The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 4 minutes
Lightning Web Components are great for breaking down layouts and interfaces into small, reusable pieces. Still, there are situations where you may want to reuse code throughout your components: validations, string adjustments, etc. It doesn’t make sense to write the same code in multiple places – instead, we can move that code into reusable utility...
Reading time: 3 minutes
Financial services firms today have access to mountains of data, from loan origination information to balances and market information — and it all can live in Salesforce. But access is only the first step to making use of that data, and empowering your teams to make active decisions on key accounts. That’s where Tableau CRM...
Reading time: 4 minutes
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the application is super important for the success of your organization. So, where to get started with such a complex platform?...
Reading time: 4 minutes
Many of the firms we work with saw 2020 as a year of reckoning for their marketing strategies. Disruption from COVID forced M&A and corporate access professionals to rethink their approach. What are the risks, and where are the major opportunities to holding events online and launching digital marketing strategies? Can information be securely shared...
Reading time: 4 minutes
The foundation of any great customer experience? Data. Salesforce has always been a best-in-class CRM, with industry-specific solutions like Health Cloud and Financial Services Cloud. But one of their biggest value propositions is bringing more data to more people in an organization. As Salesforce continues to expand, it can be challenging to keep up with...
Reading time: 4 minutes
Exciting news: Salesforce just announced new updates to Financial Services Cloud. Our industry leads spent a great (virtual) day at the Salesforce Industries Summit working with leaders revolutionizing their companies in an all-digital, work-from-anywhere world. I caught up with our industry leads from investment banking, insurance, banking and lending, and wealth management to understand what Salesforce’s...
Reading time: 6 minutes
What made the difference between success and failure in the last year? 2020 changed everything. Finance was no different. Dealmaking in 2020 split into two parts: the first half cratered at $971bn, with a 6.6% year-on-year decline by value while deal count was down 15.5%. Contrast that with the second half of the year, with...
Reading time: 4 minutes
Historically, loan origination workflow was paper focused and labor intensive. Measuring the efficiency and quality of work was difficult to achieve. The height of piles or folders on desks helped you know whether or not your employees were overwhelmed or had capacity. It was seemingly impossible to understand where bottlenecks existed in the system and...
Reading time: 2 minutes
Silverline, creator of the #1 Salesforce calendar app, CalendarAnything, today announced a launch of CalendarAnything 3.0 for Salesforce on the AppExchange, bringing the app into the Lightning era as a Lightning Web Component. This updated, modern experience empowers teams from around the globe to collaborate more efficiently and easily. View your business at a high...
Reading time: 3 minutes
We are undergoing the most extensive and complex distribution campaigns in modern history: the COVID-19 vaccination rollout. Something so complicated will undoubtedly bring challenges. With timing and accuracy of the utmost importance, an efficient vaccine management solution is required. That solution? Vaccine Cloud from Salesforce. What is Vaccine Cloud? Introduced in early 2021, this global...