The Silverline Blog
Industry insights, Salesforce news, and more
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....
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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...
Help & Training
Digital Transformation Begins With the Customer: Five Keys for Building a Successful CRM Roadmap
Reading time: 3 minutes
Business leaders are becoming increasingly aware that they must embrace digital transformation to remain competitive. This can mean a number of things depending on the organizational maturity and marketplace. One thing it always includes is the idea of leveraging cloud technology to become more customer-centric. Cloud-based CRM has emerged as the platform of choice for...
Help & Training
How do you stay on top of Salesforce releases?
Reading time: 2 minutes
Staying on top of Salesforce’s three releases each year can be a big task if you don’t have a proper strategy in place. Are you an admin on a Salesforce team or a solo-admin for your company? The smaller your team, the more daunting these releases may seem. Take advantage of these best practices to...
Help & Training
Dive into the Pardot Spring ‘18 Release Notes
Reading time: 2 minutes
As you may or may not know, Pardot has a rolling release schedule where new features become Generally Available (GA) as they’re deemed ready. Some of these features may be contingent on the Sales Cloud release but most come out on a rolling basis. Below are features that will deliver an immediate improvement to your...