Salesforce Nonprofit Cloud Spring ‘25 Highlights
We're kicking off 2025 with Salesforce's Spring release updates for Nonprofit Cloud! From streamlining fundraising efforts to enhancing donor relations and simplifying grant management, these new features are designed to save time, improve accuracy, and give you the flexibility to tailor your processes to your organization’s needs.
Salesforce Education Cloud Spring '25 Highlights
Spring is on its way, and so is the Spring '25 Salesforce release for Education Cloud! These fresh enhancements mean new possibilities for your institution, helping you foster stronger student relationships, streamline operations, and create a more engaging educational experience. Let’s explore the top new features that will transform how your institution functions this spring!
Salesforce Starter Suite & Pro Suite
Selecting and implementing a new customer relationship management (CRM) software can be daunting for a small business. Luckily, Salesforce offers its Starter and Pro Suites, which provide a simplified, quick-to-set-up experience that your small business can start using right away.
Salesforce Nonprofit Cloud: Get Started with a Free Trial
Salesforce Nonprofit Cloud offers a comprehensive suite of tools tailored to help nonprofits manage their operations, from fundraising and program management to donor engagement. If you're looking to explore these features, obtaining access to a trial org is a great way to start. Here's how you can set up a Nonprofit Cloud trial org.
Salesforce Summer '25 Highlights
Summer is nearly here, and Salesforce's Summer '25 release means there's more to look forward to than the sun and the beach. Whether you've been looking for super-powered flows, new ways to leverage Agentforce, or a powerful new analytics tool, this release has something for you. The future is bright, so put on your shades and sunscreen as we dive into some highlights of this exciting release!
Salesforce Nonprofit Cloud Summer '25 Highlights
The Salesforce Summer ‘25 release is bringing the heat with new features for Nonprofit Cloud! With improvements like volunteer management, Philanthropic Research Topic summaries with Agentforce, new internal referral reporting, and simplified disbursement schedules, these cool new features will help you beat the summer heat.
Salesforce Education Cloud Summer ‘25 Highlights
School’s (almost) out, innovation is in! Salesforce’s Summer ‘25 release is bringing improvements to Education Cloud, like new use cases for Agentforce for Education and enhancements to Campus and Program finder. Get ready to kick back and relax for the summer with these new features that will help you get more done in less time.
WordPress Form FileMaker Integration
Double data entry no more! Your contact, quote, online order, whatever your form includes will automatically be dropped into FileMaker. We will show\_you how to integrate a WordPress form, the most popular content management system, to drop data\_directly into FileMaker in real time.
FileMaker Cloud for AWS Overview
There are a lot of reasons that FileMaker Cloud would be a great fit for you and your organization, between minimal impact of IT staff and/or technical staff for doing updates and deployment, to the benefits of AWS responsible for security and scalability, FileMaker Cloud is a huge benefit and addition to the FileMaker Family.
FileMaker Cloud Schedule Manager for AWS
Easily manage server-side schedules with the FileMaker Cloud Schedule Manager, a tool which uses the official FileMaker Cloud Admin API. Includes a video and sample file.
FileMaker® Formstack Integration
Formstack takes your FileMaker® data collection to the next level! Formstack can automate document creation, collect secure signatures, and drive your data collection with astonishingly customizable forms. Our integration guide includes a video and sample files to get you started!
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.
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: 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 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.
DB Services Achieves Salesforce Ridge Consulting Partner
We are proud to announce that DB Services has achieved Salesforce Ridge Consulting Partner through our dedication to the four pillars of the partner program: customer success, innovation, growth, and social impact. We have only scratched the surface of what we can accomplish with Salesforce and we look forward to what is in store for us in the remainder of 2022!
FileMaker Authentication with Salesforce
FileMaker Server has been able to use Amazon, Google, and Microsoft as an identity provider for the last two versions. While a great addition to the platform, it did limit your choices for OAuth identity providers. We will show you how to deploy a custom OAuth authentication workflow utilizing Salesforce. Includes demo video.
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.
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.
Claris Platform 2023 Updates
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.