Salesforce Summer '24 Highlights
Salesforce’s Summer ‘24 update is here, and its features are like a breath of fresh air. Let’s go over some of the cool features that are sure to help you beat the summer heat!
Salesforce Nonprofit Cloud Summer '24 Highlights
Things are heating up over at Salesforce! The Summer '24 release brings updates and enhancements to Salesforce Nonprofit Cloud, including new tools to measure campaign success, create custom donor scores, collaborate on grant applications, and more. It's sure to be a summer of efficiency and effectiveness!
FileMaker® Formstack Integration
Formstack takes your FileMaker® data collection to the next level! Formstack can automate document creation, collect secure signatures, and drive your data collection with astonishingly customizable forms. Our integration guide includes a video and sample files to get you started!
Downloading Claris Studio Form Submissions as Leads in FileMaker Pro
Working with web forms and FileMaker Pro has never been easier! You can now incorporate data gathered by your Claris Studio web forms in your FileMaker Pro application. This article will give you an overview of the capabilities of using Claris Studio in FileMaker Pro, as well as a step-by-step guide on how to make this work for your business! Includes download file and demo video.
WordPress Form FileMaker Integration
Double data entry no more! Your contact, quote, online order, whatever your form includes will automatically be dropped into FileMaker. We will show\_you how to integrate a WordPress form, the most popular content management system, to drop data\_directly into FileMaker in real time.
FileMaker Cloud for AWS Overview
There are a lot of reasons that FileMaker Cloud would be a great fit for you and your organization, between minimal impact of IT staff and/or technical staff for doing updates and deployment, to the benefits of AWS responsible for security and scalability, FileMaker Cloud is a huge benefit and addition to the FileMaker Family.
FileMaker Cloud Schedule Manager for AWS
Easily manage server-side schedules with the FileMaker Cloud Schedule Manager, a tool which uses the official FileMaker Cloud Admin API. Includes a video and sample file.
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!
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.
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.
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 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.
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.
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.
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 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.
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.
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.