How We Built an Agentforce SDR Agent
When we began evaluating the future of our website engagement strategy, we faced a familiar challenge. Our existing chatbot solution was going to have a significant price hike at...
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Lightning Integrate Increasing Data Sources with Lightning Connect
In this world of increasing data sources; business users, managers, and executives want many data points from disparate data sources at their fingertips. This allows them to make smart, data-driven decisions. After many years of collecting data, companies end up with countless systems such as CRM,...
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Healthcare & Life Sciences Healthcare DSRIP Programs: Being Successful with Technology
The other day I had the opportunity to join, and present, at the Salesforce office for a Developer day focused on the New York State DSRIP initiative given our current work with DSRIP clients. For those that are not aware, NY State, like 10+ States across the country are focusing their efforts on...
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Lightning What is Salesforce Lightning Connect?
Salesforce Lightning Connect allows you to setup an external object (which is like an actual object in Salesforce, but is ReadOnly and cannot be used in reports, among other limitations) but the data is not stored in Salesforce. Instead, when a user views a list, related list, or detail page of...
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Help & Training Top 5 Features of the Salesforce Winter ’16 Release
September is here and with it the Salesforce Winter ‘16 Release. Here is a countdown of the top 5 favorite features: 5. The Sales Wave App Brings the Power of Wave to Sales Cloud Data (Generally Available) The Sales Wave App allows administrators to build Wave Charts and Dashboards using Sales...
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Help & Training Salesforce Hack: How-to Add More Fields to Related Lists
Let me start by saying that this hack is not mine. Somewhere along the way I was provided with this solution when a client asked to have more than 10 fields in a Related List. Unfortunately I can not remember who exactly provided this solution so I cannot give credit where credit is due however...
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Financial Services Are You a Banker Heading to Dreamforce? Don’t Miss Out on these Sessions!
Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where...
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Healthcare & Life Sciences Silverline Q&A: The New Salesforce Health Cloud
Silverline’s CEO, Gireesh Sonnad, speaks with our Healthcare Practice Director, Matt Gretczko, to get his thoughts about Salesforce Health Cloud; its first industry product built specifically for Healthcare. Gireesh: Salesforce announced a new Health “Cloud” – how does this differ from other...
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Healthcare & Life Sciences Leverage Salesforce to drive customer engagement and accelerate sales of Medical Devices
Managing and growing sales across multiple channels, geographies, and product offerings is a challenge. It’s even harder as Medical Device companies seek to find creative ways to improve their service offerings to both partners and customers, enhance their sales team effectiveness, and at the same...
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Events SILVERLINE ANNOUNCES Co-Sponsorship of BAI Retail Delivery Conference
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!...
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Financial Services HOW TO GET THE MOST OUT OF DREAMFORCE 2015 FOR FINANCIAL SERVICES
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...
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Help & Training How-to Migrate Salesforce Attachments
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...
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Financial Services How to Build an All Star CRM Project Team
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...
