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Financial Services Use Case for Apex Managed Sharing: Wealth Management
Sharing and record access can be a tricky concept in Salesforce, and with Apex Managed Sharing as an option, it becomes even more complex and options are nearly limitless. So when and why would a system admin or developer leverage this functionality? There are cases where the flexibility of the...
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Client News DealerTrack Success Story
Re-engineering business processes through automation. Established in 2001, Dealertrack and its web-based software solutions and services enhance efficiency and profitability for all major segments of the automotive retail industry, including dealers, lenders, OEMs, third-party retailers, agents,...
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Events Top 10 Summer ‘14 Features for Financial Services
Silverline was the proud host and sponsor of another great Financial Services Salesforce User Group. After some food, drinks, and networking (and a few technical difficulties as we learn how to use our A/V equipment in our new office) we heard from Cheryl Feldman, Business Systems Analyst at...
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Communities 6 Ways Salesforce Communities Will Transform Your Business
Clients now expect 24/7 access to important information in a secure, responsive, mobile-friendly online environment. To provide constant coverage, your firm doesn’t need an around the clock service team. There is a better way to provide client information and generate collaboration between...
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Healthcare & Life Sciences 7 Tips to Create an Awesome Wellness Program
As wellness becomes a more formal staple within the Healthcare landscape, and business environment, we are hearing from clients and participants of wellness programs about the components that would truly enhance their experience. Given our role as a cloud solution company, we then start thinking...
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Adviser Investments
Over a decade of working together Adviser Investments started working with Rich Resnick (President at Silverline) back in 2004, before Silverline was officially Silverline. That was just after Adviser Investments officially purchased Salesforce user licenses. Since then, not a business day has gone...
