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.
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.
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, Inc. is Now Claris International, Inc.
On August 6th 2019, FileMaker, Inc. announced their rebrand to Claris International, Inc. as well as the acquisition of Stamplay, now called Claris Connect.
Integrating FileMaker With RESTful APIs
REST APIs are a universal standard for interacting with other programs and services, so by learning REST you can greatly expand the capabilities of what FileMaker can do, and the services it can interact with. If you've ever wanted to integrate FileMaker with Google Maps, Google Calendar, Microsoft SharePoint, or many other great services, you'll want to learn what RESTful APIs are and how to use them. Includes video and sample download file.
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.
Working on a Live FileMaker System
Avoid the potential problems while working on a live FileMaker system. Understand and prevent table locking, missing table occurrences, and throwing users on default tabs.
Surveys for Success: Society of St. Vincent de Paul-Indianapolis
The Surveys for Success program by DB Services will provide donations to the Society of St. Vincent de Paul-Indianapolis for every survey received during Q3 of 2021. The Society of St. Vincent de Paul-Indianapolis strives to meet the immediate basic physical needs of the most vulnerable in our communities by providing food, clothing, transportation, shelter and, ultimately, sustainable paths out of poverty.
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.
Introduction to AWS Amplify Studio
AWS Amplify is a toolbox that allows developers to build scalable, full-stack applications from core AWS services—Lambda, S3, DynamoDB, Cognito, AppSync, and more! It is an open-source project with millions of downloads. Built on top of Amplify, Amplify Studio aims to reduce development time by using its graphical user interface (GUI) to quickly configure data structures, application logic, and frontend UI components. Includes a video.
FMDeveloperTool in Claris FileMaker 20.3
Claris FileMaker 20.3 is out, and it brings with it some exciting new enhancements, including a new FMDeveloperTool. We discuss the benefits of the new tool and how you can utilize command line automation to enhance your processes. Includes sample file and demo video.
Location Monitoring in FileMaker Go
FileMaker 16 has introduced new location monitoring features that truly give FileMaker Go the edge by enhancing your app’s ability to take on any location-specific needs. Whether you’re indoors, outdoors, coming, or going, FileMaker can monitor it all.
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.
Saving and Restoring FileMaker Found Sets
Maintain the user's current found set when performing scripted finds. If no records are found, naturally return to the found set.
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.
Reading FileMaker Crash Reports
Learn how to read crash reports to better understand what is causing your FileMaker database to crash. Examples included for both Windows and Mac crash reports.
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.
Appending PDFs on FileMaker Server
PDF files are essential in the business world, and being able to create and manipulate them is a must. Appending one PDF to another is a handy tool for operations like report generation. Let’s take a look at options for appending PDFs in FileMaker Server. Includes a video and sample file.