Results: surveys for success

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.

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.

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.

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.

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.

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.

Watch the replay of our webinar on Salesforce Data Cloud for Nonprofits! Led by Jeremiah Kincaid, VP of Salesforce Consulting at DB Services, this insightful session explored how nonprofits can use Data Cloud to transform their data strategy.

Join us for a webinar where we'll explore how Salesforce Data Cloud can transform data management for nonprofit organizations. We'll demonstrate how nonprofits can harness real-time data for a unified constituent view, personalized engagement, enhanced segmentation, and optimized marketing ROI. Don’t miss this opportunity to elevate your nonprofit's data strategy with Salesforce Data Cloud.

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.

The first production release of FileMaker Server for Linux is here, and with it comes support for CentOS 7.8, allowing FileMaker Server to reach an additional 13.6% of the total server market share. For most users, the ability to run FileMaker Server on Linux will mean a reduced cost, more stability and potentially better performance when compared to the equivalent Windows or Mac server.

DB Services has won the Claris Growth Partner of the Year for the Americas award for 2022 and 2023, marking their 7th consecutive win! This award recognizes the Claris partner who provides the highest revenue and brand awareness for Claris over the course of the year.