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

Salesforce Platform Articles

See the Value in Engaging the Right Salesforce Partner

Advisory Apr 17, 2019 By Lindsay Lelivelt

Cultivating the best Salesforce solution for your business is like trying to compose and conduct an exquisite piece of music for an orchestra. Many a business has been in the orchestra pit of a Salesforce build, doing all the right things, but something still comes out a little flat. Maybe you’ve positioned your Salesforce solution to deliver the best experience and outcomes, ensuring the conditions are ideal for a beautiful melody to spring forth. Then…
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Understanding Salesforce Shield Platform Encryption

Help & Training Mar 20, 2019 By Silverline Team

By Rob Burkett, Principal, Banking & Credit Union Solutions and Greg Grinberg, Director of Technology Salesforce Platform Encryption offers financial institutions the benefit of an additional level of security without the tradeoffs that come with standard encryption. In our previous post, How to Get the Most Out of Salesforce CRM Platform Standard Security Tools, we reviewed which out-of-the-box Salesforce security features are most beneficial to financial institutions and how to leverage them to their fullest…
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How to Get the Most Out of Salesforce CRM Platform Standard Security Tools

Help & Training Mar 12, 2019 By Silverline Team

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. An entire ecosystem of industry regulation exists that must fit into any CRM platform for it to be financially viable…
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Spring ’19 Release: Social Determinants, Refined Referrals, and More to Salesforce Health Cloud

Healthcare Jan 7, 2019 By Shane Hayes

Deliver Holistic Care and Support Social Determinants of Health Insights In the Spring ’19 release, Salesforce Health Cloud will give us new methods to effectively track and take action on critical social and environmental factors that can adversely affect your patients. These social determinants like homelessness, low income, and food insecurity make a huge difference in the success of your patients’ health. With the changes in Spring ’19, you can now track these determinants, take…
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Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type

Pardot Joins the Experience

Salesforce Platform Oct 10, 2018 By Shane Hayes

Winter is Coming. With the Winter release, the outcast Pardot is finally allowed to join the Lightning Family. This, among other things, makes for a very exciting Winter ‘19 release full of fun Pardot enhancements. Firstly, Pardot is coming to Lightning experience, which means your marketing team no longer has to leave Salesforce to manage content, lists, or anything else in Pardot. Goodbye single tab app and hello Lightning Experience. One login to access all…
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Spring ’18 Release Highlights for Salesforce Admins!

Help & Training Jan 26, 2018 By John Kollmer

As a Salesforce Admin, your job is a balancing act. You’ve got to maintain the health and efficiency of your company’s Salesforce org while also supporting the myriad of needs (and wishlists) from your colleagues. It’s with those challenges in mind that I pored over the release notes for Spring ‘18 and picked out five items that will make the life of all admins just a wee bit easier. Let’s dig in: To kick things…
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What Salesforce Summer ’17 has in store for Marketing Cloud

Marketing Jul 7, 2017 By Terry Jaeger

It’s time for another Salesforce release and you know what that means, lots of cool new features and updates to multiple clouds! The new updates went into effect in June so let’s dive into what Marketing Cloud has to offer with the new additions from the Summer ’17 release. Some of the features I’m most excited about include: Send Email Activity: This now is supported for Content Builder emails. The addition of Subject and Preheader…
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Silverline Announces Mortgage360—a Salesforce Fullforce Solution for Retail Mortgage Firms, Mortgage Divisions of Banks and Credit Unions and Other Online Lenders

Banking Jun 19, 2017 By Kathleen Ferrie

Silverline leverages Salesforce’s cloud, mobile, social, IoT, analytics and AI technologies to accelerate business transformation for customers in the mortgage industry New York, NY – June 19, 2017 – Silverline, a consulting firm headquartered in New York City, today announced the release of Mortgage360 — a Salesforce Fullforce Solution for retail mortgage firms, mortgage divisions of banks and credit unions and other online lenders. Today, everyone and everything is becoming smarter and more connected than…
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Salesforce DX & Lightning API

Salesforce Platform Apr 5, 2017 By Bryan Anderson

Recently, Salesforce (SF) introduced two new features that will become part of a developer’s arsenal, SF DX & The Lightning API. While Salesforce’s main focus is to improve and create new features on the Salesforce platform itself, it also makes the effort to make custom development easier and extend the platform to other frameworks. Previously, developers had to build out an extensive tooling library to incorporate the principles of Source Driven Development (SDD), Distributed Version…
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Lightning Component: Simple Agenda View

Lightning Mar 20, 2017 By Kathleen Ferrie

By now, I hope you’ve installed at least one of our free Lighting Components (Jumbotron, Banner, and RSVP) and if not, what are you waiting for? Maybe this last component, our last in this series: Simple Agenda View. This Simple Agenda View component, available to any Salesforce user who has enabled the Lightning Experience, delivers the ability to create a custom calendar, in agenda view, on any record page. With Simple Agenda View you can: …
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