Blog

Salesforce Financial Services Cloud Winter '24 Highlights

Winter is coming, and so is a new era of streamlined efficiency with Salesforce Winter ‘24’s new features for Financial Services Cloud! Let’s cozy up with a warm beverage and discuss some of our favorite updates coming in Winter ‘24.

Maria Thompson  /  Salesforce,  News  /  August 21st, 2023

Salesforce Nonprofit Cloud Winter '24 Highlights

With the new Salesforce Nonprofit Cloud, now built on and backed by the power of the Salesforce Platform, your organization can be more efficient and streamlined than ever. We discuss some of our favorite new features in the Salesforce Winter ‘24 release that are sure to warm your heart!

Maria Thompson  /  News,  Salesforce  /  August 18th, 2023

Salesforce Winter '24 Release Highlights

Salesforce is keeping us warm with new features in the Winter '24 update! Sit back and sip on some hot cocoa while enjoying innovations that will increase efficiency across your organization. Let's discuss some of our favorites that are sure to stave off the winter blues.

Jeremiah Kincaid  /  Salesforce,  News  /  August 17th, 2023

Introducing Claris FileMaker Cloud 2023

Claris has just released Claris FileMaker Cloud 2023, and we're excited about this new era of efficiency and innovation. We highlight our favorite benefits of the latest FileMaker Cloud iteration, including security, performance, and availability improvements.

Maria Thompson  /  Claris FileMaker,  News  /  August 16th, 2023

Custom Export Wizard

Extracting the data you require from your application should be simple: that’s why we’ve designed an easy-to-use custom export wizard. The export wizard can be easily integrated into any web application using JavaScript, Tailwind, and the XLSX library and you can customize your exports, handpick fields, and support various file types to suit your organization's unique needs. Includes sample file and video.

Sean Dwyer  /  Web,  Free Downloads  /  August 7th, 2023

Claris FileMaker Jotform Integration

Do you need to get information directly from your customers? Have your customers requested a mobile-friendly form for their form submissions? Do you find it tedious to enter this information into your Claris FileMaker system? Then this Jotform integration is exactly what you need. We demo how to integrate Jotform with your FileMaker solution. Includes video and sample file.

Patrick Evans  /  Claris FileMaker,  Free Downloads  /  July 26th, 2023

Salesforce Financial Services Cloud Implementation Guide

You’ve decided to use Salesforce Financial Services Cloud...but where do you begin? How can you utilize Salesforce to track all your customer interactions and give the best advice for your customers’ needs? Whether you're an insurance company, a bank, or an investment company, Salesforce Financial Services Cloud (FSC) is the platform for you. This comprehensive guide will walk you through the steps to create a successful implementation that will make FSC work for you!

Jason Swan  /  Salesforce,  Free Downloads  /  July 18th, 2023

Surveys for Success: Women Innovating Together

The Surveys for Success program by DB Services will provide donations to Women Innovating Together for every survey received during Q3 of 2023. The Surveys for Success program is our way of saying thank you for our customers' valuable feedback by paying it forward to those in need. Women Innovating Together exists to provide visibility, community, and resources for women working with Claris products, including but not limited to FileMaker.

Leah Bass  /  News  /  July 7th, 2023

User-Defined Custom Business Logic in Claris FileMaker

Business rules inevitably evolve over time. When they do, it's important that FileMaker users are able to adjust their application quickly and easily to keep up. The best way to do this is to allow users to modify and define what information FileMaker is presenting them with and how it should be presented using business logic. Includes video and sample file.

Michael Wyda  /  Claris FileMaker,  Free Downloads  /  June 22nd, 2023

Claris FileMaker OData

With FileMaker 19 or newer, you can establish a connection to an OData API as an external data source and leverage the RESTful API functionality to retrieve, update, and integrate data between FileMaker and the OData Source allowing the use of CRUD operations using HTTP. Includes a video and download file.

Tanner Stanley  /  Claris FileMaker,  Free Downloads,  Hosting  /  June 16th, 2023

Introducing the New Salesforce Nonprofit Cloud

A new version of Salesforce Nonprofit Cloud is coming! The new Nonprofit Cloud is built into the platform itself, removing the need for multiple managed packages. This allows for more consistent and streamlined data management making it easier for nonprofit organizations to see the relationships between their volunteers, donors and other participants.

Joshua Law  /  Salesforce,  News  /  June 6th, 2023

Claris Connect Free Tier

Claris is now offering a free tier of Claris Connect, their flow tool that allows you to create automated workflows between your Claris FileMaker application and the rest of your tech stack. Take advantage of this free tier that will empower you to dip your toes into the world of automation without breaking the bank!

Maria Thompson  /  Claris FileMaker,  News  /  May 22nd, 2023

Localization in FileMaker

Localization can be described as the process of adapting your application to better fit the language of the end users. Making it easier for the users to understand and use an application is integral to an effective workplace. There are many ways of integrating localization into your application. One of the most basic but important ways is enabling users to choose the language of the application. Let's explore one way to achieve this in Claris FileMaker. Includes a video and sample file.

Bryan Guevara  /  Claris FileMaker,  Free Downloads  /  May 12th, 2023

Salesforce Financial Services Cloud Summer '23 Highlights

Salesforce's Summer '23 update for Financial Services Cloud is around the corner and packed full of bright new features. Whether it's Actionable Segmentation going GA, more ARC enhancements, or the scoring framework, this release is sure to make your users more efficient and effective through the summer months. Let's look at some of the hot new features coming in this release!

Jeremiah Kincaid  /  Salesforce  /  May 4th, 2023

Salesforce Nonprofit Cloud Summer '23 Highlights

Salesforce is turning up the heat on quality-of-life features in the Summer '23 Nonprofit Cloud update! Whether it's faster bulk service deliveries entries or filtering Elevate payments during exporting, this release is sure to make your Salesforce users rest a little easier during these summer months.

Jeremiah Kincaid  /  Salesforce  /  May 3rd, 2023

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