Digital Transformation Blog

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.

Maria Thompson  /  Salesforce  /  April 25th, 2025

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!

Mark Lurton  /  Salesforce  /  April 24th, 2025

Configuring Microsoft Azure SSO for Claris FileMaker

Setting up Single Sign-On (SSO) with Microsoft Azure for Claris FileMaker enhances security and simplifies user authentication. This guide will walk you through the entire configuration process. Follow these steps to streamline login management and improve access control in your FileMaker application.

Rudy Beer  /  Claris FileMaker  /  April 18th, 2025

Surveys for Success: Coburn Place Safe Haven

DB Services' Surveys for Success program will donate to Coburn Place Safe Haven for every survey received in Q2 of 2025. Coburn Place Safe Haven provides safe housing and support to survivors of domestic violence and their children. 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.

Leah Bass  /  News  /  April 15th, 2025

Salesforce Nonprofit Success Pack (NPSP): Get Started with a Free Trial

Salesforce’s Nonprofit Success Pack (NPSP) is a powerful CRM solution designed specifically for nonprofits, providing tools to track fundraising, manage volunteers, and streamline operations. If you’re considering Salesforce for your organization, the best way to explore its features is through a free trial. Here's how you can set up an NPSP trial org.

Maria Thompson  /  Salesforce  /  April 8th, 2025

Dynamic Saved Searching in Claris FileMaker

Expedite your FileMaker finds with saved searches. This article showcases a dynamic search builder that allows a user to construct Find Mode queries and save them for later use. Follow along with the free demo file and video.

Rudy Beer  /  Claris FileMaker,  Free Downloads  /  March 31st, 2025

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.

Maria Thompson  /  Salesforce  /  March 25th, 2025

Integrating Claris FileMaker With a SQL Database via ESS

We demonstrate how ESS (External SQL Data Source) allows users to connect an existing SQL database to a Claris FileMaker file as an external data source. This grants the user access to many of the functionalities of a standard FileMaker table while also allowing them to continue using the SQL database as they were. Includes sample file and video.

Logan Douglass  /  Claris FileMaker,  Free Downloads  /  February 27th, 2025

How to Auto-Install Claris FileMaker Pro

Learn how to create an executable that can be run on Mac and Windows to set up automatic downloads of Claris FileMaker Pro with specific settings. Includes a video.

Austin Wilson  /  Claris FileMaker  /  February 21st, 2025

Get Access to Claris Studio

Ready to take your FileMaker application to the next level? Discover how Claris Studio can help you leverage the data that drives your business. Claris Studio is the fastest way to build web experiences, enabling you to engage with your audience, improve collaboration, and increase visibility of your most important data - all within the Claris platform. Get Claris Studio now at no additional cost.

Maria Thompson  /  Claris FileMaker  /  February 18th, 2025

How to Eliminate Technical Debt in Salesforce

There are many factors that can affect the quality of the development on your Salesforce org. From increasing complexity to deadlines to lack of technical knowledge, there are many paths that can lead developers to a common pitfall: shortcuts. While shortcuts may solve an issue in the short term, the technical debt they incur can be harmful to your Salesforce org in the long run. We explore technical debt in Salesforce and the many aspects to consider in order to minimize its future cost of production.

Jason Swan  /  Salesforce  /  February 10th, 2025

Workflow Settings in Claris FileMaker

A streamlined workflow system is a powerful tool that can save a lot of time and make a world of difference for your business processes. We explore a way of automating workflows and handling the heavy lifting of tasks while simplifying script schedule tracking and reducing manual errors. Includes demo file and video.

Andrew Bosworth  /  Free Downloads,  Claris FileMaker  /  February 4th, 2025

Claris FileMaker AI Function Calling

Integrating AI models and implementing function calling in FileMaker Pro can elevate an application to include a level of flexibility and dynamic ability that was beyond the scope of imagination just a few years ago. Let's explore how AI function calling is empowering developers to build more sophisticated and intuitive applications in FileMaker. Includes video and demo file.

Grant Gonzalez  /  Claris FileMaker,  Free Downloads  /  January 24th, 2025

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.

Mark Lurton  /  Salesforce  /  January 16th, 2025

Surveys for Success: World Central Kitchen

DB Services' Surveys for Success program will donate to World Central Kitchen for every survey received in Q1 of 2025. WCK is first to the frontlines, providing fresh meals in response to humanitarian, climate, and community crises.

Leah Bass  /  News  /  January 13th, 2025

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