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Many companies suffer from the tedious task of manually keeping records up-to-date in Salesforce and FileMaker Pro, which, let’s face it, is essentially doing the same job twice. It doesn’t have to be this way. FileMaker is a powerful, customizable, and cross-platform relational database management system (RDBMS) that allows users to create custom apps to manage and analyze data for various business needs. Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in a centralized and efficient manner. You want the two to integrate? With a FileMaker Salesforce integration, here’s what you can expect.
Does FileMaker integrate with Salesforce? It does! You'll see these results and benefits.
Learn more about using the Salesforce Connector for Claris Connect to smoothly connect FileMaker with Salesforce.
In April the Claris Beyond Meetup had the pleasure of hearing Ann Kiser, of SeedCode,discuss utilizing the Salesforce API for sending data to Claris FileMaker. Her basic introduction was quite valuable - how to activate the API, what settings are required, and the types of calls the API is expecting.
We use best practices when building and deploying custom integrations with FileMaker. Beyond building a customized integration, we provide the following features to guarantee a successful integration. We will:
Perform a security analysis of authorizations necessary for the Salesforce and FileMaker workflow.
Build in automated logging features so that all connections between FileMaker and Salesforce are tracked in an audit log.
Employ proper error capture and alert key administrators or our team where appropriate.
Document the API integration and provide you with a description of how the automated workflow functions, so that any future changes are easy to understand.
At Portage Bay Solutions, we understand the importance of getting it right the first time. We are not just coders; we are problem-solvers who take the time to understand your business and the challenges you face to develop the best solution. We take a holistic approach to your project and provide an end-to-end solution that will revolutionize the way you do business.
Can Salesforce integrate with FileMaker? Absolutely. If you are ready to build your custom FileMaker Salesforce integration, here’s a brief overview of what our process looks like.
You, and all key stakeholders at your organization, will meet with a team at Portage Bay Solutions to plan the desired workflow between Salesforce and FileMaker.
We will prepare a detailed plan and timeline for you and your team.
Once agreed upon, we will create a development environment, and a sandbox account for Salesforce, and begin the development work.
As soon as a feature is complete, we will alert you and give you access to test the development solution.
We will provide access to our web-based project management system as a transparent way to move the project forward.
After the features are tested to your satisfaction, we will deploy the solution and provide training and needed documentation.
Utilize integration tools like Claris Connect or scripts to automate data synchronization between FileMaker and Salesforce seamlessly.
Yes, integrate FileMaker with Salesforce to update records in real-time, ensuring data consistency across both platforms.
Virtually any data type, including customer information, sales orders, and support tickets, can be synchronized between FileMaker and Salesforce.
Absolutely, automate processes like lead management or order processing by integrating FileMaker with Salesforce, improving efficiency and accuracy.
Choose integration tools or scripts that prioritize encryption and adhere to industry-standard security protocols for FileMaker and Salesforce integration.
Yes, explore customization options within integration tools or scripts to tailor FileMaker and Salesforce integration to specific business needs.
While integration offers seamless synchronization, consider factors like API limits and data mapping requirements for optimal performance.
Rely on support provided by integration tool vendors or engage with experienced developers for assistance and troubleshooting with FileMaker and Salesforce integration. Portage Bay has a dedicated team of Salesforce and FileMaker integration experts, ready to handle any custom integration for you.
