure private member portal to provide members with online access to vital services and information, all from one location. PURE teamed with Silverline to create a member portal to:

  • Support PURE’s commitment to deliver the single best service experience members will ever have;
  • Provide 24/7 access to important information and documents (i.e., policies, invoices, and insurance ID cards) in a secure, responsive, mobile-friendly online environment;
  • Make it easy for members to conveniently manage their coverage portfolio for all policies in a single place;
  • Address the top 20 member service issues and questions, thereby improving member experience while reducing service call volume;
  • Encourage even more members to ‘go paperless’;
  • Eliminate confusion associated with the billing process; and,
  • Enhance the claims process with a transformational level of transparency, real-time information, and human-centric options.

6 Ways Salesforce Communities Will Transform Your Business



Clients now expect 24/7 access to important information in a secure, responsive, mobile-friendly online environment. To provide constant coverage, your firm doesn’t need an around the clock service team.

There is a better way to provide client information and generate collaboration between employees, customers, and advocates using Salesforce communities. So, what are some ways a Salesforce community can benefit your business?

Need a custom solution? We can help. Let's Chat