27 min

Episode 14: Spring ’23 Release Special (Feat. Gina Rotenberg‪)‬ Transcending CRM Podcast

    • Technology

This week, we've brewed some herbal tea and cleared our schedules to read aloud all 595 pages of the Salesforce Spring ’23 Release. Sike! We're absolutely not doing that—instead, we're joined by Silverline’s Gina Rotenberg, Salesforce Principal Consultant and Certified Application Architect, to break down the most significant changes and optional settings in less than half an hour. More personalized report filters, quick-access collections, what's replacing the soon-to-be 86'd permissions on profiles — we break down what you need to know.



Gina Rotenberg is a Principal Consultant at Silverline with 13 years of experience leading technology transformation in Financial Services. For the past seven years, she has designed and delivered solutions on the Salesforce platform, including Financial Services Cloud implementations. Gina formerly served as the VP, Strategic Initiatives at Firestone Financial, LLC, where she led multiple strategic transformation initiatives and served as the company’s Salesforce product owner and solution architect.



Elliott Spence is a Principal Consultant at Silverline with eight years of experience designing and implementing Salesforce Solutions. Prior to Silverline, Elliott was a Senior Digital Product manager with First Financial Bank, where he grew the Salesforce practice to over 1,600 users and led the Salesforce implementations to Marketing, Customer Service, Retail Bank, and Mortgage.



JP Owens is the Managing Director of Banking and Lending at Silverline. JP partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.

This week, we've brewed some herbal tea and cleared our schedules to read aloud all 595 pages of the Salesforce Spring ’23 Release. Sike! We're absolutely not doing that—instead, we're joined by Silverline’s Gina Rotenberg, Salesforce Principal Consultant and Certified Application Architect, to break down the most significant changes and optional settings in less than half an hour. More personalized report filters, quick-access collections, what's replacing the soon-to-be 86'd permissions on profiles — we break down what you need to know.



Gina Rotenberg is a Principal Consultant at Silverline with 13 years of experience leading technology transformation in Financial Services. For the past seven years, she has designed and delivered solutions on the Salesforce platform, including Financial Services Cloud implementations. Gina formerly served as the VP, Strategic Initiatives at Firestone Financial, LLC, where she led multiple strategic transformation initiatives and served as the company’s Salesforce product owner and solution architect.



Elliott Spence is a Principal Consultant at Silverline with eight years of experience designing and implementing Salesforce Solutions. Prior to Silverline, Elliott was a Senior Digital Product manager with First Financial Bank, where he grew the Salesforce practice to over 1,600 users and led the Salesforce implementations to Marketing, Customer Service, Retail Bank, and Mortgage.



JP Owens is the Managing Director of Banking and Lending at Silverline. JP partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.

27 min

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