The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
SILVERLINE ANNOUNCES Co-Sponsorship of BAI Retail Delivery Conference
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Silverline is proud to announce that we’re a co-sponsor of BAI Retail Delivery Conference with Salesforce. The conference is being held this year in Las Vegas, October 12th to the 15th. Join us at the premier global trade show for retail banking innovation, thought leadership and solutions! You’ll get inspired, gain insights, touch new technology...
Financial Services
HOW TO GET THE MOST OUT OF DREAMFORCE 2015 FOR FINANCIAL SERVICES
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Dreamforce is quickly approaching, and the Agenda Builder is live! It’s time to get ready for four days of innovation, fun, and giving back. To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out of Dreamforce. From sessions and speakers...
Tools
Create Robust Salesforce Calendars with CalendarAnything
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CalendarAnything is the #1 calendar app on the AppExchange. It allows users to create robust Salesforce calendars from any standard or custom Salesforce object. CalendarAnything’s customizable design makes it a great fit for a variety of uses cases. The app’s intuitive approach to viewing date-oriented information increases user efficiency. It eliminates the need for external...
Help & Training
How-to Migrate Salesforce Attachments
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Silverline is always ready to take on Salesforce projects that have never been done before. On a daily basis our team is challenged to solve customer problems that have never been solved before. It’s one of my favorite things about working at Silverline. Silverline recently had a client that wanted to migrate their Salesforce Attachments...
Financial Services
How to Build an All Star CRM Project Team
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On the surface, drafting a project team appears to be a fairly basic task, but ultimately, the team that you bring to the table will determine the fate of your CRM project (or any project for that matter). One could make a comparison to building a championship baseball team. The gut reaction for a senior...
Around the Office
Around the Office: Union Square Greenmarket
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A prime office location makes for happy employees. Here at Silverline we are fortunate enough to have our office in the heart of NYC’s Union Square. It’s not just a convenient location for our employees; we have the Union Square Greenmarket right outside our door! This busy market has a plethora of seasonal options such as: just-picked fresh fruits...