Salesforce

Do you need to collect leads from your Google Ads Lead Form extension and receive them directly in your Salesforce org? We demo how to create a custom webhook to capture those leads in Salesforce. Includes video.

The possibilities for building a custom field service implementation are nearly endless when considering all the offerings in Salesforce Field Service. This 8-step guide provides you with a comprehensive overview of how to effectively leverage the powerful management tools in Salesforce Field Service.

Cozy up by the fireplace with a nice blanket and a cup of hot cocoa; Salesforce's Winter '23 update is as cool as ice! With this release, Salesforce introduces many new and improved features that showcase a commitment to continuous growth and advancement as well as serve to refine their user experience. We discuss some of our favorite new features coming in Winter '23.

Although many of us are still enjoying the warm summer weather, it's time to start preparing for the Salesforce Winter '23 release that is quickly approaching. Let's talk about the important dates and preview information you'll need to know for this release.

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.

Lather on the sunscreen and pour a cold glass of lemonade; warm weather is here, which means it's time for Salesforce's Summer '22 update release! This release is chock-full of customization updates ready for you to use within your Salesforce organization. We discuss some of our favorite new features coming in Summer '22.

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.

Although many of us are just starting to see the first signs of spring, it's time to start preparing for the Salesforce Summer '22 release that is quickly approaching. Let's talk about the important dates and preview information you'll need to know for this release.

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 Server has been able to use Amazon, Google, and Microsoft as an identity provider for the last two versions. While a great addition to the platform, it did limit your choices for OAuth identity providers. We will show you how to deploy a custom OAuth authentication workflow utilizing Salesforce. Includes demo video.

We are proud to announce that DB Services has achieved Salesforce Ridge Consulting Partner through our dedication to the four pillars of the partner program: customer success, innovation, growth, and social impact. We have only scratched the surface of what we can accomplish with Salesforce and we look forward to what is in store for us in the remainder of 2022!

Here we are, standing at the beginning of a brand new year full of promise and opportunity, both for ourselves (failing resolutions notwithstanding) and our businesses. And in the spirit of the season, Salesforce is also looking toward the future with the release of its Spring 22 update! We highlight some of our favorite features in the new release.

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.

With fall now upon us, the weather is cooling, the leaves are changing, and the Salesforce Winter '22 Release is here! Chock-full of impressive new features and improvements, the Winter '22 Release gives users and developers many reasons to rejoice.

Salesforce Service Cloud offers a long list of powerful tools to help you realize the potential of your service team. With the endless opportunities for customization, you may be wondering, “Where do I begin?” This guide will provide you an overview of the information you will need to build a successful Service Cloud implementation.