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

Salesforce Platform Articles

It’s Time to Revisit These Salesforce Spring ‘19 Updates

Lightning May 29, 2019 By Lindsay Lelivelt

In case you missed the Salesforce Spring ’19 Release Notes, we put together a detailed overview of the most relevant or interesting updates for Financial Services and Healthcare organizations. Now you can head into summer more prepared to get the most out of Salesforce. Lightning Experience Enhanced Transition Assistance Replacing the Lightning Experience Migration Assistant is the new Lightning Experience Transition Assistant.This new hub acts as the center for all recommended activities, tools, and resources…
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Global Accessibility in Tech: Designing with Users in Mind

Salesforce Platform May 16, 2019 By Silverline Team

By Emily Saka, UI/UX Designer and Sean Ward, Instructional Designer R&D Here at Silverline, we build Salesforce solutions that are used by thousands of people around the world. It’s a big honor, but also a big responsibility. As our user base grows, we need to ensure that our solutions not only help our clients work faster and smarter, but are also usable for everyone who needs to work with them. To support these clients, we…
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What myTrailhead Can Do for a Learning and Development Strategy

Salesforce Platform May 15, 2019 By Sarah Risen Roberston

Last week I attended my first ever Salesforce event: the Salesforce World Tour in New York! I was invited to speak at the session Trailhead and myTrailhead: Create a Culture of Learning at Your Company with Kris Lande and Sarah Capparusso, where I shared my experiences around implementing myTrailhead for Silverline and talked about the impact it’s had on our company. And as a bonus — it was also just a really cool experience. …
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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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