Software tips, techniques, and news.

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Salesforce Sales Cloud Implementation

There are many things to take into consideration when developing and deploying a Salesforce Sales Cloud implementation that will take your business to the next level. In this article, we go over all of the basic information you’ll need to know to get a jump start on your Salesforce journey and get you set up on the right path to success with Salesforce.
Kevin Boehle  /  Salesforce  /  July 28th, 2021

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.
Leah Bass  /  News  /  July 13th, 2021

Claris FileMaker 19.3 Overview

Claris' 19.3 release of the FileMaker platform is out! In this article, we will discuss our favorite new features including native support for Apple Silicon, leveraging Microsoft Edge, and FileMaker Cloud-native script schedules!
Michael Westendorf  /  FileMakerNews  /  June 23rd, 2021

Saving Journey History in Marketing Cloud

Marketing Cloud's ability to set your contacts on a marketing journey that you can track over a 30-day period is a powerful marketing tool. But some organizations find they need more than 30 days of journey history data. We explore how to leverage Marketing Cloud REST API and its automations to save all the journey history data for your organization. Includes a video and sample file.
Nathan Kiefer  /  SalesforceFree Downloads  /  June 18th, 2021

Salesforce Summer ’21 Release Highlights

It’s time for Salesforce’s Summer ’21 Release! Salesforce has once again built a bunch of new features and improvements, such as the new Einstein Search enhancements and public cloud's Intelligent Document Automation, to ensure we have the tools to customize our Salesforce products to fit our needs.
Kevin Boehle  /  Salesforce  /  June 4th, 2021

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!
Andy Bowerman  /  FileMakerFree Downloads  /  June 1st, 2021

Getting Started with Claris 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.
Maria Mark  /  FileMaker  /  April 30th, 2021

Surveys For Success: Global Spine Outreach

DB Services is continuing the Surveys for Success program by donating to Global Spine Outreach for every customer survey received. The Surveys for Success program chooses a non-profit organization each quarter, and for each survey received during this time, $25 is donated to the chosen organization. Global Spine Outreach provides spinal surgeries to underprivileged children around the world.
Leah Bass  /  News  /  April 22nd, 2021

MuleSoft Composer for Salesforce

MuleSoft Composer for Salesforce is the fastest and easiest way for non-developers to connect third-party applications and data to Salesforce using clicks, not code. No more waiting for developer resources for urgent, high-priority projects; MuleSoft Composer empowers you to build and integrate quickly, without ever leaving Salesforce.
Maria Mark  /  Salesforce  /  April 13th, 2021

FileMaker PandaDoc Integration

Sometimes you need to send a document to be signed virtually. Integrating PandaDoc with your FileMaker solution makes this an easy task. PandaDoc has a robust API that allows you to create, send, and receive documents digitally using the functionality of your FileMaker system to manage the process. This guide will show you how you can begin sending documents. Includes a video and sample file.
Isaac Harris  /  FileMakerFree Downloads  /  April 6th, 2021

Marketing Cloud Connect: View Full Resolution Emails in Sales or Service Cloud

Thumbnails don't always cut it. Sometimes you need the full resolution 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.
Nathan Kiefer  /  SalesforceFree Downloads  /  March 2nd, 2021

FileMaker Slack Integration

With a simple and robust API, Slack is quickly integrated into custom apps of all types, and FileMaker is no exception! Our guide will show you how to send messages to your Slack workspace from FileMaker workflows. Includes a video and a sample file.
Andy Bowerman  /  FileMakerFree Downloads  /  February 16th, 2021

Salesforce Spring '21 Release Highlights

From the all-new MuleSoft Composer to a variety of exciting updates to Salesforce Flows, Salesforce’s new release is packed with great additions! Check out some of these new improvements with Salesforce’s Spring ’21 Release.
Kevin Boehle  /  Salesforce  /  February 3rd, 2021

Marketing Cloud Connect: Syncing Data Back to Sales and Service Cloud

In this article, we review how to expand the capabilities of Salesforce Marketing Cloud Connect to automatically sync any data from Marketing Cloud over to Sales and Service Cloud. Includes a video and sample file.
Nathan Kiefer  /  Salesforce  /  January 25th, 2021

FileMaker Sage Intacct Integration

Double data entry is often the enemy of companies that use both FileMaker and Sage Intacct. In this article, we will demonstrate how you can eliminate the hassle of manually copying the information by integrating your FileMaker solution with Sage Intacct. Includes video and sample file.
Kiyan Allaei  /  FileMakerFree Downloads  /  January 12th, 2021

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"We were actually able to add more features than we thought would be possible within our budget. We always experienced a ‘can do’ attitude and DB Services was incredibly patient and easy to work with."
Courtney Hartman
Art Director
"The new FileMaker custom website interface is very user-friendly and easy to follow for our clients. In addition, it is much faster than the old Instant Web Publishing (IWP) interface. Thank you and all the others who have helped us out at DB Services. I am very grateful for the excellent service you provide us. Its nice to know we can call you for help if we have an issue."
Wayne Capek
President
"We needed a solution that would simplify the administration of our responsibilities under our contract with the State of Indiana. We have seen a dramatic increase across the state in the number of potential foster and adoptive parents that have begun the preparation and training process. This increase has resulted in a significant opportunity for children available for adoption. That’s a big win for everyone! And it’s all because we can refer potential parents to the proper state contacts efficiently and quickly."
Chris Morrison
Executive Director
"Thank you for all of your expertise and valuable help. I am so grateful to have found DB Services."
Linda Findlay
Owner
"Thank you for our new database system. We transitioned from a carbon copy paper based system to a digital database. The software has saved us time and money. We used to archive all our jobs in cabinets, now we can look up a job in seconds from anywhere. The software allows us to easily email estimates to our customers in pdf format. In a year there was a return on investment just from eliminating the purchasing of our carbon forms."
Todd Cartmel
Owner
"The new system allows us to create and track jobs for customers along with inventory, something we had been doing with separate word and spreadsheet files. Because it’s now so intuitive, new staff members are able to begin using the database immediately without our usual training session and ‘cheat sheets’ for getting around within the file."
Tom Andrews
President