Digital Transformation Blog

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

Language Localization in Claris 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

Salesforce Summer '23 Release Highlights

Salesforce is heating up with new features in the Summer '23 update! Sit back and enjoy the sunshine and the bright innovations that will increase efficiency across your organization. Let's discuss some of our favorites that are sure to make some waves.

Jeremiah Kincaid  /  Salesforce,  News  /  April 27th, 2023

Introducing Claris FileMaker 2023

Claris FileMaker 2023 is here! This newest update brings with it quality-of-life changes and native data-logging capabilities. In this article, we’ll take a look at the highlights of the latest release.

Sean Dwyer  /  Claris FileMaker,  News  /  April 25th, 2023

Salesforce Nonprofit Success Pack Implementation Guide

There are so many things to consider when using Salesforce Nonprofit Success Pack (NPSP) for your nonprofit organization that it can be tricky to know where to start. This comprehensive guide will walk you through the steps to create a successful implementation that will make NPSP work for you! Includes a video.

Kevin Boehle  /  Salesforce  /  April 20th, 2023

Custom DynamoDB Import Wizard

Keeping track of your data can be difficult, but it doesn't have to be a hassle. Streamline your DynamoDB imports and protect your data with our user-friendly custom import wizard. Includes a demo video.

Andy Bowerman  /  Web  /  April 12th, 2023

Surveys for Success: Nextech

The Surveys for Success program by DB Services will provide donations to Nextech for every survey received during Q2 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. Nextech's mission is to create equitable access to computer science curriculum and experiences for K-12 students.

Leah Bass  /  News  /  April 4th, 2023

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