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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.

Cozy up by the fireplace with a nice blanket and a cup of hot cocoa; Salesforce's Winter '23 update is as cool as ice! With this release, Salesforce introduces many new and improved features that showcase a commitment to continuous growth and advancement as well as serve to refine their user experience.\_We discuss some of our favorite new features coming in Winter '23.

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.

When it comes to sending important legally binding documents, no application does it as well as SignNow. With over 28 million users in more than 20 different industries using the enterprise-grade eSigning platform, it's no wonder so many businesses rely on it. This guide will show you how you can begin sending customized documents through SignNow with FileMaker. Includes a video and sample file.

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.

Whatever your payment or subscription needs are, integrating the Authorize.net API with FileMaker is a surefire way to improve your business' workflow. Using Authorize.net's streamlined and straightforward API, your business can instantly and securely interact with customers by integrating with FileMaker. Includes a video and sample file.

Integrating Dropbox with your FileMaker solution is a great way to save space on your server and allow access to documents on the go. In this article, we will cover setting up the integration, authentication, uploading, and downloading documents.

Since the official launch of Claris Studio in September 2022, Claris has continued to make strides with exciting updates to the Claris Platform. We discuss some of our favorite new features in Claris Studio, Claris Pro, and Claris Go.

The Surveys for Success program by DB Services will provide donations to Nextech for every survey received during Q2 of 2023. The Surveys for Success program is our way of saying thank you for our customers' valuable feedback by paying it forward to those in need. Nextech's mission is to create equitable access to computer science curriculum and experiences for K-12 students.

Do you need to get information directly from your customers? Have your customers requested a mobile-friendly form for their form submissions? Do you find it tedious to enter this information into your Claris FileMaker system? Then this Jotform integration is exactly what you need. We demo how to integrate Jotform with your FileMaker solution. Includes video and sample file.

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.

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!

Winter is coming, and so is a new era of streamlined efficiency with Salesforce Winter ‘24’s new features for Financial Services Cloud! Let’s cozy up with a warm beverage and discuss some of our favorite updates coming in Winter ‘24.

Claris Connect has served as a bridge between FileMaker applications and third-party programs since its creation, expanding the possibilities that FileMaker provides much further than before. While triggering Claris Connect flows in FileMaker now is not very complex, there is a new look to the Trigger Claris Connect Flow script step in Claris FileMaker 20.2 that has made connecting to and triggering flows easier. Let’s dive into what has changed and how you can use this to your benefit when managing your application. Includes sample file and video.

WooCommerce is a popular e-commerce plugin that offers a myriad of benefits for online businesses. Integrating WooCommerce with your Claris FileMaker solution allows you to manage products across platforms while maintaining accurate data. If you want to take your e-commerce business to the next level, integrating with Claris FileMaker is exactly what you need. Includes demo file and video.

Google Charts is a powerful graphical visualization tool that you can use to generate dynamic, data-driven charts easily. We demo how Google Charts can be integrated with Claris FileMaker to enhance the way you present data to end users in a quick and reusable way. Includes demo file and video.

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.

Salesforce is one of the most widely used CRM platforms in the world. As we navigate the realities of climate change and environmental degradation, it's crucial to integrate sustainability into our technology practices. We discuss 10 steps you can take to create a more sustainable Salesforce org.

DB Services' Surveys for Success program will donate to Heart to Heart International for every survey received during Q3 of 2024. Heart to Heart International works to improve access to healthcare around the world. The Surveys for Success program is our way of saying thank you for our customers' valuable feedback by paying it forward to those in need.

Mark your calendars for Claris Engage 2025, which will be held March 25-26 in Austin, Texas! This is more than just another tech event—it's the most important gathering of the year for the Claris community, where innovation, connection, and inspiration come together. Register early to be first in line and have a chance to save $250!