Elevate Your Customer Success Strategy with Quarterly Business Reviews
Discover the power of Quarterly Business Reviews (QBRs) to strengthen client relationships, drive growth, and achieve long-term success. Let's dive into the best practices for implementing QBRs in your business!
FileMaker Server Connections Renewal Price Increase
The renewal price for FileMaker Server with concurrent connections will be going up to match the price of new licenses on May 12th, 2016. You have the opportunity to lock in another year (or two!!) of savings at the old renewal price before the increase officially happens.
Salesforce Marketing Cloud Connect: View Full Resolution Emails in Sales or Service Cloud
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.
Creating Readable FileMaker Code Saves Time, Money
Developers spend more time reading and debugging code than they do actually writing code. To limit frustration and wasting valuable time later on, here are some tips on what we do to help create readable code at the beginning of a project.
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.
FileMaker Text Message Integration with Message Media
In today's world, one of the fastest and most effective ways to reach your customers is through text messaging. With Message Media integrated into your FileMaker solution, you can contact any potential prospects or existing customers with minimal effort, right on their mobile devices. Includes a video and sample file.
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.
FileMaker 16 User Interface Enhancements
The release of FileMaker 16 introduces an arsenal of new user interface (UI) updates that professional developers, citizen developers, and interested script kiddies will come to love. These UI updates include animations and transitions, signature capture enhancements, single document interface, and the removal of the bottom bar.
Salesforce Field Service Implementation Guide
The possibilities for building a custom field service implementation are nearly endless when considering all the offerings in Salesforce Field Service. This 8-step guide provides you with a comprehensive overview of how to effectively leverage the powerful management tools in Salesforce Field Service.
Rest Easy With Encrypted Databases in FileMaker
Encryption is a great new feature that gives you another level of security beyond a login. The files still appear as .fmp12 files, but require the encryption password to access.
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.
FileMaker Encryption With BaseElements
We here at DB Services love the BaseElements plugin. In fact we love it so much we decided to sponsor the development of HTTP POST in the plugin back at the beginning of 2012. So, as history tends to do, we repeated ourselves by sponsoring the development of the plugin again, but this time for encryption functions.
FileMaker 18 Database Engine Improvements
Learn how to set up FileMaker Server startup restoration to speed up finds and have corrupted files auto-recovered. Includes a video and sample file.
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.
New FileMaker TechNet is Now Free
FileMaker TechNet includes a Developer forum, Webinars, Technical Documentation, Developer News, White papers, Sales Tools, and a Technical Resource Library all for free.
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.
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!
FileMaker Business Intelligence Using Tableau
Integrate FileMaker 16 with the leading business intelligence software available, Tableau. Tableau allows you to create advanced charts and reports of your data, and create interactive dashboards that let you see trends and turn data into actionable insights.
Salesforce Service Cloud Implementation Guide
Salesforce Service Cloud offers a long list of powerful tools to help you realize the potential of your service team. With the endless opportunities for customization, you may be wondering, “Where do I begin?” This guide will provide you an overview of the information you will need to build a successful Service Cloud implementation.
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.