Blog

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.

Matt Clark  /  Salesforce,  Free Downloads  /  March 31st, 2022

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.

Sabra Rathbun  /  Salesforce,  Free Downloads  /  March 1st, 2022

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.

Mariia Pashynska  /  Free Downloads,  Claris FileMaker  /  February 18th, 2022

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.

Andrew Bosworth  /  Free Downloads,  Claris FileMaker  /  February 9th, 2022

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.

Sam Gallagher  /  Free Downloads,  Claris FileMaker  /  December 29th, 2021

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.

Kiyan Allaei  /  Free Downloads,  Claris FileMaker  /  December 21st, 2021

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.

Joshua Pereira  /  Salesforce,  Free Downloads  /  November 5th, 2021

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.

Kevin Dunajski  /  Free Downloads,  Claris FileMaker  /  November 1st, 2021

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.

Patrick Evans  /  Free Downloads,  Claris FileMaker  /  September 17th, 2021

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.

Kiyan Allaei  /  Free Downloads,  Mobile,  Claris FileMaker  /  September 3rd, 2021

Saving Journey History in Salesforce Marketing Cloud

Salesforce 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.

Nathan Kiefer  /  Salesforce,  Free Downloads  /  June 18th, 2021

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!

Andy Bowerman  /  Free Downloads,  Claris FileMaker  /  June 1st, 2021

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.

Isaac Harris  /  Free Downloads,  Claris FileMaker  /  April 6th, 2021

Salesforce Marketing Cloud Connect: View Full Resolution Emails in Sales or Service Cloud

Thumbnails don't always cut it. Sometimes you need the full resolution Salesforce 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.

Nathan Kiefer  /  Salesforce,  Free Downloads  /  March 2nd, 2021

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.

Andy Bowerman  /  Free Downloads,  Claris FileMaker  /  February 16th, 2021

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