The Salesforce AI Capabilities Reshaping Financial Services Interactions
Our key Financial Services takeaways from Dreamforce 2026, including Agentforce Operations and AI-powered FSC capabilities.
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Dreamforce Dreamforce 2017 Registration is open
In case you missed it yesterday, registration opened for Dreamforce 2017 November 6-9, 2017. Our team is really looking forward to the 2,700+ sessions to help every role in every industry succeed, the opportunity to get hands-on with the latest product innovations, and 170,000 Trailblazers to learn...
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Healthcare & Life Sciences Salesforce 2017 Connected Patient Report: Patient/Member Contact Center
Salesforce commissioned its 2017 Connected Patient Report survey to better understand how “Americans communicate with their healthcare providers, insurance payers, and pharmaceutical Firms” and get their thoughts on emerging technologies such as artificial intelligence. The survey was completed in...
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Client News CommunityAmerica Credit Union and Silverline Grow Member Insight
Silverline and CommunityAmerica Credit Union recently partnered to implement an enterprise-wide CRM geared towards credit union success. The solution has enabled CommunityAmerica Credit Union to increase visibility into its member relationship, become more collaborative, and streamline business...
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Media & Entertainment What is Einstein’s “Jeopardy” moment?
Besides the flying car, few science fiction staples are as long-overdue as Artificial Intelligence. While it’s been a couple years since we saw IBM’s Watson dominating on Jeopardy, AI seems conspicuously absent from our everyday lives, even if there’s a lot going on behind the scenes. With...
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Around the Office Motivation and Collaboration Through Team Wellness!
A work-life balance is extremely important to Silverliners and their overall well-being. At Silverline, when you are interested in helping your peers and starting an initiative to improve the wellness of the team, you are met with open arms. We are a collaborative group who looks out for one...
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Lightning Our Top 10 Lightning Features
We here at Silverline have been struck by Lightning. It’s all about the Salesforce Lightning Experience all day, every day! One of the most frequently asked questions we hear from our clients is “Which are the top Lightning Experience features we should roll out?” After dozens and...
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Financial Services The DOL Fiduciary Rule is on its way!
It’s official, the Department of Labor (DOL) will proceed with a June 9th implementation date for the fiduciary rule. With the date right around the corner, advisors may be concerned with how to comply. According to DOL.gov, DOL in supporting its mission to “protect, educate, and empower retirement...
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Media & Entertainment Salesforce Summer 2017 Release: Six things you’ll love (and one you won’t)
Salesforce recently published its Summer 2017 release notes, and at almost 600 pages long, it’s about the same length as the average Harry Potter book. You could read through it, but if you’re like most Salesforce users, only a few of the changes will impact your day-to-day workflow....
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Financial Services Using Your CRM to Maximize Your Relationships
Pam Hannett, Banking & Wealth Management Practice Director at Silverline, recently appeared on a BankOnPurpose webinar hosted by PrecisionLender to discuss Using Your CRM to Maximize Your Relationships. Check out the webinar today! Banks must take advantage of every opportunity to engage with...
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Help & Training Salesforce Pardot or Marketing Cloud … How do I pick?
I’ve been working with marketing automation tools for a little over 5-years and have had exposure to several tools, each with unique pros and cons. One question I am most often asked is “what is the difference between Marketing Cloud and Pardot?” I thought I would take some time and write-up one...
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Help & Training Tips on How to Prepare for the Marketing Cloud Email Specialist Exam
I have been working with Marketing Cloud (aka ExactTarget) for about 5 years and decided it was finally time to take my Marketing Cloud Email Specialist exam, but had no idea where to start. While Salesforce provides great materials for those who choose to take the exam, most people find that...
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Salesforce Platform Salesforce DX & Lightning API
Recently, Salesforce (SF) introduced two new features that will become part of a developer’s arsenal, SF DX & The Lightning API. While Salesforce’s main focus is to improve and create new features on the Salesforce platform itself, it also makes the effort to make custom development easier and...
