The Silverline Blog
Industry insights, Salesforce news, and more
Salesforce Platform
How to Get the Most Out of Salesforce Standard Security Tools
Reading time: 6 minutes
By Rob Burkett, Principal, Banking & Credit Union Solutions and Greg Grinberg, Director of Technology When it comes to CRM platforms, security is a must for industries that handle a high volume of personal data from both customers and business alike. Within the realms of Financial Services, security extends beyond the need for complex passcodes....
Help & Training
Successful Salesforce Project Management With Limited Resources
Reading time: 3 minutes
Tackling your Salesforce projects can seem daunting. These simple steps can help you evaluate your Salesforce talent and get started on your backlog!
Tools
Quick Cybersecurity Tricks You Should Do Now
Reading time: 3 minutes
As a technology company that serves some of the most highly regulated industries, Silverline is always working to mature our awareness and security initiatives. So of course, we want to celebrate October as National Cybersecurity Awareness Month by sharing some simple tips and tricks to help up your security game. Passwords I know you’ve...
Help & Training
Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type
Reading time: 3 minutes
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...
Help & Training
Object Agnostic Related List Component for Salesforce
Reading time: 4 minutes
At Silverline, my role is a Solution Architect/Senior Business Analyst and I specialize in declarative builds. A couple months back, I received a request to build a custom Visualforce related-lists component for Silverline’s internal org. Though custom related lists for the Salesforce Classic UI have always been a common ask, there was a twist: The...
Help & Training
A Little Goes A Long Way In Your CRM: Small CRM Updates Massively Impact Your Team’s Productivity & Effectiveness
Reading time: 3 minutes
A fully-functioning, perfect CRM is hard to obtain, and once a team accomplishes this glory, it can be hard to encourage more change or even continuous updates. To begin, finding someone with the wits and experience to overhaul your CRM can be costly, time-consuming, and daunting. Even once you find your CRM guru, it’s challenging...
Help & Training
Top 3 Chrome Extensions for Salesforce
Reading time: 2 minutes
Oh, Chrome extensions – how we love them so. If America runs on Dunkin, then Salesforce Admins run on Chrome extensions. They give you more wings than Red Bull. They’re approved by the Most Interesting Man in the World (no, not really). Unfortunately, they can’t create enough cliches to keep you laughing through my introduction. So, yeah....
Help & Training
Lightning Experience Adoption is a Key Push in the Salesforce Summer ‘18 Release
Reading time: 2 minutes
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...
Help & Training
Showcase your Trailhead Badges with the Salesforce Summer ‘18 Release
Reading time: 2 minutes
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...
Help & Training
Enhanced Collaboration for Chatter in the Salesforce Summer ‘18 Release
Reading time: 2 minutes
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...