Results: surveys for success

Discover the power of Quarterly Business Reviews (QBRs) to strengthen client relationships, drive growth, and achieve long-term success. Let's dive into the best practices for implementing QBRs in your business!

Mark your calendars for Claris Engage 2025, which will be held March 25-26 in Austin, Texas! This is more than just another tech event—it's the most important gathering of the year for the Claris community, where innovation, connection, and inspiration come together. Register early to be first in line and have a chance to save $250!

Creating responsive layouts is critical to user experience (UX) when building software applications. All user interface (UI) components — navigation, lists, forms, grids — must adapt to various screen sizes, device orientations, font sizes, user themes, accessibility needs, and more.  This article focuses on creating thoughtfully designed grid interfaces that address all of these needs.

As Claris FileMaker continues to expand and update its product line, Linux compatibility was a welcomed change. This guide will outline how to install FileMaker Server on a machine running Ubuntu. Includes video and demo file.

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.

With fall now upon us, the weather is cooling, the leaves are changing, and the Salesforce Winter '22 Release is here! Chock-full of impressive new features and improvements, the Winter '22 Release gives users and developers many reasons to rejoice.

Here we are, standing at the beginning of a brand new year full of promise and opportunity, both for ourselves (failing resolutions notwithstanding) and our businesses. And in the spirit of the season, Salesforce is also looking toward the future with the release of its Spring 22 update! We highlight some of our favorite features in the new release.

The sheer number of ways you can customize your Salesforce org to address a particular need can cause fear, uncertainty, and doubt (FUD). But by understanding your business processes and breaking down the requirements into digestible and translatable objectives, you can be confident that the solutions you build will meet your needs. In addition, properly deployed custom objects play a crucial role in delivering on Salesforce's inherent promise of customizability.

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.

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.

Lather on the sunscreen and pour a cold glass of lemonade; warm weather is here, which means it's time for Salesforce's Summer '22 update release! This release is chock-full of customization updates ready for you to use within your Salesforce organization. We discuss some of our favorite new features coming in Summer '22.

Cozy up by the fireplace with a nice blanket and a cup of hot cocoa; Salesforce's Winter '23 update is as cool as ice! With this release, Salesforce introduces many new and improved features that showcase a commitment to continuous growth and advancement as well as serve to refine their user experience.\_We discuss some of our favorite new features coming in Winter '23.

Salesforce is moving and grooving with some hot new features in the Spring '23 update. Kick off those winter chills with some fresh innovations designed to get your data flowing and increase efficiency across your organization. Let's discuss some of our favorites that are sure to get you dancing!

Shake off those winter blues with the new features coming in Salesforce's Spring '23 Release for Financial Services Cloud. Whether it's ARC enhancements, interaction summary automation, or actionable segmentation, this release is full of enhancements to take your Salesforce org to the next level. Includes a video.

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.

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!

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.

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.

Spring is in the air with new features from Salesforce’s Spring ‘24 update! This release comes with many features that are sure to give you spring fever. Let’s go over some of the interesting features that will turn you from a hibernating bear into a spring chicken.

Spring is on the horizon, and so is Salesforce's Spring '24 release, bringing elevated efficiency, enriched user experiences, and enhanced operations to Salesforce Financial Services Cloud! As the cold of winter fades away, let's embrace the warmth of innovation and delve into the exciting updates awaiting us in the Spring '24 release.