Salesforce tips, techniques, and news.


Salesforce Winter '22 Release Highlights

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.
Joshua Pereira  /  Salesforce  /  October 4th, 2021

Salesforce Service Cloud Implementation

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.
Joshua Pereira  /  Salesforce  /  August 26th, 2021

Salesforce Sales Cloud Implementation

There are many things to take into consideration when developing and deploying a Salesforce Sales Cloud implementation that will take your business to the next level. In this article, we go over all of the basic information you’ll need to know to get a jump start on your Salesforce journey and get you set up on the right path to success with Salesforce.
Kevin Boehle  /  Salesforce  /  July 28th, 2021

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.
Nathan Kiefer  /  SalesforceFree Downloads  /  June 18th, 2021

Salesforce Summer ’21 Release Highlights

It’s time for Salesforce’s Summer ’21 Release! Salesforce has once again built a bunch of new features and improvements, such as the new Einstein Search enhancements and public cloud's Intelligent Document Automation, to ensure we have the tools to customize our Salesforce products to fit our needs.
Kevin Boehle  /  Salesforce  /  June 4th, 2021

MuleSoft Composer for Salesforce

MuleSoft Composer for Salesforce is the fastest and easiest way for non-developers to connect third-party applications and data to Salesforce using clicks, not code. No more waiting for developer resources for urgent, high-priority projects; MuleSoft Composer empowers you to build and integrate quickly, without ever leaving Salesforce.
Maria Mark  /  Salesforce  /  April 13th, 2021

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.
Nathan Kiefer  /  SalesforceFree Downloads  /  March 2nd, 2021

Salesforce Spring '21 Release Highlights

From the all-new MuleSoft Composer to a variety of exciting updates to Salesforce Flows, Salesforce’s new release is packed with great additions! Check out some of these new improvements with Salesforce’s Spring ’21 Release.
Kevin Boehle  /  Salesforce  /  February 3rd, 2021

Marketing Cloud Connect: Syncing Data Back to Sales and Service Cloud

In this article, we review how to expand the capabilities of Salesforce Marketing Cloud Connect to automatically sync any data from Marketing Cloud over to Sales and Service Cloud. Includes a video and sample file.
Nathan Kiefer  /  Salesforce  /  January 25th, 2021

Salesforce Winter '21 Release Highlights

From dynamic and easily modifiable page layouts to Einstein Discovery templates that help you understand your data with just a couple clicks, Salesforce’s new release is packed with great additions! Check out some of these new improvements with Salesforce’s Winter ’21 Release.
Kevin Boehle  /  Salesforce  /  December 4th, 2020

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.
Nathan Kiefer  /  SalesforceFree Downloads  /  November 6th, 2020

Marketing Cloud Connect

Explore the key benefits of Marketing Cloud Connect and join us in this article series surveying the power, flexibility and personalization that can be achieved by connecting Sales and Service Cloud with Marketing Cloud. Includes a video.
Nathan Kiefer  /  Salesforce  /  September 9th, 2020

FileMaker Salesforce Marketing Cloud Integration

With Salesforce Marketing Cloud's SOAP API and automation tools, you can automatically import email engagement statistics into your FileMaker application and link them to customers and prospects. Learn how to integrate your FileMaker application with Salesforce Marketing Cloud to automatically import email campaign statistics. Includes a video and sample file.
Aaron Kaiser  /  Free DownloadsSalesforceFileMaker  /  August 9th, 2019

Integrating FileMaker and Salesforce using Zapier

With the power of Zapier, different applications can be integrated into your FileMaker solution and overall business with ease. The great potential of integrating various platforms and automating the many tasks within them with Zapier can greatly increase productivity and enormously speed up company wide workflows.
Ian Haas  /  Free DownloadsSalesforceFileMaker  /  September 14th, 2016

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"We were actually able to add more features than we thought would be possible within our budget. We always experienced a ‘can do’ attitude and DB Services was incredibly patient and easy to work with."
Courtney Hartman
Art Director
"The new FileMaker custom website interface is very user-friendly and easy to follow for our clients. In addition, it is much faster than the old Instant Web Publishing (IWP) interface. Thank you and all the others who have helped us out at DB Services. I am very grateful for the excellent service you provide us. Its nice to know we can call you for help if we have an issue."
Wayne Capek
"We needed a solution that would simplify the administration of our responsibilities under our contract with the State of Indiana. We have seen a dramatic increase across the state in the number of potential foster and adoptive parents that have begun the preparation and training process. This increase has resulted in a significant opportunity for children available for adoption. That’s a big win for everyone! And it’s all because we can refer potential parents to the proper state contacts efficiently and quickly."
Chris Morrison
Executive Director
"Thank you for all of your expertise and valuable help. I am so grateful to have found DB Services."
Linda Findlay
"Thank you for our new database system. We transitioned from a carbon copy paper based system to a digital database. The software has saved us time and money. We used to archive all our jobs in cabinets, now we can look up a job in seconds from anywhere. The software allows us to easily email estimates to our customers in pdf format. In a year there was a return on investment just from eliminating the purchasing of our carbon forms."
Todd Cartmel
"The new system allows us to create and track jobs for customers along with inventory, something we had been doing with separate word and spreadsheet files. Because it’s now so intuitive, new staff members are able to begin using the database immediately without our usual training session and ‘cheat sheets’ for getting around within the file."
Tom Andrews