Latest guide
A Simple Way to Make Your Salesforce Users Love You
Here's an easy win if you're looking to give your Salesforce users a little lift this month: roll out the Cosmos Theme.
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Practical, step-by-step Salesforce guides for charity teams.
All guides
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A Simple Way to Make Your Salesforce Users Love You
Here's an easy win if you're looking to give your Salesforce users a little lift this month: roll out the Cosmos Theme.
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SOQL How-To Guide
Learn the fundamentals of Salesforce Object Query Language (SOQL) with practical examples, relationship queries, and real-world use cases to help you get...
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Why Cloning Salesforce Campaign Member Statuses Is a Game-Changer for Recurring Programmes
If your organisation runs recurring campaigns — annual events, monthly webinars, quarterly appeals — you've probably felt the pain of setting up...
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How to Use the "+" Sign in Email Addresses (Email Aliasing)
Many email providers, including Gmail and Microsoft 365 (depending on configuration), support a feature called email aliasing or plus addressing. This technique...
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Automating offline community fundraising
How PANDA built a low-touch, high-care workflow model
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Is Your Nonprofit's Email Landing in Spam? Here's the Fix.
Your donors open an email from you — or they don't. And increasingly, whether they even see it comes down to something...
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How to Build Your Personal Portfolio on Salesforce
Building a Personal Portfolio on Salesforce is a great way to impress prospective employers
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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...
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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...
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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?
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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...
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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,...
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How to create reCAPTCHA keys
reCAPTCHA is a free service offered by Google that helps protect websites from spam and abuse.
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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...
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How to Move a Salesforce Component from an Organisation to Another Organisation using an Unmanaged Package
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...
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How to Implement an App Homepage as the Default Landing Page for Users
Great user experience is crucial for Salesforce adoption. One key strategy for improving user satisfaction is creating a customised and easy-to-use home...
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Solution to Mass Editing Issue in Volunteers for Salesforce (V4S)
Designed by Lakshmi Prabha Subramanian Documented by Jaclyn Liao Volunteers for Salesforce (V4S) offers nonprofits a powerful tool to streamline volunteer management...
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How to manage your Community Fundraising Pipeline in Salesforce
In this quick demonstration, Jessica demonstrates our solution for managing offline community fundraising opportunities. She'll walk you through the process of collecting information,...
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How to create a new Help Ticket from an email
We love this automation that Paula Nunez built - makes our life so much easier. It allows us to quickly create a ticket/case record for...
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New Potential Duplicate LWC for Salesforce NPSP
As of the Spring '24 release (February 24), users can review, choose, and merge potential duplicate contacts efficiently using the NPSP Potential Duplicates Lightning...
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How we use the Volunteers 4 Salesforce Personal Site
In this quick demonstration, Jessica Macpherson from Blaze Your Trail demonstrates show how you can use Volunteers 4 Salesforce together with an...
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How to use the Lightning Email Template Builder
In this brief tutorial by Jessica demonstrates how to create and customise email templates using the Lightning Email Template Builder. Jessie starts...
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How to disable TDTM Trigger Handlers
The Trigger Handler in NPSP (Nonprofit Success Pack) for Salesforce plays a crucial role in efficiently managing trigger execution. It offers...
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Seamlessly Navigate to Contact Merge in Salesforce NPSP
Data cleanliness is crucial for effective operations, and dealing with duplicate Contacts can be a frustrating experience. If you're tired of encountering...
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The Secret Ingredient to Successful Contact Consent Management in Salesforce Nonprofit Success Pack
We are living in a digital world where data protection and privacy laws (such as the General Data Protection Regulation in the European...
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How to use Salesforce Campaign Membership and Reports to produce a deduplicated mailing list
In this short video, Jessica Macpherson from Blaze Your Trail demonstrates how to use Salesforce Campaign Membership and Reports to produce a deduplicated mailing list...
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Features and Benefits of Volunteers 4 Salesforce
Setting up Volunteers 4 Salesforce is one of the many services we offer at Blaze Your Trail.
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Demonstration of a One Off Gift with Raisely, Salesforce and MoveData
In this short video, Jessica Macpherson from Blaze Your Trail demonstrates the integration of Raisely and Salesforce with the MoveData subscription. Jessica starts in...
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Demonstration of a Monthly Gift with Raisely, Salesforce and MoveData
In this short video, Jessica Macpherson from Blaze Your Trail demonstrates how to connect Salesforce and Move Data for managing monthly giving. She starts...
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Demonstration of Gift in Honour or in Lieu with Raisely, Salesforce and MoveData
In this short video, Jessica Macpherson from Blaze Your Trail demonstrates how to make a donation in lieu of a gift. Jessica donates $7 in...
