Business Days in Salesforce CRM Analytics (Tableau CRM)
It's common for businesses to want to take business days into account when showing data on a dashboard in CRM Analytics (formerly Tableau CRM) to compare those figures to the last year's same period. The problem is that CRM Analytics does not have a native set of functions to calculate business days; however, Sales Cloud does. We demo how to utilize Sales Cloud's business hours object and some custom Apex to generate business days to sync to Analytics for dashboard queries. Includes a video and sample file.
FileMaker UPS Integration
UPS not only delivers your packages with quality, but they also offer an API to streamline any shipping needs that you may have for your company or application. With their API integrated into your FileMaker software, you can validate addresses, check shipping costs, compare delivery services and rates, print labels, track packages, and much more in one consolidated package. Includes a video and sample file.
FileMaker Screen Pop with Twilio
Twilio is a leading cloud communications platform that works well for both reaching out to customers and receiving communications. Learn how to integrate Twilio with FileMaker using webhooks and a few lines of code to notify you via a screen pop when you receive an incoming call from Twilio. Includes a video and sample file.
Salesforce CPQ: Fixing Percent of Total Calculations for Amended Quotes
Salesforce users looking to enhance their product-quoting processes can take advantage of Salesforce Configure, Price, Quote Software, or CPQ. Some features require the use of custom JavaScript plugins to meet the needs of your company. We demo how CPQ users can add features like Percent of Total Calculations on Amended Quotes. Includes video and sample file.
Fillable PDFs for Salesforce Field Service
The ability to generate fillable PDFs for Salesforce Field Service can be a powerful tool. We demonstrate how to use PDFLib, a JavaScript library that can be used to create and modify PDF documents and fill forms. Includes sample file and video.
FileMaker ShipStation Integration
Companies that use both FileMaker and ShipStation often find themselves transferring data back and forth between systems. In this article, we will demonstrate how you can eliminate the hassle of manually creating or updating your order by integrating your FileMaker solution with ShipStation. Includes a video and sample file.
FileMaker ActiveCampaign Integration
ActiveCampaign is a popular automation platform that lets you easily standardize your workflows, boasting dozens of ways it can prove useful to almost any business. We show you how to integrate ActiveCampaign with FileMaker to automate your workflows. Includes a video and sample file.
FileMaker Google Maps Polygon Integration
Google offers a plethora of APIs to integrate different Maps features in custom solutions, including polygons. In this article, we will demonstrate how to display important geographic information in your FileMaker solution using the Google Maps JavaScript API polygons feature. Includes a video and sample file.
FileMaker Mailchimp Integration
Companies that use both FileMaker and Mailchimp often find themselves doing double data entry from one system to the next. In this article, we will demonstrate how you can eliminate the hassle of manually updating your email lists by integrating your FileMaker solution with Mailchimp. Includes a video and sample file.
Salesforce Implementation Checklist: 9 Steps to Success
Salesforce is a great platform to fulfill your business needs and extract the greatest value from your data and processes. But an out-of-the-box implementation will rarely serve all of your unique requirements. A well-planned Salesforce implementation will get you and your users started using a platform that is tailored to your business, and this checklist can help lead you down the path to success.
FileMaker Google Drive Integration
With easy and secure access to content, it's easy to see why Google Drive is a top choice for over a billion people worldwide for file and content sharing and collaboration. We demo how to seamlessly share files across FileMaker and Google Drive with our step-by-step integration. Includes tutorial video and demo file.
Linux FileMaker Server for Ubuntu
As Claris FileMaker continues to expand and update its product line, Linux compatibility was a welcomed change. This guide will outline how to install FileMaker Server on a machine running Ubuntu. Includes video and demo file.
FM Quickstart 22
FM Quickstart, the premier free ERP app for FileMaker, has been updated for the latest version of FileMaker. Several new features have been added including Leads and Opportunities modules, QuickBooks Online Integration, iPhone functionality, and more. Includes demo videos.
Saving Journey History in Marketing Cloud
Marketing Cloud's ability to set your contacts on a marketing journey that you can track over a 30-day period is a powerful marketing tool. But some organizations find they need more than 30 days of journey history data. We explore how to leverage Marketing Cloud REST API and its automations to save all the journey history data for your organization. Includes a video and sample file.
FileMaker® Formstack Integration
Formstack takes your FileMaker® data collection to the next level! Formstack can automate document creation, collect secure signatures, and drive your data collection with astonishingly customizable forms. Our integration guide includes a video and sample files to get you started!