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

May the Force be with you: How to Successfully Rollout Salesforce

Client News

As any seasoned consultant may tell you, the technical portion of introducing a new application such as Salesforce is often not the highest barrier to entry in an organization. Far more challenging, oftentimes, is finding a meaningful place for that solution in the client’s culture and the day-to-day functions of individual users. In today’s market businesses need to see quick and predictable return on investment in order to gauge a project’s success, but how can…
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The Pros and Cons of SSO with Salesforce Identity Connect

Help & Training

What is Salesforce Identity Connect? Salesforce Identity Connect is an Identity Provider that allows businesses to connect their Active Directory network with Salesforce. Once installed, Salesforce users and Active Directory users can be synchronized, and steps can be taken to simplify or eliminate the Salesforce login process without compromising security. Pro: User Administration in Salesforce Reduced or Eliminated Once Identity Connect is setup you can create a user in Active Directory and assign it to…
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Around the Office: Take your Child to Work Day 2015

Around the Office

We wholeheartedly agree with JFK when he said, “Children are the world’s most valuable resource and its best hope for the future.” That’s why we decided to celebrate our very first take your child to work day. The day is a nation-wide event organized by the Take our Sons and Daughters to Work Foundation. Both parents and mentors are encouraged to participate. The foundation encourages children to be innovative, practice an array of skills, and learn the value…
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Gain Valuable Insights with Salesforce Wave and the Usage Metrics Pilot

Analytics Cloud

The usage metrics pilot announced by Salesforce in April of 2014 is a fire hose of data about the usage of the app in question. In our experience, the addition of Salesforce Wave to the mix greatly increases the utility of the data. The Wave analytics platform allows you to quickly analyze large datasets to glean incisive insights. We decided to use our popular app, CalendarAnything, to test usage metrics and Wave. Usage metrics for CalendarAnything make…
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Silverline Supports Startups in New Orleans at NOEW 2015

Events

When you think of New Orleans, beads, masks and Bourbon Street come to mind. But, during the last week of March this year, it was all about entrepreneurs. New Orleans Entrepreneur Week (NOEW) is the annual business festival, produced by the Idea Village, down in the Big Easy. NOEW celebrates entrepreneurs, innovative thinking and the culture of New Orleans. This year I had the incredible opportunity of attending with the Silverline team. NOEW was a record-breaker…
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Supercharge Your Data Management With These Handy Salesforce Admin Tools

Guest Post

We asked our team for some of their favorite tools that system admins can use to make their lives easier. Many of them are also free! How many of these do you use? Data Quality Dataloader.io: Easily import, export, and delete data in Salesforce. Schedule imports, auto-map and more… what’s not to love? There are also paid levels, so note that there are certain limitations on the free version, including task and import constraints. DemandTools:…
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Around the Office: Silverline Summit 2015

Around the Office

Once a year Silverliners from all over the country gather for an event we call the Silverline Summit. This year, we held our 4th annual summit at our NYC headquarters. The event was an opportunity to pause and reflect on lessons learned from 2014, celebrate our successes and align as a company on our goals for the coming year. Over the course of two days we covered a lot of great content and heard presentations from across the…
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8 Tips for New Salesforce Consultants

Help & Training

Have you ever felt like you’re flailing out in space with nothing to ground you? When I first entered the world of consulting, I felt this way. Luckily, I had a great team of mentors at Silverline who have helped me develop into a strong consultant. Now, I’m happy to share the knowledge in a new series of blog posts composed by me and my fellow Silverline Academy graduates. Consider these posts a “Guide to the Galaxy for New…
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Introducing the Next-Generation Solution for Meeting Notes in Salesforce

Events

Feeling limited by native Salesforce activities? You’re not alone! So many of our Investment Banking clients have emphasized how important it is to track their relationships by taking good meeting notes – and how hard it is to do so in Salesforce. Silverline has built a Meeting Notes solution that overcomes these native Salesforce limitations and allows bankers to enter critical information about their calls and meetings from their desktop, phone, or tablet. Join us…
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Silverline Achieves Salesforce Platinum Consulting Partner Level

Press Release

NEW YORK, NY–(March 12, 2015) – Silverline has been named one of only a few Salesforce Platinum Consulting Partners in the United States. The Salesforce Cloud Alliance Program tiers partners according to strict criteria such as the number of certified specialists, sales performance, and customer satisfaction. “Silverline is honored to be in the top Platinum Tier of consulting partners for Salesforce,” said Gireesh Sonnad, Partner and Co-Founder, Silverline. “Salesforce has raised the bar for their…
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