Results: surveys for success

The Surveys for Success program by DB Services will provide donations to the St. Baldrick's Foundation for every survey received during Q1 of 2022. St. Baldrick's is the largest charitable funder of childhood cancer research grants, supporting research at the over 200 institutions in the US that treat kids with cancer.

With Salesforce's latest AI tool, Agentforce, you can boost your Salesforce org with AI agents that can streamline workflows, reduce costs, and improve your constituent experiences all at once!

Looking to upgrade your nonprofit's tech stack? We're offering a free upgrade analysis for organizations wanting to upgrade from Salesforce Nonprofit Success Pack (NPSP) to the new Salesforce Nonprofit Cloud! Fill out our form to get your free analysis today.

Learn how you can use Salesforce Nonprofit Cloud for your organization's fundraising efforts to more effectively engage donors and streamline operations to maximize your impact.

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.

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.

Salesforce’s Nonprofit Success Pack (NPSP) is a powerful CRM solution designed specifically for nonprofits, providing tools to track fundraising, manage volunteers, and streamline operations. If you’re considering Salesforce for your organization, the best way to explore its features is through a free trial. Here's how you can set up an NPSP trial org.

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.

Salesforce is a great CRM tool, but one issue that companies using the platform may face at some point is limited storage space. You can always purchase more storage space, but this will quickly eat into profits depending on how much space you need. However, there is no need to fear. There are methods of creating more storage space by using third-party systems like Dropbox and Google Drive to store our files. We demonstrate how to avoid Salesforce's file storage limit by using external files. Includes video and sample file.

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.

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.

Although many of us are still enjoying the warm summer weather, it's time to start preparing for the Salesforce Winter '23 release that is quickly approaching. Let's talk about the important dates and preview information you'll need to know for this release.

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.

Do you need to collect leads from your Google Ads Lead Form extension and receive them directly in your Salesforce org? We demo how to create a custom webhook to capture those leads in Salesforce. Includes video.

Though many of us are still enjoying the changing leaves and cooler weather of autumn, it's already time to start preparing for the Salesforce Spring '23 release that is quickly approaching. Let's talk about the important dates you'll need to know for this release.

For the beginning designer, knowing where to start when designing a FileMaker user interface (UI) can be daunting. To help give a framework for how to think about UI design, it helps to break UI design into two broad, but distinct and equal chunks.

Bento, the Mac OS X database solution that was touted as user-friendly and relied heavily on templates, has been discontinued and will no longer be supported or updated.

FileMaker changes the licensing landscape again by adding FileMaker Licensing for Teams, or FLT for short. FLT brings simplicity to the FileMaker licensing platform by pricing per user instead of the concurrency model which they are phasing out.

For the second year in a row, DB Services has ranked on the Inc. 5000 list of the 5,000 fastest growing private companies in the U.S. For 2020, DB Services ranked #3,992 out of 5,000 on the list.

DB Services wins Claris Growth Partner of the Year for the Americas for the 5th year in a row! This award recognizes the Claris partner who provides the highest revenue and brand awareness for Claris over the course of the year.