How to Guides

How to Leave a Salesforce Org (the Right Way)

Leaving a Salesforce org - whether at the end of a project, a contract, or a job - can be a high-stakes move, both for your professional reputation and the...

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How to Leave a Salesforce Org (the Right Way)
Finish Redirect Button – User Guide

Finish Redirect Button – User Guide

Challenge By default, Salesforce Flows provide only limited navigation options when a user completes a process. The standard Finish button usually returns the user to the screen where the flow...

Finish Redirect Button – User Guide

Challenge By default, Salesforce Flows provide only limited navigation options when a user comple...

Read more
Build a Donation Page in less than 30 Minutes

Build a Donation Page in less than 30 Minutes

Reckon you could build a best-practice donation page and receipt in less than 30 minutes?

Build a Donation Page in less than 30...

Reckon you could build a best-practice donation page and receipt in less than 30 minutes?

Read more
How to Address Fields during Lead Conversion

How to Address Fields during Lead Conversion

In this video, we walk you through the process of mapping lead company fields to the address fields of the primary affiliation associated with a contact in Salesforce’s Nonprofit Success...

How to Address Fields during Lead Con...

In this video, we walk you through the process of mapping lead company fields to the address fiel...

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Demo of our new mobile-optimised volunteer portal

Demo of our new mobile-optimised volunteer portal

We are delighted to introduce our new mobile-optimised volunteer portal built on Salesforce NPSP using Volunteers 4 Salesforce. Volunteers can sign up, edit their information, schedule shifts, and report hours....

Demo of our new mobile-optimised volu...

We are delighted to introduce our new mobile-optimised volunteer portal built on Salesforce NPSP...

Read more
How to create reCAPTCHA keys

How to create reCAPTCHA keys

reCAPTCHA is a free service offered by Google that helps protect websites from spam and abuse. 

How to create reCAPTCHA keys

reCAPTCHA is a free service offered by Google that helps protect websites from spam and abuse. 

Read more
TryBooking - Salesforce Integration Guide

TryBooking - Salesforce Integration Guide

This document was prepared by Eepsita Das and Padmaja Mugundhu Baskaran. TryBooking can upload the details of the bookings made for your events to Salesforce. TryBooking’s integration with Salesforce allows...

TryBooking - Salesforce Integration ...

This document was prepared by Eepsita Das and Padmaja Mugundhu Baskaran. TryBooking can upload th...

Read more
How to Leave a Salesforce Org (the Right Way)

How to Leave a Salesforce Org (the Right Way)

Leaving a Salesforce org - whether at the end of a project, a contract, or a job - can be a high-stakes move, both for your professional reputation and the...

How to Leave a Salesforce Org (the Ri...

Leaving a Salesforce org - whether at the end of a project, a contract, or a job - can be a high-...

Read more
Finish Redirect Button – User Guide

Finish Redirect Button – User Guide

Challenge By default, Salesforce Flows provide only limited navigation options when a user completes a process. The standard Finish button usually returns the user to the screen where the flow...

Finish Redirect Button – User Guide

Challenge By default, Salesforce Flows provide only limited navigation options when a user comple...

Read more
Build a Donation Page in less than 30 Minutes

Build a Donation Page in less than 30 Minutes

Reckon you could build a best-practice donation page and receipt in less than 30 minutes?

Build a Donation Page in less than 30...

Reckon you could build a best-practice donation page and receipt in less than 30 minutes?

Read more
How to Address Fields during Lead Conversion

How to Address Fields during Lead Conversion

In this video, we walk you through the process of mapping lead company fields to the address fields of the primary affiliation associated with a contact in Salesforce’s Nonprofit Success...

How to Address Fields during Lead Con...

In this video, we walk you through the process of mapping lead company fields to the address fiel...

Read more
Demo of our new mobile-optimised volunteer portal

Demo of our new mobile-optimised volunteer portal

We are delighted to introduce our new mobile-optimised volunteer portal built on Salesforce NPSP using Volunteers 4 Salesforce. Volunteers can sign up, edit their information, schedule shifts, and report hours....

Demo of our new mobile-optimised volu...

We are delighted to introduce our new mobile-optimised volunteer portal built on Salesforce NPSP...

Read more
How to create reCAPTCHA keys

How to create reCAPTCHA keys

reCAPTCHA is a free service offered by Google that helps protect websites from spam and abuse. 

How to create reCAPTCHA keys

reCAPTCHA is a free service offered by Google that helps protect websites from spam and abuse. 

Read more
TryBooking - Salesforce Integration Guide

TryBooking - Salesforce Integration Guide

This document was prepared by Eepsita Das and Padmaja Mugundhu Baskaran. TryBooking can upload the details of the bookings made for your events to Salesforce. TryBooking’s integration with Salesforce allows...

TryBooking - Salesforce Integration ...

This document was prepared by Eepsita Das and Padmaja Mugundhu Baskaran. TryBooking can upload th...

Read more