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

FileMaker UPS Integration

UPS not only delivers your packages with quality, but they also offer an API to streamline any shipping needs that you may have for your company or application. With their API integrated into your FileMaker software, you can validate addresses, check shipping costs, compare delivery services and rates, print labels, track packages, and much more in one consolidated package. Includes a video and sample file.

Sean Dwyer  /  Free Downloads,  Claris FileMaker  /  May 10th, 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

Claris Studio Preview

Exciting new changes are on the horizon for Claris! Claris shared their company's focus for the future with some exciting announcements, including Claris Studio, plans to make Claris more available, and their new Problems Solvers Circle program. We discuss some of the updates that we are most looking forward to.

Maria Thompson  /  News,  Claris FileMaker  /  April 28th, 2022

FileMaker Screen Pop with Twilio

Twilio is a leading cloud communications platform that works well for both reaching out to customers and receiving communications. Learn how to integrate Twilio with FileMaker using webhooks and a few lines of code to notify you via a screen pop when you receive an incoming call from Twilio. Includes a video and sample file.

Michael Maness  /  Free Downloads,  Claris FileMaker  /  April 7th, 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

Surveys for Success: GlobalGiving

The Surveys for Success program by DB Services will provide donations to GlobalGiving for every survey received during Q2 of 2022. GlobalGiving is currently collecting donations for their Ukraine Crisis Relief Fund to provide support on the ground in Ukraine.

Leah Bass  /  News  /  March 25th, 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 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 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

DB Services Awarded GSA Schedule Contract

The U.S. General Services Administration (GSA) has awarded DB Services a schedule contract for Information Technology Professional Services and Software Licenses. As an awardee, DB Services offers its consulting and development services along with software licenses to federal, state, and local government agencies, allowing them quick and easy access to Claris FileMaker Software and Developer Services.

Maria Thompson  /  News  /  January 26th, 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

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