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

Salesforce Platform Articles

4 Ways to Improve Your Salesforce Org Instead of Reinventing It

Advisory

We’ve all experienced it. We all loath it. You know, that feeling when: The edits you just spent 30 minutes on don’t save and your browser crashes You invent and refine a product only to research it and find that it already exists As you complete a data upload, you realize someone else already made the changes Face it — we all hate duplicate work, particularly when it comes to Salesforce. If you knew that…
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DNA and CRM: Gene Therapy Chain of Custody Innovation

Advisory

It may still seem like science fiction of the future, but gene therapy is here and happening right now.  What is gene therapy? Created to help manage or prevent diseases, gene therapy may be used to treat patients instead of synthetic drugs or multiple surgeries in the very near future. Currently, researchers are focusing on several approaches, including: Replacing a mutated gene that causes disease with a healthy copy of the gene Inactivating, or “knocking…
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How to See More ROI on your Salesforce CoE

Salesforce Platform

When it comes to Salesforce implementations, Silverline is constantly looking toward the cutting edge, and new technological developments to ensure success. However, we also know that it isn’t just tools that make a Salesforce Org thrive. It’s also, and perhaps even more importantly, the people and processes that keep it moving day to day. That is why we believe so strongly in establishing Centers of Excellence (CoE) within Salesforce Orgs. I keep thinking of what…
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A Year in Review: Our Favorite Stories From 2019

Salesforce Platform

New year, new decade, new content coming your way! But first, let’s take a look back at several of our favorite stories, trends, and customer highlights from 2019. The Top 5 Insurance Trends You Should Know in 2019 Silverline’s VP of Financial Services broke down five trends leading the digital revolution for insurance companies in 2019. 6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics Is your organization prepared to meet…
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The California Consumer Privacy Act: Compliance Strategies for Financial Institutions

Banking

The California Consumer Privacy Act (CCPA) went into effect on January 1, 2020. The CCPA allows consumers to own their privacy and personally identifiable information and affords them five general rights to that data. Under the Act, California consumers will have the right: To know what personal information is collected about them To know whether and to whom their personal information is sold/disclosed, and to opt out of its sale To access their personal information…
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Hear from BCU How They Benefit from Salesforce Managed Services

Client News

One of the nation’s top 100 credit unions, Baxter Credit Union (BCU) recently underwent a digital transformation; Silverline implemented Salesforce for BCU in an effort to provide deeper member insights and improve processes across the organization.  While they gained efficiencies by automating manual processes, BCU’s Enterprise CRM Experience team of two found that they needed more support to truly realize the full effect of their new Salesforce Org. Why Salesforce managed services was the right…
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What Does it Mean to Become a Salesforce Ranger? Meet Silverline’s Own Rangers

Help & Training

Meet Silverline’s Rangers! Becoming a Salesforce Ranger on Trailhead means that you have completed a total of 100 badges and at least 50,000 points on Trailhead. This is the highest Trailblazer rank you can receive. Hear from a few of our very own Rangers and learn how Trailhead has helped their everyday work and career. What’s your name and role at Silverline? Todd Sanford: Solution Architect CoE Lead Julia Kolesnik: TPM/Technical Lead Behzad Habibzai: Senior…
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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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