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

Salesforce Platform Articles

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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Planning Your Data Governance Strategy

Help & Training Mar 17, 2017 By Jill Harrison

When we engage with new clients that are considering rolling out Salesforce for their users, we field tons of questions related to data. It’s one of the top concerns of users and executives alike – and it should be! It’s one of the most important aspects of planning for your implementation. When your users and management teams can rely on the quality and accuracy of data in Salesforce, it gives them the confidence they need to…
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4 Reasons You Should Use Salesforce Lightning Components

Lightning Jan 13, 2017 By Kathleen Ferrie

Salesforce has made a huge investment into the new Lightning platform and we believe it represents innovative, next-generation opportunities for our clients. Lightning includes the Lightning Component Framework and some exciting tools for developers; using these technologies you can seamlessly customize and easily deploy new apps to mobile devices running Salesforce1. Why use Lightning Components? Lightning Components give you a client-server framework that accelerates development, as well as app performance, and is ideal for use…
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Transforming Healthcare One Connected Device (to Salesforce) at a Time

Healthcare Sep 30, 2016 By Matt Gretczko

Silverline works with a number of Medical Device organizations to help improve their operational efficiencies, increase market share, and inform better patient care and outcomes. These projects tend to start with an emphasis on improving Sales, Service, and Marketing processes, most times including integrations to ERPs and other enterprise systems. What we are finding though is that along the adoption and maturity curve for the Salesforce platform, projects that were once identified as potentially future…
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Top 5 Features of the Salesforce Winter ’17 Release

Help & Training Sep 20, 2016 By Brock Elgart

September is here and with it the Salesforce Winter ‘17 Release Notes. Here is a countdown of my top 5 favorite features: 5. Navigate from a Lightning Component to Another (Beta) Developers can now create lightning components and are able to navigate to other lightning components. This allows us to create complex multi-step wizards in Lightning without trying to cram all of our code into a single Lightning Component. This was a key feature that has…
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