Jump to content
Sign in to follow this  
Richard Carlton

Free Video>>> Migrating from SalesForce to FileMaker

Recommended Posts

https://www.youtube.com/watch?v=OwxUud3Tx9M

 

Download the FileMaker Pro 14 & FileMaker 14 for Mobile Devices Training Videos at http://www.learningfilemaker.com
Please Visit Our Channel: https://www.youtube.com/user/FileMakerVideos 
Please Subscribe While There.

David Barwick, senior engineer at RCC, shares some SalesForce to FileMaker migration tips and tricks.   Recently, some of RCC’s customers have decided to bail on SalesForce, in favor of FileMaker and FM Starting Point.  In this video we’ll cover the big differences in the tools...plus the actual process you need to go through... to migrate from SalesForce to FileMaker.

Richard Carlton Consulting, Inc. provides customized database development services for business, government, and non-profit organizations. Our core competency is FileMaker Pro, where we hold FileMaker's highest certifications. With a team of 27 staff, we are capable of deploying both small and large solutions for a wide variety of customers. We service all modern versions of FileMaker Pro, FileMaker Server, and FileMaker Go (for the iPad and iPhone). We also deploy FileMaker databases to the web, and offer PHP/Web Development, iOS Programming, FileMaker Server Support, and Hosting Services.

http://www.rcconsulting.com/
Please feel free to contact us at support@rcconsulting.com

Looking for FM Starting Point free software download: http://www.fmstartingpoint.com

For More Free FileMaker Videos Check out Http://www.filemakerfree.com

Please Comment, Like & Share All of Our Videos.

Feel Free to Embed any of Our Videos on Your Blog or Website.

Watch a FileMaker Training Review Video Here:
https://www.youtube.com/watch?v=reoBiKXlv54

Follow Us on Your Favorite Social Media
https://www.facebook.com/FileMakerVideos
https://twitter.com/filemakervideos
https://plus.google.com/+FileMakerVideos/videos

Edited by Richard Carlton

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Sign in to follow this  

  • Similar Content

    • By Prasad Khandagale
      We are happy to announce the launch of the next FM Quizilla – Our Flagship product for FileMaker developers to practice for the FileMaker Certification exam. FM Quizilla supports aspiring developers who wish to be FileMaker 18 Certified. LEARN – EXPERIENCE – PRACTICE giving FileMaker 18 certification exam on your phone or tablet.
       
      What FM Quizilla offers?
      Even as FileMaker is reborn as Claris International Inc. and assumed a new brand identity -- MetaSys Software continues to bring to you the latest version , with all the features you have come to expect !
      FM Quizilla has got a well-researched question bank along with questions related to FileMaker 18. Features like Practice test, Historical Analysis, Reviewing Answers, Tracking your progress will all continue to help you with learning and preparation for certification.
       
      How can the users gain more from this app?
      Users can download the trial version of the app and explore all the app features and a limited number of questions.
       
      Note: Those who purchased the previous version of the app – FM Quizillaa for FileMaker 17 and FileMaker 16 can continue to use it.
       
      Happy Learning!
       
      For more info. https://www.metasyssoftware.com/fm-quizilla
    • By everythingFileMaker
      Over a year ago, I started an ambitious project; to develop a FileMaker solution where everything happens on a single screen. It has been much more work than I had anticipated but 8 projects later, it has been defined and refined to the poiint where it is now bulletproof and will work for any solution for any industry.
      On January 3, 2020 I will be releasing NautilusFM to the community under an open source (BSD) license so that anybody and everybody can benefit and learn from it. The release includes a comprehensive ebook with step-by-step instructions and an example file to illustrate all of the techniques and methodologies used; that example file could easily be used as a basis for projects and contains the basis functionality required for every business
      NautilusFM is a framework, a methodology for development.  To read the background story
      www.nautilusfm.com
      NautilusFM is NOT a FileMaker solution although the example file is.
      To find out exactly what NautilusFM is
      http://www.nautilusfm.com/whatis/
      If you have a company or organization and want to find out how NautilusFM can benefit you
      http://www.nautilusfm.com/fororgs/
      To watch a quick tour of the NautilusFM example file
      http://www.nautilusfm.com/videos/
      To get a copy of the completely unlocked and open Example file, please fill out the simple request form
      http://www.nautilusfm.com/example/
      As soon as the file is ready, you'll receive a copy of it via email.
      I'm excited to share it with the community.
    • By 360Works
      360Works Case Study: Sightlines Group Integrates FileMaker and Salesforce using MirrorSync
       
