The Silverline Blog
Industry insights, Salesforce news, and more
Managed Services
How to Break Up with Your Current Managed Services Provider
Reading time: 2 minutes
The magic is gone. What was once such a special relationship, has grown stale and one-sided. You no longer feel fulfilled and you know that something’s got to give. We’ve all been there. But that doesn’t make it any easier to do. Here are some simple phrases you can use when you and your current...
Financial Services
Optimized Salesforce Security Features for an Independent Banking Firm
Reading time: 3 minutes
Any digital transformation project requires significant resources — time, budget, and internal subject matter expertise. When you invest in that kind of project, you need to deliver a platform that meets initial expectations and establishes a strong foundation for future expansion. This Midwest-based, independent, and locally-owned bank recently completed their initial Financial Services Cloud implementation...
Client Services
Zen and the Art of CoE Maintenance
Reading time: 4 minutes
Don’t be scared by the term “Center of Excellence.” It doesn’t have to be an entire section of a building staffed by dozens of people — though of course you could do that if you wanted. I work with hundreds of mid- to large-sized clients, and every single one of them has a different interpretation...
Financial Services
3 Big Factors for Your P&C Insurance Digital Transformation
Reading time: 4 minutes
In the span of just a few months, digital transformation went from important to essential. We’ve seen in the last five years how new technology-based players in the property and casualty (P&C) insurance space forced traditional insurers to play catchup. Earlier this year, we talked about how 2020 was the year to invest in digital...
Client Services
What Do Salesforce Solution Architects Do, Anyway?
Reading time: 4 minutes
It’s a complicated role. Salesforce Solution Architects (SAs) live in a complex world of acronyms, systems, lifecycles, processes, user stories, relationships, and politics. Solution Architects need to lead successful implementations of Salesforce and system integrations that leverage on-premise and cloud computing platforms. But that means they: Conduct business process review meetings Lead the evaluation of...
Client Services
Why Bad Data is Bad for Your Business
Reading time: 3 minutes
How do you know if you’ve got good or bad data? How fit is your data? Is your data fit for analysis? What does data fitness even mean? Fitness isn’t just about healthy activities and svelte physiques. Fitness is defined as the quality of being suitable to fulfill a particular role or task. In terms...
Salesforce
Salesforce Record Access: Who Sees What and Why
Reading time: 6 minutes
Data security is a top priority, The stakes are high, your company’s reputation and your customer’s trust are on the line. Users should have all the data they need, but shouldn’t have access to data they don’t need to see. So let’s dive in and explore how to leverage Salesforce Record Access features to ensure...
Client Services
Why Salesforce Managed Services is an Admin’s Best Friend
Reading time: 3 minutes
Do you have a work BFF that you rely on day in and day out? A trusted friend that you can go to for advice and guidance? Think of Salesforce Managed Services as just that! Your new Salesforce BFF will get you to take a step back and ask yourself the hard-hitting questions like, “Do...
Client Services
Change Management as a Constant in the New Normal
Reading time: 3 minutes
To say that this global pandemic changed our ways of working seems like a bit of an understatement. The popular Change Management book, Switch, by Chip and Dan Health, dives into many topics surrounding people’s ability to manage change, but a key theme that resonates during this pandemic is that willpower (i.e. ability to deal...
Client Services
Salesforce + CPQ: How the Right Partner Makes All the Difference
Reading time: 4 minutes
Picture this: You’re an accomplished, experienced and certified Salesforce Administrator. You know your team needs to be able to quickly and accurately generate quotes for orders within Salesforce. You’ve worked tirelessly to vet business requirements and selected Salesforce as your Configure Price Quote (CPQ) vendor of choice. You’ve done the Trailhead; you’ve implemented all standard...