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!
FileMaker PandaDoc Integration
Sometimes you need to send a document to be signed virtually. Integrating PandaDoc with your FileMaker solution makes this an easy task. PandaDoc has a robust API that allows you to create, send, and receive documents digitally using the functionality of your FileMaker system to manage the process. This guide will show you how you can begin sending documents. Includes a video and sample file.
Marketing Cloud Connect: View Full Resolution Emails in Sales or Service Cloud
Thumbnails don't always cut it. Sometimes you need the full resolution Marketing Cloud email in Sales or Service Cloud to see what was sent to your contacts. In this article, we explore the process used to accomplish this goal in part four of our Marketing Cloud Connect series. Includes a video and sample file.
FileMaker Slack Integration
With a simple and robust API, Slack is quickly integrated into custom apps of all types, and FileMaker is no exception! Our guide will show you how to send messages to your Slack workspace from FileMaker workflows. Includes a video and a sample file.
FileMaker Sage Intacct Integration
Double data entry is often the enemy of companies that use both FileMaker and Sage Intacct. In this article, we will demonstrate how you can eliminate the hassle of manually copying the information by integrating your FileMaker solution with Sage Intacct. Includes video and sample file.
FM Draw Add-On
Drawing on images in FileMaker has never been easier thanks to FileMaker's add-on feature. In just a few simple clicks, you can implement our FM Draw add-on into your solution. Includes a video and a sample file.
Marketing Cloud Connect: Subscriber Key Migration
When you decide to implement Marketing Cloud Connect in your organization, one of the first considerations will be how to handle Subscriber Keys from Sales or Service Cloud. Explore the process used to accomplish this goal in article two of our Marketing Cloud Connect series. Includes a video and sample file.
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FileMaker Amazon Textract Integration
Provides a simple demonstration on how to integrate your FileMaker database with Amazon Textract to turn paper or scanned documents into useful digital data. Includes a video and sample file.
FM Quickstart 19
FM Quickstart, the premier free CRM app for FileMaker, has been updated for FileMaker 19. Several new features and modules have been added including Task Lists, Calendar, and more. FM Quickstart Implementation Plans have also been added to our services offered in order to assist with setup and customization of FM Quickstart. Includes video and a sample file.
Claris Connect Approvals
Claris Connect is unique in its Approvals offering. This lets you process approval requests by email, then trigger additional follow up actions from Claris Connect. Here we take a closer look at the Approval features, how easy it is to set up one-click approvals for your business, and show a demo triggering approval requests from FileMaker.
