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Help & Training 3 Critical Steps to Facilitating a Successful Move to Lightning
For businesses that have invested heavily in Salesforce, the move from Classic to Lightning can be daunting… and frankly, a bit scary. It’s clear that all of the new features on the Salesforce Platform are being developed for Lightning, and as each new release passes, the need to migrate your...
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Provider Why EHR and CRM are Better Together
After a successful industry-wide implementation of new and cutting-edge technology, it’s hard to stomach when something newer and shinier comes out. You want to take a beat and enjoy the fruits of your labor — not completely abandon the old for the new. Many organizations have completed Electronic...
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Communities See What You Missed from the July 24 NYC Salesforce User Group
Silverline recently hosted the New York City Salesforce User Group on Wednesday, July 24th. The mission of the New York City Salesforce User Group is to build an enthusiastic community committed to learning about the Salesforce Platform and achieving successful adoption. Wednesday’s session was...
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Salesforce Consulting Listen First: Advice from a Salesforce Consultant
I’ve been outgoing my entire life. My mom liked to say my sister would sit in the corner and read to herself as a child; I’d sit in a corner and read out loud for all who wanted to hear (or not). So I find it interesting looking back at the last decade of my […]
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Salesforce Platform How to Become a Salesforce Consultant When You’re Not Already a Salesforce Consultant
As someone who has been in the Salesforce ecosystem for over 12 years, I had always thought one day I would love to be a consultant. The ability to work on multiple Salesforce implementations for many different clients in a vast array of business verticals really appealed to me. I’ve always loved...
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Financial Services My Salesforce Journey: Sixteen Years of Leading and Learning
If you are lucky enough to have met the love of your life, you probably remember certain details about your meeting – where you were, what they were wearing, what they said. My introduction to Salesforce was similarly memorable. In 2003, I was working in sales operations for a Fortune 500 company...
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Healthcare & Life Sciences Creating a Donation Management Platform for Project Sunshine
When a young family member or friend is undergoing medical treatment, there is uncertainty, fear, and a great deal of the unknown. Although true relief doesn’t come until young patients are home with a clean bill of health, small doses of comfort can sometimes be found along the way. Enter Project...
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Marketing How Salesforce Kept Me from Marketing into a Void
Throughout my writing career, I’ve worked in marketing and creative for companies in healthcare, banking, and insurance industries. Each had their unique quirks and charms when it came to marketing (both in B2B and B2C) but certain pain points persisted across all industries — Who were we talking...
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Financial Services What You Need to Know Before Implementing FSC in an nCino Org
What makes Salesforce’s Financial Services Cloud (FSC) and nCino so powerful when combined? Together, the two make it possible to use nCino’s Bank Operating System’s robust features (e.g., Digital Account Opening, Treasury Management, etc.) in tandem with Salesforce’s expansive financial services...
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Data and Integrations How to Boost Your Business with AI Feedback Loops
In the past few years, it’s become apparent that nearly every industry has begun reaping the benefits of data science. However, only a small minority of businesses are capitalizing on these breakthroughs. Why is it that the few rather than the many have been able to successfully realize an ROI on...
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Lightning It’s Time to Revisit These Salesforce Spring ‘19 Updates
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...
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MuleSoft Mini Hackathon: How to Better Serve Customers through Integrated Data
In times of struggle, I’ve always been of the mind to try and help those in need. And in today’s world, my first thought is to look toward technology and the ways it can assist users in simplifying tasks, or making sense of information. To see what we could create around healthcare datasets, a few...
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