The Silverline Blog
Industry insights, Salesforce news, and more
Salesforce Platform
12 New Year’s Resolutions for Salesforce Users
Reading time: 4 minutes
As the new year unfolds, Salesforce users are setting resolutions to propel their skills, amplify efficiency, and elevate their contributions to their organizations. I sat down to think of all the major themes in the past year that customers, prospects, and community members struggled with and asked me how they could be addressed. I also...
Salesforce Platform
Using Asynchronous Apex Automations To Bypass CPU Time Limits
Reading time: 5 minutes
Apex is great for building out complex automations that would be difficult or impossible to do with declarative automations such as Flows or Process Builders. Among these are complex asynchronous automations including Queueable, Batch, and Schedulable Apex. Using asynchronous automations is increasingly important as the business processes and automations that power them become more complex....
Salesforce Platform
The Importance of Accessibility in Salesforce Development
Reading time: 5 minutes
In 2016, a man named Guillermo Robles decided to order pizza from Domino’s. Despite his best efforts, his attempt was unsuccessful. Guillermo, a blind man, relied on screen reader software to navigate the web, and both Domino’s website and mobile app proved unusable and inaccessible with his assistive software. He later sued Domino’s under the...
Digital Transformation
Why Organizational Change Management is All About People
Reading time: 4 minutes
Everyone tends to react differently when they hear that changes are happening in their organization. It could be a relief that a more efficient way of doing tasks is coming soon. Or it could be a roll of the eyes that yet another change is happening with doubt that it will improve processes. In the...
Salesforce
The Essential Study Guide for Salesforce Certifications
Reading time: 4 minutes
A Salesforce certification is a demonstration and verification that you have expertise in a given area of Salesforce. But there’s a vast divide between wanting a Salesforce certification and actually obtaining one. Getting certified takes tremendous dedication and discipline to prepare for and pass the certification exam. But those who achieve mastery with a Salesforce...
Data and Integrations
A Beginner’s 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....
Healthcare
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...