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.
Integrating FileMaker and SharePoint Using Microsoft Graph
Oftentimes documents are commonly needed in multiple programs, but the lack of integration can result in having to enter in the same files in different applications. Microsoft Graph is a powerful tool that provides a unified API interface for many of Microsoft’s most popular Cloud programs, including the popular web-based application SharePoint. Learn how to integrate FileMaker and SharePoint plus OneDrive using Microsoft Graph API. Includes video and download to sample application.
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 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.
FileMaker Machine Learning Using CoreML
Learn how to use FileMaker’s native machine learning capabilities to integrate artificial intelligence into your business. Includes a video and sample file.
User-Defined Custom Business Logic in Claris FileMaker
Business rules inevitably evolve over time. When they do, it's important that FileMaker users are able to adjust their application quickly and easily to keep up. The best way to do this is to allow users to modify and define what information FileMaker is presenting them with and how it should be presented using business logic. Includes video and sample file.
Using FileMaker Table, Layout IDs in Scripts and Calculations
Build your FileMaker system so it doesn't break when you change names. Utilize internal FileMaker table IDs instead of table occurrence names to build a robust application. Includes sample file.
Interactive PDFs in FileMaker Go
By combining web viewers and file URLs you can show the contents of a PDF in FileMaker Go that works in a similar way as interactive containers in FileMaker Pro. Includes a sample file download.
FileMaker Google Calendar Integration
Having your own calendar inside of FileMaker is a great way for you and your coworkers to keep track of upcoming appointments. However, building your own calendar in FileMaker is a very tedious task. Why reinvent the wheel when there are already apps out there that you can integrate with? We demo how you can integrate your FileMaker solution with Google Calendar to take advantage of Google's powerful features.
Saving Journey History in Salesforce Marketing Cloud
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.
NFC Tag Reading in FileMaker Go
Integrating NFC is easy with FileMaker Go. With a single script step, you can configure NFC readings to make instant mobile payments, share contact details, or scan smart objects. 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.
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.
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 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.
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.
Upgrading FileMaker Pro, Part 1 - FileMaker Conversion
This is a two-part article tackling the challenge of converting and consolidating FileMaker Pro .fp3 and .fp5 file types to .fp7 and .fmp12. In part one, we cover the FileMaker conversion process.
Upgrading FileMaker Pro, Part 2 - File Consolidation
This is part two of a two-part article tackling the challenge of converting and consolidating FileMaker Pro .fp3 and .fp5 file types to .fp7 or .fmp12. In part 2, we cover the process of Consolidating FileMaker Files.
FileMaker Avalara Sales Tax Integration
Sales tax rates can be difficult to keep track of for your business if you have customers all over the country or even world. Learn how to integrate FileMaker with a web service to automate sales tax rate lookup to make life a little easier.
Archiving Email In FileMaker
When working with large groups of people both in and out of your organization, it can be difficult to keep track of all the discussions between you and everyone else. Fortunately with the 360works email plugin, tracking all emails between you and your system’s contacts can become far more manageable. FileMaker and email integration allow users to view any and all emails that contacts, prospects, salespeople, managers and anyone else have had with one another.