Results: surveys for success

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.

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.

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.

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.

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.

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.

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.

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.

There are many factors that can affect the quality of the development on your Salesforce org. From increasing complexity to deadlines to lack of technical knowledge, there are many paths that can lead developers to a common pitfall: shortcuts. While shortcuts may solve an issue in the short term, the technical debt they incur can be harmful to your Salesforce org in the long run. We explore technical debt in Salesforce and the many aspects to consider in order to minimize its future cost of production.

With a good grasp of your organization’s outcomes, you will have an easier time gauging the impact your organization has on the world. This is where Salesforce's Outcome Management comes in. Outcome Management is an impact measurement tool that allows you to define, measure, and evaluate your organization's outcome strategy in one place.

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.

The Perform Find by Natural Language feature in Claris FileMaker 2025 allows users to perform finds using natural language prompts instead of traditional find criteria. This feature interprets user inputs and dynamically generates corresponding find requests. Includes sample file and video.

The Perform SQL Query by Natural Language feature in Claris FileMaker 2025 allows users to perform SQL queries using natural language prompts instead of manually writing SQL. Includes video and demo file.

Volunteers are crucial to many nonprofit organizations. With Volunteer Management in Nonprofit Cloud, you can improve every step of the volunteer process, from managing initiatives to sign-up and time tracking to reporting, and keep all of the data directly inside of Salesforce.

Since its initial release in 2008, Salesforce Nonprofit Success Pack (NPSP) has been adopted by over 40,000 organizations. As Salesforce advances its platform, nonprofits are encouraged to begin planning their migration to the newer Nonprofit Cloud (NPC) to leverage the latest tools and innovations tailored to the sector. Migrating from NPSP to NPC is a complex, organization-wide effort that benefits from the expertise of a trusted Salesforce partner, such as DB Services. This article outlines key considerations for nonprofits preparing for this transition.

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.

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.

In this article, we review how to expand the capabilities of Salesforce Marketing Cloud Connect to automatically sync any data from Marketing Cloud over to Sales and Service Cloud. Includes a video and sample file.

Thumbnails don't always cut it. Sometimes you need the full resolution Salesforce Marketing Cloud email in Sales or Service Cloud to see what was sent to your contacts. In this article, we explore the process used to accomplish this goal in part four of our Marketing Cloud Connect series. Includes a video and sample file.

Salesforce Marketing Cloud's ability to set your contacts on a marketing journey that you can track over a 30-day period is a powerful marketing tool. But some organizations find they need more than 30 days of journey history data. We explore how to leverage Marketing Cloud REST API and its automations to save all the journey history data for your organization. Includes a video and sample file.