DB Services Achieves Salesforce Ridge Consulting Partner
We are proud to announce that DB Services has achieved Salesforce Ridge Consulting Partner through our dedication to the four pillars of the partner program: customer success, innovation, growth, and social impact. We have only scratched the surface of what we can accomplish with Salesforce and we look forward to what is in store for us in the remainder of 2022!
FileMaker: A Workplace Innovation Platform
The Workplace Innovation Platform report was released by G2 Crowd in January 2019 and FileMaker has been deemed as the world's market leader. There are several requirements for a software to be considered in the Workplace Innovation Platform. Learn more about what it takes to be considered one and what a Workplace Innovation Platform can do for you.
FileMaker Authentication with Salesforce
FileMaker Server has been able to use Amazon, Google, and Microsoft as an identity provider for the last two versions. While a great addition to the platform, it did limit your choices for OAuth identity providers. We will show you how to deploy a custom OAuth authentication workflow utilizing Salesforce. Includes demo video.
Claris Platform Bundle
After releasing its highly-successful Problem Solvers Circle program last quarter, Claris has expanded its licensing offerings with another exclusive program: Claris Platform Bundle. This program gives your organization the freedom to explore, build, and test new solutions with full access to the suite of Claris products. We explore the benefits and use cases for each program.
Claris Platform 2023 Updates
Since the official launch of Claris Studio in September 2022, Claris has continued to make strides with exciting updates to the Claris Platform. We discuss some of our favorite new features in Claris Studio, Claris Pro, and Claris Go.
10 Steps to a Sustainable Salesforce Org
Salesforce is one of the most widely used CRM platforms in the world. As we navigate the realities of climate change and environmental degradation, it's crucial to integrate sustainability into our technology practices. We discuss 10 steps you can take to create a more sustainable Salesforce org.
FileMaker Cross Platform Notifications
Keep your users informed with the use of simple notifications. Using FileMaker and a service called Pushover we can easily leverage cross platform notifications with advanced features like message priority, which allows you to repeat a notification until the user acknowledges it.
Integrating FileMaker and Salesforce using Zapier
With the power of Zapier, different applications can be integrated into your FileMaker solution and overall business with ease. The great potential of integrating various platforms and automating the many tasks within them with Zapier can greatly increase productivity and enormously speed up company wide workflows.
FileMaker Salesforce Marketing Cloud Integration
With Salesforce Marketing Cloud's SOAP API and automation tools, you can automatically import email engagement statistics into your FileMaker application and link them to customers and prospects. Learn how to integrate your FileMaker application with Salesforce Marketing Cloud to automatically import email campaign statistics. Includes a video and sample file.
Business Days in Salesforce CRM Analytics (Tableau CRM)
It's common for businesses to want to take business days into account when showing data on a dashboard in CRM Analytics (formerly Tableau CRM) to compare those figures to the last year's same period. The problem is that CRM Analytics does not have a native set of functions to calculate business days; however, Sales Cloud does. We demo how to utilize Sales Cloud's business hours object and some custom Apex to generate business days to sync to Analytics for dashboard queries. Includes a video and sample file.
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.
Using Lambdas to Overcome Salesforce Governor Limits
Salesforce is a great CRM product, but it has some limitations that can prove troublesome depending on the situation. Since each org has to share Salesforce’s processing power, Salesforce has implemented governor limits to ensure that each org gets its fair share of the resources. While these limits are generally generous and best practices can help avoid them, they can still be hit in certain situations. Fortunately, there are ways around these limits, such as using Lambdas.
The New Salesforce Nonprofit Cloud: How To Upgrade
You’ve decided to upgrade to the new Salesforce Nonprofit Cloud, designed to increase the impact of your organization by giving you modules to improve the planning, tracking, and efficiency of your organization's services, but you're not sure where to start. Let's walk through some of the considerations when upgrading.
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.
Upcoming Webinar: Empowering Nonprofits with Salesforce AI
Join Jeremiah Kincaid, VP of Salesforce Consulting at DB Services, for an upcoming webinar on how Salesforce AI technologies can revolutionize nonprofits. We'll explore practical use cases, demos, and best practices for implementing AI responsibly. Don't miss this opportunity to transform your nonprofit's future with the power of Salesforce AI.
Webinar: Empowering Nonprofits with Salesforce AI
Jeremiah Kincaid, VP of Salesforce Consulting at DB Services, explores how Salesforce AI technologies can benefit nonprofits. During the session, we discuss practical use cases for the Einstein suite of products and best practices for implementing AI responsibly in your Salesforce org. Includes live demos.
Upcoming Webinar: Upgrading to Salesforce Nonprofit Cloud
Join us for a webinar on upgrading from Salesforce Nonprofit Success Pack (NPSP) to the new Salesforce Nonprofit Cloud. This session will guide you through the key benefits, best practices, and step-by-step process for a seamless transition. Don't miss this opportunity to learn how the latest innovations in Salesforce Nonprofit Cloud can enhance your organization's impact and efficiency.
Webinar: Upgrading to Salesforce Nonprofit Cloud
Watch the replay of our webinar on upgrading from Salesforce Nonprofit Success Pack (NPSP) to the new Salesforce Nonprofit Cloud. Led by Jeremiah Kincaid, VP of Salesforce Consulting at DB Services, this session explores how the latest innovations in Salesforce Nonprofit Cloud can enhance your organization's impact and efficiency.
Salesforce Marketing Cloud Connect
Explore the key benefits of Salesforce Marketing Cloud Connect and join us in this article series surveying the power, flexibility and personalization that can be achieved by connecting Sales and Service Cloud with Marketing Cloud. Includes a video.
Salesforce Marketing Cloud Connect: Subscriber Key Migration
When you decide to implement Salesforce Marketing Cloud Connect in your organization, one of the first considerations will be how to handle Subscriber Keys from Sales or Service Cloud. Explore the process used to accomplish this goal in article two of our Marketing Cloud Connect series. Includes a video and sample file.