Author: DBServices

With fall now upon us, the weather is cooling, the leaves are changing, and the Salesforce Winter ’22 Release is here! Chock-full of impressive new features and improvements, the Winter ’22 Release gives users and developers many reasons to rejoice.As with each of the other two annual releases, Winter ’22 brings a suite of changes with effects to your Salesforce org reaching far and wide. Here we will highlight some of the most impactful release items. Sales: Territory Planning EnhancementsSalesforce’s Maps Territory Planning functionality has enabled companies to align their territory-based sales processes with the platform’s flexible and powerful territory…

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By Patrick Evans  Posted on  September 17th, 2021  in  FileMaker, Free Downloads Are you a system manager who is familiar with Linux? A business owner who is tired of buying expensive Windows licenses? Want to move your FileMaker hosting to the cloud but like to keep the DIY spirit alive? As the FileMaker product expanded, Claris responded to the demand for Linux compatibility and released installers with version 19. Below is an outline on how to install FileMaker Server 19.3 on Ubuntu server. So warm up those digits, because we’re losing the GUI and typing our way through this installation.…

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By Joshua Pereira  Posted on  August 26th, 2021  in  Salesforce Welcome, and congratulations to you for taking a step toward customer service nirvana with Salesforce Service Cloud! As you may know, Salesforce Service Cloud is a platform containing powerful tools that enable you to manage service interactions with your customers, build versatile automations, and utilize reports and dashboards to track the effectiveness of your implementation. The breadth of tools and configurations that Service Cloud offers is expansive, which promotes customizability. But it may also leave you wondering, “Where do I begin?” This guide will provide you an overview of the…

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By Kevin Boehle  Posted on  July 28th, 2021  in  Salesforce You’ve decided to use Salesforce, but now what? What do you need to be aware of? What comes out of the box and what will need to be customized? What parts of your business can Salesforce automate and what workflows do you need to implement? In this article, we’re going to go over all of the basic information that you’ll need to consider to successfully implement Salesforce in your organization. Custom FieldsThe major Salesforce objects you’ll likely be working with are Accounts, Contacts, Leads, Opportunities, and Tasks. Each object will…

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Since the 1940s, St. Vincent de Paul has been serving the most vulnerable in our communities by providing food, clothing, transportation, shelter and, ultimately, sustainable paths out of poverty. They offer an extensive list of valuable programs and resources, including two food pantries, meal delivery to homebound individuals, a distribution center for household needs like furniture and appliances, and immersive programs teaching people how to become economically self-sufficient so they can break generational cycles of poverty. As a 501(c)(3) organization, St. Vincent de Paul depends on the support of donors, volunteers, and other community partners. They also operate The Mission 27 Resale thrift shop to…

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By Michael Westendorf  Posted on  June 23rd, 2021  in  FileMaker, News FileMaker 19.3 What’s New?FileMaker Pro 19.3Windows Microsoft Edge Web Viewer compatibility Native Apple Silicon Support for macOSFileMaker Server 19.3The Log Viewer is back!Support for Ubuntu Linux FileMaker Cloud 2.19.3Create Script Schedules in the console Claris FileMaker Pro 19.3This release of FileMaker Pro comes with an important compatibility update for Apple Silicon users and a highly requested change to web viewers on the Windows platform.Goodbye Internet Explorer, Hello Edge! (Windows Only)One common thing we have heard from developers over the years is the challenge Internet Explorer causes when using a web viewer.…

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By Nathan Kiefer  Posted on  June 18th, 2021  in  Salesforce, Free Downloads Salesforce Marketing Cloud allows you to set your contacts on a marketing journey with timed communications and logic-based actions. It also gives you the ability to track what happens to those contacts over time. The catch is you’re only allowed 30 days of tracking data. For some larger campaigns, or even for historical comparisons, 30 days of data just isn’t enough. Luckily, by leveraging the Marketing Cloud REST API and its automations, we can store as much of that data as we’d like for access at any time.…

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By Kevin Boehle  Posted on  June 4th, 2021  in  Salesforce It’s time for Salesforce’s Summer ’21 Release! Salesforce has once again built a bunch of new features and improvements to ensure we, the users and developers, have the tools to customize our Salesforce products to fit our needs.In this article, we’ll highlight a few of these exciting new features, such as the new Einstein Search enhancements and public cloud’s Intelligent Document Automation. As always, Salesforce continues to build and grow, maintaining its place as the World’s #1 CRM. Sales Cloud: Pipeline InspectionWith Salesforce’s new Pipeline Inspection feature, managers and sales reps…

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By Andy Bowerman  Posted on  June 1st, 2021  in  FileMaker, Free Downloads In an increasingly paperless world, you rely on digital documents, e-signatures, and online forms to quickly engage with your community. Formstack makes it simple! Formstack can automate document creation, collect secure signatures, and drive your data collection with astonishingly customizable forms. And with over 100 prebuilt integrations, it’s easy to understand why over 27,000 companies trust Formstack to get their data where it belongs. Your FileMaker® app is no exception – Formstack’s powerful webhooks make integrating Formstack with FileMaker a breeze. Download our sample file, then follow along with…

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By Maria Mark  Posted on  April 30th, 2021  in  FileMaker If you’re new to FileMaker® and don’t know where to start, you’re in luck! We’ve been working with FileMaker since 2003 on hundreds of projects, and we want to share our expertise with beginners like you. This collection of resources will help you get started building custom FileMaker Apps today.  1. Claris® AcademyClaris® Academy is a perfect place to start your FileMaker journey. They offer personalized learning plans to build your skills and help you reach your goals, no matter your skill level. Through a combination of written instruction, videos, and…

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