The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
The DOL Fiduciary Rule is on its way!
Reading time: 2 minutes
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 investors,” implemented a new ruling that ensures...
Financial Services
Using Your CRM to Maximize Your Relationships
Reading time: < 1 minute
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 their customers. Leading banks are using Salesforce to deepen relationships with existing customers as well...
Help & Training
Salesforce Pardot or Marketing Cloud … How do I pick?
Reading time: 4 minutes
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 ladies opinion. I’ll...
Help & Training
Tips on How to Prepare for the Marketing Cloud Email Specialist Exam
Reading time: 3 minutes
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 combining those materials with...
Salesforce Platform
Salesforce DX & Lightning API
Reading time: 2 minutes
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 extend the platform to other frameworks. Previously,...
A Day in the Life
A Day In The Life: Julia Squiers
Reading time: 5 minutes
Who: Julia Squiers Position: Business Analyst Start Date: Originally, I started in February 2015 as a Marketing Intern, then participated in the Silverline Academy in the summer of 2015 and started as a Business Analyst in July 2015. Fun fact: I have flown a plane. For my 21st birthday, I got a class bundle to...
Silverline Cares
Silverliners Build Crazy Carz for Kidz
Reading time: 2 minutes
Silverline came together to construct customized high-end, remote controlled (RC) racecars which were donated to NYU Langone Medical Center. Silverline employees worked with Impact 4 Good, a company that focuses on team building programs that give back to communities. The activity began with a facilitator explaining that teams must compete in an interactive, tablet-based trivia...
Tools
Planning Your Data Governance Strategy
Reading time: 5 minutes
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...
Silverline Cares
Silverline is Gearing Up for New Orleans Entrepreneur Week!
Reading time: 2 minutes
Silverline is gearing up for another exciting week in Louisiana at the New Orleans Entrepreneur Week. This will be our seventh consecutive year sending a volunteer team of consultants and technology experts. Last year, the conference hosted over 13,000+ entrepreneurs and 185 organizations. NOEW is a nationally-recognized festival of entrepreneurship that celebrates and supports the...
Healthcare
HIMSS: Silverline extends the Power of Health Cloud with Patient Contact Center
Reading time: 2 minutes
From February 19-23, I went with one of our Healthcare Practice Directors, Jim Rogers and our Vice President of Solutions and Products, along with Salesforce to Florida for HIMSS, the annual conference that brings together health IT professionals, clinicians, and executives from around the world. While we were there, I spoke at the Salesforce booth...