Digital Transformation Blog

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

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

Getting Started with Claris FileMaker®

If you're new to FileMaker® and don't know where to start, you're in luck! We've been working with FileMaker since 2003 on hundreds of projects, and we want to share our expertise with beginners like you. This collection of resources will help you get started building custom FileMaker Apps today.

Maria Thompson  /  Claris FileMaker  /  April 30th, 2021

Surveys For Success: Global Spine Outreach

DB Services is continuing the Surveys for Success program by donating to Global Spine Outreach for every customer survey received. The Surveys for Success program chooses a non-profit organization each quarter, and for each survey received during this time, $25 is donated to the chosen organization. Global Spine Outreach provides spinal surgeries to underprivileged children around the world.

Leah Bass  /  News  /  April 22nd, 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

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

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

Salesforce Marketing Cloud Connect: Sync 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,  Free Downloads  /  January 25th, 2021

FileMaker Sage Intacct Integration

Double data entry is often the enemy of companies that use both FileMaker and Sage Intacct. In this article, we will demonstrate how you can eliminate the hassle of manually copying the information by integrating your FileMaker solution with Sage Intacct. Includes video and sample file.

Kiyan Allaei  /  Free Downloads,  Claris FileMaker  /  January 12th, 2021

Surveys for Success: Matthew 25: Ministries

DB Services is continuing the Surveys for Success program by donating to Matthew 25: Ministries for every survey received. The Surveys for Success program chooses a non-profit organization each quarter, and for each survey received during this time, $25 is donated to the chosen organization. Matthew 25: Ministries is a humanitarian aid and disaster relief organization with extensive experience in acquiring, processing, and responsibly distributing humanitarian aid and disaster relief to people in need.

Leah Bass  /  News  /  January 7th, 2021

Claris FileMaker 19.2 Overview

Claris' 19.2 release of the FileMaker platform is out! In this article we will discuss our favorite new features including upgrading Server 16+ straight to 19.2, Pro’s Big Sur compatibility updates, and a preview of creating apps directly in a browser!

Nina Avery  /  News,  Claris FileMaker  /  December 16th, 2020

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

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