Blog

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.

Sabra Rathbun  /  Salesforce,  Free Downloads  /  May 18th, 2022

Salesforce Summer '22 Release Highlights

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.

Sabra Rathbun  /  Salesforce,  News  /  April 28th, 2022

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

Salesforce Summer '22 Release Dates & Preview Information

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.

Maria Thompson  /  Salesforce  /  March 16th, 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 Authentication with Salesforce

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.

Michael Westendorf  /  Claris FileMaker,  Salesforce  /  February 4th, 2022

DB Services Achieves Salesforce Ridge Consulting Partner

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!

Maria Thompson  /  Salesforce,  News  /  January 31st, 2022

Salesforce Spring '22 Release Highlights

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.

Joshua Pereira  /  Salesforce  /  January 12th, 2022

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

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 Guide

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 Guide

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 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

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 Thompson  /  Salesforce  /  April 13th, 2021

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