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

Salesforce Platform Articles

Holiday Scheduling Made Easy with CalendarAnything and RSVP

CalendarAnything

The holidays are a busy time for everyone — with schedules and hearts full of winter cheer. It can be hard to keep track of your own calendar, let alone your whole team at work.  With team members fluttering from family event to Friendsgiving, it can be difficult to keep track of who is in the office at year-end. CalendarAnything is here to help with holiday scheduling. Holiday scheduling for your entire team CalendarAnything takes…
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Insights From Dreamforce 2019: Key Takeaways for Financial Services

Dreamforce

Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our clients — it was a long and energizing week! Among the sessions, keynotes, happy hours, and other excitement of the action-packed week, there was an avalanche of information on new Salesforce features and products. Dreamforce can be overwhelming,…
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6 Salesforce Capabilities We’re Thankful for This Year

Salesforce Platform

As Thanksgiving approaches, I’m sure we’re all reminiscing about what made us most thankful this year, and what continues to keep us grateful. Things like… Salesforce and its ever-expanding capabilities. Right? Here are six of our favorite ways Salesforce helps us get things done. 1. Lightning Experience I am thankful for Lightning Experience. When Salesforce named their new user experience, they specifically chose the name “Lightning” because it is fast, beautiful, and each one is…
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Advice from BCU: How To Choose The Right Salesforce Partner For Your Credit Union

Client News

We recently highlighted the work we did with Baxter Credit Union (BCU) to implement their new Salesforce Org and help increase member engagement across the board.  The project was a success largely due to the partnership formed early on. “In our work with Silverline, we set a very clear expectation of ‘Look, here’s where we want to go, here are some guiding principles we want to have in our project.’ And we’re very thankful that…
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Improved nCino Configuration Time within Salesforce Orgs

Financial Services

Silverline has been working with Salesforce implementations since the get-go — with many of our consultants working within the platform even before Silverline came to be. The Salesforce platform allows our clients to create flexible and extensible business processes. Among many other features, Salesforce’s sandbox capability also allows organizations to spin up a new instance and start working with an exact copy of production or an existing sandbox. With such a quick setup, we’re able…
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Deeper Member Insights & Improved Results for Baxter Credit Union

Client News

Baxter Credit Union (BCU) is a full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 states and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of financial services. But with recent tremendous growth — due in part to its ability to acquire and maintain members by establishing personal, relevant relationships — BCU needed a…
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Helping Project Sunshine Connect and Do More with Donors and Volunteers

Client News

Project Sunshine’s goal is to help bring pediatric patients and their families a sense of joy and normalcy during hospital stays or extended waits by delivering interactive kits put together by volunteers. At Silverline, we’ve made giving back a fundamental part of our Silverline Cares initiative by partnering with Project Sunshine. But we’ve also worked with Project Sunshine to help them improve methods of tracking and managing donor and volunteer information and activities in Salesforce.…
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Designing UX and the Art of Restoring a Volvo 240

Salesforce Platform

I am lying under my 30-year-old Volvo 240 studying the drive shaft and thinking about designing UX for enterprise software. This car began as a $500 solution for a second car 一 something for around town, running errands, going to the grocery store. What could be better than a classic Volvo brick? There’s a cardinal rule about restoring old cars. Take your best estimate and whatever amount you intend to reasonably spend… and then double…
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May the (Sales)Force be with You! 3 Reasons You Need Jedi-Quality Support

Navigator

Star Wars is debatably the best example of a saga that bridges the genres of fantasy and Sci-Fi. It takes place a long time ago (fantasy)… in a galaxy far, far away (Sci-Fi). The movies employ spaceships and weapons (Sci-Fi), but it also uses the magical force which pulses throughout the universe waiting to be channelled (fantasy). Similarly, the majority of the Salesforce ecosystem exists at the intersection of people and technology, as well as…
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Salesforce Health Cloud Winter ‘20 Release Notes: What’s in it for You?

Healthcare

“Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.” According to the above note, tentatively, possibly, maybe, most likely…
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