The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
The Ultimate Guide to Salesforce MDM
Reading time: 3 minutes
One of the most common questions that we get asked is what is MDM, and how does it fit in the Salesforce world? MDM stands for Master Data Management. To put it simply, it means creating a single source of truth, or one master “golden record” for all versions of a record across all systems....
Payer
How UI/UX Design Enhances Member Services Interactions
Reading time: 4 minutes
Click! Change of address completed. Click! New insurance card issued. Click! Member claim processed. Every second, multiple clicks are being made at member services centers as agents jump from screen to screen to quickly access and process member inquiries. Each one of those clicks may take a second to perform, yet each is backed by...
Help & Training
Your Guide to Salesforce Best Practices: Where to Find Them and What to Do With Them
Reading time: 6 minutes
Learning Salesforce best practices is a breeze with Silverline’s guide! Learn what you need to know to develop your Salesforce strategy effectively!
Lightning
Reusing Code in Lightning Web Components
Reading time: 4 minutes
Lightning Web Components are great for breaking down layouts and interfaces into small, reusable pieces. Still, there are situations where you may want to reuse code throughout your components: validations, string adjustments, etc. It doesn’t make sense to write the same code in multiple places – instead, we can move that code into reusable utility...
Financial Services
5 Tips to Improve Financial Advisor Productivity
Reading time: 3 minutes
Advisors expect a personalized approach to help them feel connected and sure that their clients will transition to their new firm with minimal hassle and disruption to their portfolio. Onboarding journeys can start with a welcome note and take the advisor on a one-to-one guided tour based on live data, which pushes them into desired...
MuleSoft
Unlock your Azure Blob Storage with a MuleSoft API
Reading time: 6 minutes
APIs allow organizations to unlock data from back-end systems to spark innovation, bring products to market faster, and improve the overall quality and experience of dealing with back-end systems. More and more, industries the world over are looking for solutions that connect their back-end systems, making them all accessible via an API. When organizations rely...
Advisory
Why We’re All in the Digital Transformation Business Now
Reading time: 4 minutes
If you’ve been part of the world of technology for a while like I have, you might have a hard time suppressing an eye roll when you hear the words “digital transformation.” With every new advance in hardware, software, and infrastructure, we’re told that true digital transformation will finally be a reality. And with the...
Silverline Cares
Salesforce Provides Free Health Cloud Access… and Silverline Can Help You Implement It
Reading time: < 1 minute
On March 11, 2020, Salesforce announced that in order to help combat COVID-19, they will be providing healthcare organizations free Health Cloud access for six months. Salesforce identified Silverline as one of their preferred partners to assist organizations in getting the solution up and running, and to address some of the immediate challenges faced by...
Salesforce News
Salesforce Acquires Vlocity: Why This News Matters Now
Reading time: 2 minutes
The Salesforce acquisition of Vlocity will drive tremendous value for our clients and ultimately speed the pace of innovation for specific industries. Since the launch of Financial Services Cloud (FSC) and Health Cloud in 2015, Salesforce has demonstrated a commitment to driving innovation at the industry level, and this acquisition doubles down on that strategy. ...
Salesforce Platform
What Are the Different Types of Salesforce User Licenses?
Reading time: 2 minutes
When it comes to Salesforce user licenses, things can feel overwhelming. In an effort to clear the fog, we’ve outlined the most common license types and what type of access they grant. Salesforce User License Types Salesforce Full access to standard CRM and Force.com functionality. Often discussed in terms of clouds (i.e., Sales Cloud,...