Introducing Claris Studio
Claris Studio has officially launched and is now available! We discuss the new cloud-native development environment from Claris and some of our favorite features and functionalities.
What is Claris Studio?
Claris Studio makes it easy to gather, analyze, and manage your data online. With custom forms, dashboards, and many other cloud-native, no-code tools, Claris Studio makes data management simpler than ever. Includes a video demonstration.
Introducing Claris FileMaker 2023
Claris FileMaker 2023 is here! This newest update brings with it quality-of-life changes and native data-logging capabilities. In this article, we’ll take a look at the highlights of the latest release.
Salesforce Financial Services Cloud Implementation Guide
You’ve decided to use Salesforce Financial Services Cloud...but where do you begin? How can you utilize Salesforce to track all your customer interactions and give the best advice for your customers’ needs? Whether you're an insurance company, a bank, or an investment company, Salesforce Financial Services Cloud (FSC) is the platform for you. This comprehensive guide will walk you through the steps to create a successful implementation that will make FSC work for you!
Introducing Claris FileMaker Cloud 2023
Claris has just released Claris FileMaker Cloud 2023, and we're excited about this new era of efficiency and innovation. We highlight our favorite benefits of the latest FileMaker Cloud iteration, including security, performance, and availability improvements.
Introducing Claris Connect Custom Connectors
Integrating third-party platforms into your software solution to ensure the flow of data is integral to the day-to-day operations of most businesses today. Claris Connect's new Custom Connectors introduce a low code solution to connect your system to third-party services and take any action a third-party service provides. In this article, we’ll discuss Claris Connect's new Custom Connectors and walk you through an example of how they can be created and utilized using the payment platform Stripe.
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.
Surveys for Success: The Glioblastoma Foundation
DB Services is launching our Surveys for Success program with The Glioblastoma Foundation for Q2. This is our way of saying thank you for your feedback and to show how we give back.
Salesforce Einstein Activity Capture Guide
Have you ever had issues maintaining accurate, up-to-date information between your Salesforce org and your clients? Einstein Activity Capture is here to work for you by learning from you. Let's dive into how Einstein Activity Capture uses AI to gather data from your emails, calendars, and contacts to keep data about your clients detailed and up-to-date.
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.
FileMaker Barcode Techniques
Barcoding in FileMaker is very easy and there are many options. We look which barcoding options you can use and the various ways to implement barcodes. Whether you are managing inventory, selling tickets, creating name tags, barcodes can easily be used to provide an instant way to locate a record in your\_custom application.
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 Adobe InDesign Integration
FileMaker can easily integrate with Adobe InDesign and create powerful InDesign documents by generating XML out of FileMaker. With a bit of additional development, you can even automate the process of placing text and photos directly on the page for designs that rarely need adjustments. Save time and reduce human error by automating repetitive Adobe InDesign processes and eliminate double data entry. We will show you how to use FileMaker and Adobe InDesign to make elegant designs with just a few clicks. Includes a video and free sample file.
FileMaker File Manipulation
Learn how to use the native FileMaker file manipulation script steps to create and edit data\_files without plugins. Includes a video and sample file.
FileMaker BackBlaze Integration
Learn how to upload and download files to the cloud from FileMaker by integrating with the BackBlaze B2 Cloud Storage API. Using BackBlaze for cloud storage will allow you to keep your FileMaker app lightweight and prevent file growth. Includes a video and sample file.
FileMaker Solution Upgrade Tool
Upgrade your app in a matter of minutes with the FileMaker Solution Upgrade Tool, a new command line tool that makes it easy to roll out enhancements. Includes a video and sample file.
DB Services Named Claris Growth Partner of the Year for 2022 and 2023
DB Services has won the Claris Growth Partner of the Year for the Americas award for 2022 and 2023, marking their 7th consecutive win! This award recognizes the Claris partner who provides the highest revenue and brand awareness for Claris over the course of the year.
Salesforce Nonprofit Success Pack Implementation Guide
There are so many things to consider when using Salesforce Nonprofit Success Pack (NPSP) for your nonprofit organization that it can be tricky to know where to start. This comprehensive guide will walk you through the steps to create a successful implementation that will make NPSP work for you! Includes a video.
Salesforce Nonprofit Cloud Implementation Guide
While Salesforce offers a variety of tools that can help a nonprofit organization, the latest and greatest of these is Salesforce Nonprofit Cloud. Nonprofit Cloud offers a set of solutions to help your organization with fundraising, program management, outcome management, and grantmaking. This article will go over the many aspects of Nonprofit Cloud, such as new objects and data models, that have to be considered during implementation.
Salesforce Sales Cloud Implementation Guide
There are many things to take into consideration when developing and deploying a Salesforce Sales Cloud implementation that will take your business to the next level. In this article, we go over all of the basic information you’ll need to know to get a jump start on your Salesforce journey and get you set up on the right path to success with Salesforce.