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

Tools Articles

The ROI on Clean Data… and the Right Data Management Solution

Partner Spotlight

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. Unfortunately, more often than not, Salesforce Orgs have data clutter, due to lack of planning during large-scale data migrations, not…
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It’s Time to Revisit These Salesforce Spring ‘19 Updates

Lightning

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

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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Understanding Salesforce Shield Platform Encryption

Help & Training

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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Quick Cybersecurity Tricks You Should Do Now

Help & Training

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 heard it before, but a strong password is the simplest and strongest tool you have to stay safe online. Think…
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Wave Dashboards to Forecast Resource Availability

Tools

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 team for more transparency into our capacity to deliver based on what we were forecasting for our projects. The team…
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How Sigstr’s Email Signature Platform is Helping Silverline Improve Communications

Tools

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 signatures were surprisingly inconsistent. Right around that time, we heard about Sigstr. Their platform provides central control over your company’s…
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Planning Your Data Governance Strategy

Help & Training

When we engage with new clients that are considering rolling out Salesforce for their users, we field tons of questions related to data. It’s one of the top concerns of users and executives alike – and it should be! It’s one of the most important aspects of planning for your implementation. When your users and management teams can rely on the quality and accuracy of data in Salesforce, it gives them the confidence they need to…
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3 Reasons to Improve Your Productivity With SalesforceIQ

Tools

Alleviate stress from your day-to-day business operations by letting SalesforceIQ do the work for you. It automatically manages the details of your customer and prospect interaction. SalesforceIQ collects the information automatically logged from emails, calendar, marketing automation systems, and many other data sources. SalesforceIQ comes in two solutions: Inbox for Salesforce and Small Business CRM. SalesforceIQ for Inbox is a simple integration for your existing Salesforce org. The Small Business CRM solution is a quick…
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How-to Use ReactJS and Redux in Salesforce

Help & Training

Silverline has seen an influx of projects where clients require a strong custom mobile presence. This has led us to start looking at new web technologies and programming languages to achieve this. One language that has stood out to our team is ReactJS. ReactJS is a language developed by Facebook that helps with creating and maintaining HTML views in JavaScript (The “V” in MVC as they describe it). This allows a more modular design while…
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