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!
Salesforce Winter '24 Release Highlights
Salesforce is keeping us warm with new features in the Winter '24 update! Sit back and sip on some hot cocoa while enjoying innovations that will increase efficiency across your organization. Let's discuss some of our favorites that are sure to stave off the winter blues.
Salesforce Nonprofit Cloud Winter '24 Highlights
With the new Salesforce Nonprofit Cloud, now built on and backed by the power of the Salesforce Platform, your organization can be more efficient and streamlined than ever. We discuss some of our favorite new features in the Salesforce Winter ‘24 release that are sure to warm your heart!
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 Spring '24 Highlights
Spring is in the air with new features from Salesforce’s Spring ‘24 update! This release comes with many features that are sure to give you spring fever. Let’s go over some of the interesting features that will turn you from a hibernating bear into a spring chicken.
Salesforce Nonprofit Cloud Spring '24 Highlights
While many of us are still feeling the chill of winter, Salesforce's Spring '24 release is in bloom! Let's review some of the highlights from this release that will lead to brighter days ahead in Salesforce Nonprofit Cloud.
FileMaker Embraces Crowdsourcing – New Product Ideas Space
FileMaker Inc. recently introduced the FileMaker Product Ideas space on FileMaker Community, a place to view, post, vote and comment on feature requests for the FileMaker product line. While not a replacement for the longstanding FileMaker Feature Request webpage, the reddit-like Product Ideas space enhances and modernizes the feature request process, giving the developer community a public forum to express their crowdsourced opinions on the future of the product line.
FileMaker Radius Search
Learn how to perform a radius search within your FileMaker solution, evaluating the distance between addresses. We take a look at how to build a radius search using the Google Maps API, some custom functions, and a couple calcs. Includes sample download file and YouTube video.
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 WebDirect Phone Support
FileMaker WebDirect has been redesigned to be compatible with mobile phones. In the previous release, FileMaker added support for tablet browsers. FileMaker 15 takes it a step further by providing support for mobile phones. Although you could access WebDirect with a phone before, it was not officially supported, mainly due to dialogs being too small for user interaction.
FileMaker Server Top Call Logging
With the release of FileMaker Server 15 comes the ability to track the heaviest client usage periods. This new feature, named the Top Call Statistics Log, gives server and group administrators the ability to pinpoint the client requests that take the longest, allowing them to investigate any slowdowns in their systems much more quickly and efficiently.
FileMaker Card Windows
One of the most powerful tools in the FileMaker window-management arsenal is the FileMaker Card Window. This technique is primarily used for detailed dialogs or wizards, providing a more flexible option than the traditional FileMaker custom dialog.
FileMaker Server 17 Admin Console
FileMaker Server 17 has a completely overhauled user interface for the admin console. It’s faster, easier to understand, more powerful, and a whole lot prettier. But beyond these aesthetic improvements FileMaker made quite a few changes under the hood. We showcase some of the coolest new features of FileMaker Server 17 along with a few tips to help get you started with the new admin console.
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.
Zabbix FileMaker Server Monitoring
Zabbix, one of the largest free and open source server monitor applications with 300,000 installations worldwide, can be used to collect and display metrics from multiple FileMaker Servers at once on one interface; therefore, giving you the ability to save time monitoring servers individually. Includes a video.
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 Script Error Logging
Learn how to log script errors on FileMaker Pro and FileMaker Go to help troubleshoot issues with client-side scripts. Includes a video and sample file.
Salesforce Marketing Cloud Connect: Subscriber Key Migration
When you decide to implement Salesforce Marketing Cloud Connect in your organization, one of the first considerations will be how to handle Subscriber Keys from Sales or Service Cloud. Explore the process used to accomplish this goal in article two of our Marketing Cloud Connect series. Includes a video and sample file.
FileMaker Server for Linux
The first production release of FileMaker Server for Linux is here, and with it comes support for CentOS 7.8, allowing FileMaker Server to reach an additional 13.6% of the total server market share. For most users, the ability to run FileMaker Server on Linux will mean a reduced cost, more stability and potentially better performance when compared to the equivalent Windows or Mac server.
Salesforce Marketing Cloud Connect
Explore the key benefits of Salesforce Marketing Cloud Connect and join us in this article series surveying the power, flexibility and personalization that can be achieved by connecting Sales and Service Cloud with Marketing Cloud. Includes a video.