The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Implementation Success: LPL’s Managed Package for ClientWorks Integration
Reading time: 5 minutes
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone sandbox...
Media & Entertainment
Why Salesforce Media Cloud is a Must for Media Planning
Reading time: 3 minutes
Sometimes it can be hard to see the glimmer of light at the end of the media industry tunnel. From two Hollywood strikes to declining ad revenue to money-losing streaming businesses, media companies face a lot of uncertainty as they try to get their share of advertising dollars. The multiple unknowns in media have led...
Salesforce
Silverline Announces Salesforce Data Cloud Implementation Packages to Drive Business Success
Reading time: 2 minutes
Silverline, a leading consulting and professional services firm specializing in Salesforce solutions, is excited to announce a comprehensive suite of Salesforce Data Cloud implementation packages designed to empower companies in leveraging the full potential of their data assets. These packages include expert advisory, implementation strategy, and best practices to ensure seamless integration and maximizing return...
CalendarAnything
CalendarAnything Unveils Availability Scheduling Functionality at Dreamforce 2023
Reading time: 2 minutes
CalendarAnything, the leading Salesforce visualization solution from Silverline, is proud to announce the release of its most requested functionality: Availability Scheduling. The latest release of CalendarAnything will redefine how organizations manage appointments, resources, assets, and more within the Salesforce ecosystem. Availability Scheduling empowers organizations to effortlessly set the availability of any object within Salesforce, be...
Salesforce
6 Ways to Ensure Salesforce Data Security
Reading time: 3 minutes
Government organizations, financial institutions, and healthcare providers are leaking private and sensitive information such as Social Security numbers, dates of birth, and IP addresses from their public Salesforce Community websites. According to a recent article from KrebsOnSecurity, this is due to the potential misconfiguration of Salesforce’s customer relationship management (CRM) software, which can leave data...
Wealth
How to Help Customers Navigate the Great Wealth Transfer
Reading time: 4 minutes
Every family has a different approach when it comes to talking about money. Sometimes it comes up in conversation at every family gathering. Others know it will lead to arguments over the Thanksgiving turkey and avoid the topic all together. According to a Wells Fargo report, an estimated 26% of adult children would rather deal...
Banking
Peoples Bank Leverages Salesforce and nCino to Evolve Technology with Rapid Growth
Reading time: 3 minutes
Peoples Bank started in 1910 in Northwest Indiana as a small community bank and has grown to an asset size of $2.1 billion. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest Indiana and Chicagoland with a wide range of consumer, business, and wealth management products. Lacking visibility across disparate systems Over...
Salesforce
7 Steps for Crafting an Effective AI Implementation Strategy
Reading time: 4 minutes
September 19, 2016 is a significant date in Salesforce history. That’s when Salesforce Einstein was launched and brought the power of artificial intelligence to every Salesforce user. Skip to almost seven years later, and today Einstein runs more than 1 trillion predictions per week. Plus Salesforce has recently added even more AI capabilities with its...
CalendarAnything
6 Ways CalendarAnything Overcomes Salesforce Native Calendar Limitations
Reading time: 3 minutes
Salesforce has undoubtedly revolutionized the way businesses manage their customer relationships and streamline operations. However, when it comes to calendaring capabilities, the native Salesforce calendar can be restrictive, limiting the full potential of the Salesforce platform. Thankfully, there is a solution that unlocks an advanced visual of Salesforce – CalendarAnything. CalendarAnything is the #1 Salesforce...
Insurance
How to Improve Customer Experiences in Volatile Markets
Reading time: 3 minutes
Look up “volatile” in the thesaurus, and you’ll likely see synonyms like unstable, unpredictable, and precarious – all of which are perfect adjectives for the flux of today’s markets. Rising inflation and other financial crises are wreaking havoc on the interest rate environment and impacting the insurance industry. Rates had been at historic lows, but...