      About Sightlines Group - Improving Organizational Systems and Processes
      Sightlines Group, founded by Chris Barber, works with foundations, community-based organizations, and global technology and banking firms by helping them develop custom software, and by designing and delivering leadership development programs. Sightlines Group works with technical teams or with entire organizations who need to build better relationships with their constituents, track outcomes, research their impact, and tell their story. Furthermore, they provide leadership development and coaching work, including the design and delivery of hundreds of courses to clients including HSBC Bank, Hitachi Vantara, and The Cities for Financial Empowerment Fund.

      FileMaker - The Flexible CRM
      Early on, Chris and his team developed some opinions about the role of customer relationship management (CRM) software, especially for foundations and nonprofits. “Often CRMs box people in and get in the way of adaptation,” says Chris Barber. Sightlines Group works most often with the FileMaker and Salesforce platforms to experience greater flexibility and scalability. FileMaker allows high flexibility, rapid prototyping, and rapid development. Salesforce allows out-of-the-box integration and enterprise scalability.
      The Use Case - Syncing Data Between FileMaker and Salesforce
      The CFE Fund (The Cities for Financial Empowerment Fund: cfefund.org) is a national foundation that helps cities integrate financial empowerment into local government services. Their organization chose the Salesforce platform for its Case Management system which supports Financial Counselors located in cities across the country. First, however, the CFE Fund needed to transform and migrate several years worth of data from a legacy system into Salesforce. Sightlines Group used FileMaker’s rapid development tools to extract data from the legacy system and transform it into Salesforce’s data model. Rather than using traditional migration tools, they reached out to 360Works to see if MirrorSync could allow them to “sync” the data into Salesforce rather than performing a tricky one-time migration. This would allow the migration to happen over time, since data could be migrated to Salesforce, then inspected, and then further transformed from FileMaker, and then synced again to Salesforce.
      The Solution - Using MirrorSync for FileMaker and Salesforce Integration
      Upon first using MirrorSync, Chris and his team at Sightlines Group were pleased to find that they could trust MirrorSync to work reliably under the hood. “MirrorSync worked very well in the background, it has a lot of logic built in. Anyone who has worked with sync, knows that is usually not the case,” recalled Chris. The Sightlines Group team was able to be an important contributor to the use of this Salesforce configuration in MirrorSync for other FileMaker developers by providing helpful experiences they had while working. Chris shared that he was grateful for ongoing efforts from the 360Works team in always taking feedback and turning it around for improvements.
      MirrorSync Provides Seamless Integration
      MirrorSync was able to significantly improve the speed and efficiency in their workflow while accessing data between FileMaker and Salesforce. “Now, we can do this in a snap. We’ll work in FileMaker and watch it sync, using MirrorSync, to Salesforce a moment later. MirrorSync has made a big impact on our work. It's allowed us to merge the best that Salesforce has to offer with the best that FileMaker has to offer," shares Chris. He is very pleased with their new tight integration between FileMaker and Salesforce, he enjoys being able to hook in a variety of web services and have the choice of having them hook to FileMaker or hook to Salesforce.

