The Silverline Blog
Industry insights, Salesforce news, and more
Client Services
The Importance of Being … Focused
Reading time: 4 minutes
In 1895, Oscar Wilde’s play The Importance of Being Earnest, A Trivial Comedy for Serious People was first performed in London. The play is a satire that turned the traditional values of late Victorian London on their head. It was released at a time of changing social norms and customs and became his most famous...
Advisory
10 Keys to Successful Digital Transformation: Human Centered
Reading time: 4 minutes
In any digital transformation, there are three key elements present: the people, the business, and the technology. Companies in every industry are searching for ways to leverage the newest technologies and transform their businesses. However, far too often we see companies that let digital and technology get in the way of what matters most: the...
Advisory
10 Keys to Successful Digital Transformation: Data Obsessed
Reading time: 4 minutes
When we refer to data obsession, we’re referring to key data requirements relating to data quality, mastering of data, and change management centered around master data activities. The goal is to prepare your data to be moved, shared, consumed, and analyzed. This plan should include a strategy for accountability for managing data architecture, hygiene, and...
Help & Training
Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type
Reading time: 3 minutes
The Winter ‘19 release is right around the corner and brings with it new features and new things to prepare for. If you are a Financial Services Cloud user, there is a change introduced in Winter ‘19 that you should be aware of. Before Winter ‘19, there was a single Lead referral record type...
Client Services
Using Data to Grow Your Business: The Concentric Circle of CRM
Reading time: 3 minutes
Whether you’re already invested in a CRM like Salesforce or you’re interested in developing a new roadmap to success, a data plan is important in order to build a robust platform that accomplishes your goals and objectives and maximizes your investment. Over 17 years spanning hundreds of data projects; I’ve seen rushed analytical initiatives miss...
Client Services
Turn Your Data Strategy Into Your Most Valuable Asset
Reading time: < 1 minute
Don’t let the vicious cycle of data take you by storm. Your data is crucial to the effectiveness of your CRM platform. It’s important to take advantage of the information available to you to build a robust picture of your customer with internal, social, and behavioral data. Make your CRM data work hard and realize...
Provider
Patient Access on Health Cloud: Appointment Scheduling
Reading time: 2 minutes
Scheduling clinical appointments can be a tough challenge for hospitals, practices, and clinics. From multiple scheduling systems to the need for self-service options, healthcare organizations struggle to find the right mix of staffing, workflow, and service options to keep patients within their network and connect them with the services they need. Silverline’s Scheduling Accelerator can...
Advisory
10 Keys to Successful Digital Transformation: Value Focused
Reading time: 4 minutes
If a tree falls in the forest and no one is around to hear it fall, does it make a sound? If you measure your CRM program and analyze the results, will you be more successful? We say yes to both which is why Value Focused is one of Silverline’s 10 Keys to Successful Digital...
Client Services
Is Your CRM Data Working Hard Or Hardly Working?
Reading time: < 1 minute
We live in a digital world, and there is data absolutely everywhere. As a savvy Salesforce user, you’re probably capturing a ton of meaningful data. But, what data are you missing in order to build a complete picture of your customer? Capture as much data as you can to build that picture, but don’t become...
Help & Training
Object Agnostic Related List Component for Salesforce
Reading time: 4 minutes
At Silverline, my role is a Solution Architect/Senior Business Analyst and I specialize in declarative builds. A couple months back, I received a request to build a custom Visualforce related-lists component for Silverline’s internal org. Though custom related lists for the Salesforce Classic UI have always been a common ask, there was a twist: The...