Dan Smiley 2024-02-16 Trustindex verifies that the original source of the review is Google. Portage Bay Solutions has been an absolute game-changer for our company's software and technology needs. From the very first interaction, their team demonstrated a deep understanding of our unique challenges and offered innovative, tailor-made solutions that have significantly improved our operations and efficiency. Their expertise spans a wide range of software solutions, ensuring that regardless of the complexity of the problem, they have the skills and knowledge to address it effectively. What sets Portage Bay Solutions apart is not just their technical acumen but their customer service and support. They are incredibly responsive, always ready to assist with any queries or issues that arise. This level of support has been invaluable, giving us the confidence that we have a reliable partner in our corner. Their team exhibits a genuine commitment to our success, taking the time to understand our business goals and aligning their services to help us achieve them. This proactive approach has led to significant improvements in our workflows, productivity, and overall technological capabilities. Moreover, Portage Bay Solutions consistently delivers on time and within budget, which is crucial for planning and financial forecasting. Their transparent communication throughout the project lifecycle ensures that there are no surprises, and we always know where we stand. In conclusion, Portage Bay Solutions has been a pivotal partner for our company. Their blend of technical expertise, customer service, and genuine commitment to our success has made them an invaluable asset. I highly recommend Portage Bay Solutions to any business looking to enhance their software and technology capabilities. Their team is not just a service provider; they are a partner in your success. Tom Halsted 2023-03-10 Trustindex verifies that the original source of the review is Google. We have utilized FileMaker Pro support services from Portage Bay Solutions for many years. They have always responded to our support requests quickly. They have a deep knowledge of our FileMaker Pro tools and systems, resolve our issues and answer our questions in detail, and are great to work with. I highly recommend them. Galen Callahan 2022-10-06 Trustindex verifies that the original source of the review is Google. Portage Bay has helped us develop an extremely efficient and powerful system to grow and operate our Aerospace and Defense machine shop into becoming AS9100 and ISO 9001 certified. I recommend them for not only their experience and professionalism in developing software in general, but also their exceptional organization and project management. Their general business aptitude, through suggestions and feedback, has greatly aimed the project down a very good path. This is a very rare and powerful type of competence that helped us keep focused on the most value added areas, allowing us to stay on budget and on time. Thank you everyone at PBS! Eugenius 2022-08-29 Trustindex verifies that the original source of the review is Google. Our team at Eugenius has had the pleasure to work with Portage Bay on various projects and ongoing support for our mutual clients over the past few years. The team at Portage Bay is wonderful to work with. Their team has excellent customer service, communication and trouble shooting skills. They're always willing to go the extra mile doing a deep dive to resolve any issues that arise. They go above and beyond to develop efficient, secure, custom application solutions for their clients. We look forward to working with them for more years to come. Maria Speer 2021-11-02 Trustindex verifies that the original source of the review is Google. We hired Portage Bay Solutions to bring us from Filemaker 6.0 to 19, we were pretty resistant to change. John, Brandynn and the team did a fantastic hob understanding our requirements and offering solutions that have made our database so efficient. We could not be happier! I HIGHLY recommend them for all your filemaker needs! Harlan Brown 2021-01-29 Trustindex verifies that the original source of the review is Google. Portage Bay Solutions has been a supplier to this division of 3M (Specialty Glass Group, Seattle, WA), for over 25 years. John Newhoff and his team have created Quality Management databases including customized physical property management systems unique to our industry. They have been a valuable partner instrumental to our growth. Carolyn Carmines 2018-12-10 Trustindex verifies that the original source of the review is Google. The team at Portage Bay built us (MEg TV) a rock solid, masterfully constructed database which proved to be intuitive and highly customized to our needs. Good, smart people who can take a complicated, layered set of specs, wrangle it and complete it on time and on budget. What more could you want?? Carla Marsh 2018-12-08 Trustindex verifies that the original source of the review is Google. John and his team at Portage Bay Solutions are exquisitely skilled at Filemaker’s database creation and development. They reviewed my database, collaborated with me on what my end user experience should be, and made some invaluable recommendations on how to get to that optimal end user experience. Portage Bay was easy to communicate with throughout the process and responsive to my company’s needs and requests. They get my highest recommendation! Jo Ollila 2018-11-28 Trustindex verifies that the original source of the review is Google. Portage Bay built a fully customized EMR solution using FileMaker for our group of medical practices. They also developed an iOS app for physicians and patients on FileMaker and finally helped us migrate the EMR application from local servers to AWS. These were all huge undertakings but the team did a tremendous job on all fronts. We have worked with Portage Bay for nearly 10 years and they feel more like an internal partner than an external vendor. We are grateful for the breadth and depth of their FileMaker expertise. David B 2018-11-27 Trustindex verifies that the original source of the review is Google. Working with Portage Bay has been an excellent partnership. They really paid attention to what we asked for and even suggested a few things we hadn’t considered. Their breadth of FileMaker experience is obvious.
