The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 2 minutes
Trailhead is an amazing tool to learn about the Salesforce platform (and more) and to increase user adoption. In Summer ‘18, you will be able to display Trailhead badges on user profiles (and more) without having to implement any additional packages. This means you will be able to share and view your team’s accomplishments right...
Reading time: 2 minutes
For any organization on the Salesforce platform, Chatter is a core part of the daily workflow. In the Summer ‘18 Salesforce release, there are some exciting new enhancements coming that will make Chatter an even stronger platform for record collaboration and historical communication. We all know that you can tag your co-workers and groups from...
Reading time: 2 minutes
Technological innovation is transforming our lives: how we communicate, shop, bank, make payments, and much more. Over the past few years, the mortgage industry has had to transform as well. Silverline has been partnering with our Mortgage clients to help leverage Salesforce to focus on improving the interactions between various players and optimizing internal processes....
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Did you know CalendarAnything works in Salesforce Communities? This is a great way to allocate resources between employees, customers, and partners because CalendarAnything allows you to see any of your Salesforce records on an actionable calendar through a date/time field. One of our clients, a wedding photography company, is doing exactly that! Its portfolio of...
Reading time: 3 minutes
Business leaders are becoming increasingly aware that they must embrace digital transformation to remain competitive. This can mean a number of things depending on the organizational maturity and marketplace. One thing it always includes is the idea of leveraging cloud technology to become more customer-centric. Cloud-based CRM has emerged as the platform of choice for...
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Staying on top of Salesforce’s three releases each year can be a big task if you don’t have a proper strategy in place. Are you an admin on a Salesforce team or a solo-admin for your company? The smaller your team, the more daunting these releases may seem. Take advantage of these best practices to...
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During the first week of March, the Silverline team came together and escaped the cold (some literally from the Nor’easter that hit) for our annual Summit which took place in Phoenix, Arizona. The days were filled with meetings, sessions, and lots of learning and brainstorming for the year. Plenty of us also had the opportunity...
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To highlight our new partnership, Silverline, a Pro Select Partner in the Ellie Mae Pro consulting partner program, will be an exhibitor at the 2018 Ellie Mae Experience. Beginning March 19th in Las Vegas, the conference is the exclusive platform for mortgage companies and professionals who use Ellie Mae technology, including the Encompass Lending Platform...
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As a business, Silverline has its own Salesforce instance just like our clients. We constantly strive to improve and innovate to stay one step ahead and solve challenges internally. We recently did an overhaul of our resource capacity process utilizing Wave Dashboards. Check out our story below: Challenge A request was made by our executive...
Reading time: 4 minutes
Industry disruption has been a big topic over the past few years, and people are very quick to point out the success stories… Uber is one of the most commonly used, and there are many others – we’ve all become familiar with the tales. What people frequently forget is that for an industry to be...