The Silverline Blog
Industry insights, Salesforce news, and more
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....
Banking
Growing Deposits with Salesforce Tools
Reading time: 3 minutes
I hear from clients all the time that their focus is growing their business, but when I ask how, they often say, “Acquiring new customers.” Acquisition can absolutely grow your business, no doubt about it. But if you’re not paying attention to those customers after they open an account, then you’re just refilling a leaky...
Tools
The ROI on Clean Data… and the Right Data Management Solution
Reading time: 2 minutes
Dirty data has no place in any database. Incomplete, old, or duplicate records create inefficiency, a decline in productivity, and ultimately negatively affect ROI. But achieving and maintaining high-quality data requires careful planning, a robust process, and a good tool. Salesforce’s Duplicate Management is one step forward in preventing your CRM from accumulating duplicate records....
Tools
It’s Time to Revisit These Salesforce Spring ‘19 Updates
Reading time: 4 minutes
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...
MuleSoft
Mini Hackathon: How to Better Serve Customers through Integrated Data
Reading time: 7 minutes
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...
Tools
Global Accessibility in Tech: Designing with Users in Mind
Reading time: 2 minutes
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...
Help & Training
Understanding Salesforce Shield Platform Encryption
Reading time: 3 minutes
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...
Tools
Quick Cybersecurity Tricks You Should Do Now
Reading time: 3 minutes
As a technology company that serves some of the most highly regulated industries, Silverline is always working to mature our awareness and security initiatives. So of course, we want to celebrate October as National Cybersecurity Awareness Month by sharing some simple tips and tricks to help up your security game. Passwords I know you’ve...
Tools
Wave Dashboards to Forecast Resource Availability
Reading time: 2 minutes
As a business, Silverline has its own Salesforce instance just like our clients. We constantly strive to improve and innovate to stay one step ahead and solve challenges internally. We recently did an overhaul of our resource capacity process utilizing Wave Dashboards. Check out our story below: Challenge A request was made by our executive...
Tools
How Sigstr’s Email Signature Platform is Helping Silverline Improve Communications
Reading time: 2 minutes
Awhile back, our marketing team spent a lot of time rebranding our website, presentation templates, letterhead, and more. As part of this exercise, we also wanted to make sure everyone in our company had a consistent email signature. Easy right? Not so much. We asked everyone to update their signature but still found that email...