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

Salesforce Consulting Articles

Becoming a First-Time Dreamforce Speaker

Dreamforce

While flying home and processing all of the fantastic learning and community opportunities that Dreamforce 2019 presented, I realized it had been five years since I last attended Dreamforce. From attending this year’s keynote with Barack Obama to catching so many thoughtful sessions to collecting a Salesforce plushie for each of my children at home, the week was both a full and fulfilling one. This Dreamforce also included one special first for me — I…
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My Journey from PepUp Tech to Dreamforce 2019 Speaker

Dreamforce

PepUp Tech is a nonprofit organization whose mission is to help the underrepresented community and diversify the tech industry. They have many programs to help this cause, one of which I was part of: the PepUp Tech Salesforce Bootcamp. The program teaches what Salesforce is and how it works. We walked through trails in Trailhead together to better understand how and why we build certain things in Salesforce based on each scenario. We built custom…
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A Customized Multichannel Solution to Better Serve CareMount Medical Patients and Staff

Healthcare

CareMount Medical is the largest independent multi-specialty medical group in New York State, providing comprehensive medical care of the highest quality to over 640,000 patients in more than 45 locations. Founded in 1946 as Mount Kisco Medical Group, CareMount Medical has grown from six physicians to over 600 physicians and advanced practice professionals with over 40 specialties. CareMount Medical is affiliated with world-class organizations including Massachusetts General Hospital, Mount Sinai Health System, and Memorial Sloan…
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Getting Certified at Dreamforce ‘19: Tips, Tricks, & Everything You Need to Know

Dreamforce

Why Get Certified at Dreamforce You may be thinking that Dreamforce already means a packed schedule and that there are so many sessions to see, people to meet, and events to go to… so how is there time to take a certification exam? Fortunately, Salesforce has made it easy to do so at the event itself by working it into the agenda in a way that works for busy Dreamforce attendees. But first, hear from…
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Embracing the Benefits of Being a Woman in Technology

Communities

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 Probability, Statistics, and Data Analysis and began my career at Silverline. From intern to full-time employee, I am now a…
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Is the Zippo Lighter the Epitome of UX Design?

Advisory

As a UX designer, I’m always looking for points of reference, context, and analogy that will speak to my work. That’s why I keep a Zippo lighter on my desk. In my mind, the Zippo lighter is the epitome of good design and one of the best examples I know of pure UX genius. It defines a standard to which all enterprise software should aspire and uses all four core Salesforce design principles.  Salesforce design principles…
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What is the Silverline Academy? Get to Know Our Current Class

Around the Office

The Silverline Academy is a full-time, 3-month immersive learning program for recent graduates. They go through hands-on training to learn a variety of consulting and soft skills, including client and project management, solution architecture, system testing, training approaches, and design. Expert Silverline team members design the curriculum and ultimately prepare the class to become Salesforce-certified consultants. At the end, our Academy graduates are assigned a mentor and client projects to work on. My favorite part…
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Is Your Organization Up to the Challenge of New Technology?

Advisory

You completed your Salesforce platform implementation a year or so ago. The utilization is down a bit but a few enhancements have been delivered. However, something isn’t quite right. You really need to take some action, but you’re not sure where to start or what path to take. If this sounds familiar, you are not alone. In fact, you are in pretty good company. Even world-class technology like Salesforce requires care and feeding to keep…
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3 Critical Steps to Facilitating a Successful Move to Lightning

Help & Training

For businesses that have invested heavily in Salesforce, the move from Classic to Lightning can be daunting… and frankly, a bit scary. It’s clear that all of the new features on the Salesforce Platform are being developed for Lightning, and as each new release passes, the need to migrate your organization to Lightning remains ever present. Salesforce has clearly defined Lightning as the path forward. There are several business reasons for making the move to…
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How My Human Complexity Makes Me a Better Consultant Advocate

Around the Office

I wear many hats in the world, all of which influence one another in various ways. At Silverline, I am a Consultant Advocate responsible for supporting a team of consultants on their projects and in their careers. In the Salesforce ecosystem, I am a Certified Admin and App Builder with seven plus years experience as both a client-facing consultant and an internal system administrator. In the larger realm of STEM, I am an Android user,…
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