Salesforce CPQ: Fixing Percent of Total Calculations for Amended Quotes
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.
MuleSoft Composer for Salesforce
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.
Fillable PDFs for Salesforce Field Service
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.
External File Storage for 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.
Webinar: Salesforce Data Cloud for Nonprofits
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.
Upcoming Webinar: Salesforce Data Cloud for Nonprofits
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.
Salesforce Summer '22 Release Dates & Preview Information
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.
Salesforce Winter '23 Release Dates & Preview Information
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.
Connect Google Ads Lead Form Extension to Salesforce
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.
Surveys for Success: UNITY Performing Arts Foundation
DB Services is continuing the Surveys for Success program by donating to UNITY Performing Arts Foundation for every survey received. The Surveys for Success program chooses a non-profit organization each quarter, and for each survey received during this time, $25 is donated to the chosen organization. The UNITY Performing Arts Foundation provides award-winning after-school programs to youth in the Fort Wayne, IN area.
Upgrade from Salesforce Nonprofit Success Pack to Salesforce Nonprofit Cloud
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.
Salesforce Spring '23 Release Dates
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.
FileMaker UI Design for Beginners
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.
FileMaker Ends Support for Bento
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 Licensing for Teams
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.
DB Services Ranks on Inc. 5000 for 2020
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.
Surveys for Success: Prevail
DB Services is continuing the Surveys for Success program by donating to Prevail for every survey received. The Surveys for Success program chooses a non-profit organization each quarter, and for each survey received during this time, $25 is donated to the chosen organization. Prevail strives to empower victims of crime and abuse on their path to healing, while engaging the community to support safe, healthy relationships.
Surveys for Success: Matthew 25: Ministries
DB Services is continuing the Surveys for Success program by donating to Matthew 25: Ministries for every survey received. The Surveys for Success program chooses a non-profit organization each quarter, and for each survey received during this time, $25 is donated to the chosen organization. Matthew 25: Ministries is a humanitarian aid and disaster relief organization with extensive experience in acquiring, processing, and responsibly distributing humanitarian aid and disaster relief to people in need.
Surveys For Success: Global Spine Outreach
DB Services is continuing the Surveys for Success program by donating to Global Spine Outreach for every customer survey received. The Surveys for Success program chooses a non-profit organization each quarter, and for each survey received during this time, $25 is donated to the chosen organization. Global Spine Outreach provides spinal surgeries to underprivileged children around the world.
Surveys for Success: Society of St. Vincent de Paul-Indianapolis
The Surveys for Success program by DB Services will provide donations to the Society of St. Vincent de Paul-Indianapolis for every survey received during Q3 of 2021. The Society of St. Vincent de Paul-Indianapolis strives to meet the immediate basic physical needs of the most vulnerable in our communities by providing food, clothing, transportation, shelter and, ultimately, sustainable paths out of poverty.