How to Guides

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...

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How to Address Fields during Lead Conversion
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 Move a Salesforce Component from an Organisation to Another Organisation using an Unmanaged Package

How to Move a Salesforce Component from an Orga...

Dani Bragau wrote this step-by-step guide to show you how to Move a Salesforce Component from an Organisation to Another Organisation using an Unmanaged Package. This guide focuses on Flows but...

How to Move a Salesforce Component fr...

Dani Bragau wrote this step-by-step guide to show you how to Move a Salesforce Component from an ...

Read more
Phone Trigger for NPC

Phone Trigger for NPC

  Due to the increased integrations available in Salesforce, proper formatting of phone numbers is more important than ever. This allows us to utilise dialling functionality directly from the record...

Phone Trigger for NPC

  Due to the increased integrations available in Salesforce, proper formatting of phone numbers i...

Read more
How to Implement an App Homepage as the Default Landing Page for Users

How to Implement an App Homepage as the Default...

Great user experience is crucial for Salesforce adoption. One key strategy for improving user satisfaction is creating a customised and easy-to-use home page on every Application you create. When users...

How to Implement an App Homepage as t...

Great user experience is crucial for Salesforce adoption. One key strategy for improving user sat...

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
How to Move a Salesforce Component from an Organisation to Another Organisation using an Unmanaged Package

How to Move a Salesforce Component from an Orga...

Dani Bragau wrote this step-by-step guide to show you how to Move a Salesforce Component from an Organisation to Another Organisation using an Unmanaged Package. This guide focuses on Flows but...

How to Move a Salesforce Component fr...

Dani Bragau wrote this step-by-step guide to show you how to Move a Salesforce Component from an ...

Read more
Phone Trigger for NPC

Phone Trigger for NPC

  Due to the increased integrations available in Salesforce, proper formatting of phone numbers is more important than ever. This allows us to utilise dialling functionality directly from the record...

Phone Trigger for NPC

  Due to the increased integrations available in Salesforce, proper formatting of phone numbers i...

Read more
How to Implement an App Homepage as the Default Landing Page for Users

How to Implement an App Homepage as the Default...

Great user experience is crucial for Salesforce adoption. One key strategy for improving user satisfaction is creating a customised and easy-to-use home page on every Application you create. When users...

How to Implement an App Homepage as t...

Great user experience is crucial for Salesforce adoption. One key strategy for improving user sat...

Read more