      Sightlines Group has configured their custom application for The CFE Fund to report back to FileMaker so they can take various actions based on the results in Salesforce, automatically. For example, they now have logic built in for posting to a Slack channel if there is any unexpected behavior within their application. It made their lives so much easier to receive clear information about what's happening back in FileMaker, without it feeling like a bulky add-on.
      MirrorSync Manages Keys
      The feature they enjoy the most is the way MirrorSync manages keys. “It automatically inserts, edits, and deletes child or parent records depending on your architecture. Salesforce keeps its own primary keys, so MirrorSync will take a new record in FileMaker, create a new record in Salesforce, get the Salesforce Id, and write that back to FileMaker, all automatically. If it did not work this way with managed keys, Salesforce would error out as Salesforce has strict key requirements,” reports Chris.
      Final Result: A Complete, Synchronized Custom Application
      MirrorSync is known amongst FileMaker developers to be an automated, customizable, and a fast-working tool. You can set it to sync just certain tables, fields, and records as needed - creating the most customizable synchronization solution. It even does bi-directional synchronization. It's a set-it-and-forget-it solution, and it's very fast. We can enter our data in FileMaker and 30 seconds later it propagates to Salesforce,” says Chris.
      Chris and his team at Sightlines Group are experts in innovation. They work with millions of records in a single solution for The CFE Fund. The technology they choose must be robust enough to handle financial data at a large scale, at all times. Using MirrorSync allowed them to continue building the best possible, most reliable technology solutions for their clientele. “MirrorSync was a lifesaver! We have been using it for about a year now syncing a few million records and 10 tables. It is nearly bulletproof, Chris reports. ”It allows us to get our hands into the data in ways you normally cannot when working with nonprofits. With MirrorSync being bulletproof, we don't have to worry about the syncing, we can step back and treat the application as one: Salesforce and FileMaker.”

      ---

      Contact 360Works for questions or a free 14-day trial of MirrorSync's FileMaker and Salesforce (SQL database) configuration at plugins@360works.com

      Visit the MirrorSync product page!
    • By everythingFileMaker
      https://firesidefilemaker.podbean.com/e/a-conversation-with-claris-part-2/
      This is Part 2 of a 2 part (90 minute) amazing conversation with Rick Kalman, Director of Product Management for FileMaker, and Robert Holsey, Senior Product Manager for FileMaker. Rick and Robert talk about, among other things, Claris Connect, the benefits of acquisition instead of strategic partnerships, save as XML, responsive layouts, Apple's influence, live database development, moving to a web first strategy and changes to the relationship graph. We are very honored that they took so much of their time to talk with us candidly and openly.
      Part 1 was released last Wednesday and has had over 700 downloads. Thanks to all for listening.  Steven Blackwell tweeted that it was an 'Exceptionally significant PodCast' and that 'All #FileMaker developers should listen.' 
      https://firesidefilemaker.podbean.com/e/a-conversation-with-claris-part-1/
      Follow us on iTunes 
      https://podcasts.apple.com/us/podcast/fireside-filemaker/id1473715087?mt=2&app=itunes
      Follow us on Podbean
      https://firesidefilemaker.podbean.com
      or find us on YouTube by searching for Fireside FileMaker
      ~

    • By everythingFileMaker
      Welcome Back Claris - Episode #7
      At the FileMaker Developer Conference last week, FileMaker, Inc. announced they had changed their name to Claris International and purchased Stamplay. This is a bit of déjà vu for anyone who remembers MacWrite, MacPaint and Claris Corporation. It’s a blast from the past that’s been modernized. We’ll share our thoughts on the announcement and even speculate as to what the future holds. Come join us for this exciting new era for FileMaker.
      https://firesidefilemaker.podbean.com/e/welcome-back-claris/
      P.S. This is our 7th episode.  The podcast has already had well over 1600 downloads in just under 3 weeks, so a huge thank you to all of our listeners.  It's getting some great reviews and we would love to hear your thoughts and comments.
      New episodes will be released every Wednesday.  Coming up:
      KISS (Keep it simple stupid)
      FileMaker Certification
      Favorites & Features
      P.P.S. If all goes to plan, a very special episode will be released on August 19.  Stay tuned
      Follow us on iTunes 
      https://podcasts.apple.com/us/podcast/fireside-filemaker/id1473715087?mt=2&app=itunes
  • Who Viewed the Topic

    7 members have viewed this topic:
    sal88  fileman922  OlgerDiekstra  JonnyVirgil  mat101010  Kolbeinn Reginsson  Stuart Moscoe 
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.