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Explanation of recommended Raisely Donation Form Fields
In this short video, Jessica Macpherson from Blaze Your Trail discusses best practices for donation forms. The key points are to keep the...
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How to build a Raisely Donation Page
Preethi Vijayakumar shares her tricks and tips for setting up a Raisely Donation Page correctly so that you can follow along at...
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How to build a Screen Flow Fault Path
Incorporating a Fault Path with a tailored error message into your Salesforce screen flow introduces a multifaceted advantage that extends beyond simplifying...
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What are ICU locale enhancements?
Saravanan Selvasekaran shares a simple breakdown of the recent Salesforce Spring ‘24 update that's centered around ICU locale enhancements. 🌍Imagine using Salesforce...
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The Ultimate Mailchimp for Salesforce Guide
The Mailchimp for Salesforce App is one of my favourite things, and having implemented this solution for 74 (!!!) customers and trained hundreds...
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How to check who your Salesforce Account Executive Is
If you are not sure who your Salesforce Account Executive is, simply log into Salesforce and look for the App Called Your...
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How to send Mass Emails from the Case List View
Salesforce offers a "SendListEmails" button for sending emails to multiple Leads, Contacts and Campaign Members. However, this feature isn’t available from the Case list...
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How to use Translation Workbench
Written by Amit Arora for the Blaze Your Trail community and other Trailblazers in the Salesforce ecosystem. 🎯 Understanding Translation Workbench: The Translation Workbench is a...
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LIGHTNING AT LAST: Automated Solutions for Lightning Templates with Merge Field
May 2023 Written by G. BEN FRED for the Blaze Your Trail community and other Trailblazers in the Salesforce ecosystem Overview...
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How to build a Salesforce Portfolio, by Stacey Kozak
𝗦𝗻𝗶𝗽𝗽𝗲𝘁𝘀 𝗮𝗻𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 from some recent convo's about 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 as a newbie. These comments came from people who regularly...
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10 tips for your Salesforce Experience Cloud portfolio
Working on your Salesforce Experience Cloud portfolio? Here's a list of ten pieces of feedback I received, and I am currently working...
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How to Manage Contact Communication Preferences with the Salesforce and Mailchimp Integration
Mailchimp’s estimated market share as at January 2022 is around 75%, so it’s the largest mass email tool used by charities and...
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How to create a web-to-lead form with auto response rules
Web forms are a common way for businesses to capture marketing leads on their websites. There are several benefits of using web...
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How to set your Personal Portfolio to Public Access
One of the challenges we set our volunteers is creating their own personal profile, hosted on a Digital Site. One common mistake...
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How to find a great Salesforce Partner
If you're tasked with finding a Salesforce partner for your charity, the process can seem a bit daunting. Here's a straightforward guide...
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Best Practice Donation Forms
Here are our 8 top tips for optimising your donation form: Provide images, descriptions and meaningful dollar handles that make sense to...
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Winter 23 - How to check the impact on your organisation
Have you noticed a change in your Salesforce lately, when you login? Are you seeing a bright orange banner about Enhanced...
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S-Docs Integration with Mass Merge Setup
S-Docs is a generation and e-signature solution that is natively built on the Salesforce platform. Charities can create two fully functional...
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How to send out Tax Statements for Regular Donors
Ricardo Torres, MBA, Bradley Luyt, Akhila Kaladharan and Nidhi Dhal live in Florida USA, Elizabeth Town South Africa, Edinburgh Scotland and Blacktown (Sydney) Australia and...
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How to easily identify your Regular Givers
The new “Sustainer” field indicates if an Account or Contact is an active, lapsed, or former recurring donor.
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How to generate Tax Statements this Tax Time
Because many supporters give often and sometimes via different channels it can be a huge challenge getting the data consolidated for Tax...
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Some tips for your Donation Landing Page
If you already have information about your supporters, you can create unique links that pre-fill information.
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Vishnu's Story - from Volunteer to Developer
This is the story of Vishnu's journey with St Kilda Mums, which helped her secure job in Salesforce ecosystem. "I heard regarding St...
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Setting up an Amazon Connect Softphone
So the best thing that happened last month is that we worked out how to use Amazon Connect software with our Salesforce org - and set...
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What if I told you that you could build an entire website from your phone?
We’re all operating in a world of tight budgets, no sector more so than charities and not-for-profits. So what if I told...
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Impact, in their words.
Here's what the organisations we work with have to say.
This project drastically improved our efficiency and systems for coordinating all of our operations and stakeholder management.
Blaze Your Trail’s tailored system has streamlined our support staff’s ability to record sessions and track progress, enhancing our impact evaluation and resource planning with reliable, up-to-date data.
Blaze Your Trail was an outstanding partner, ensuring our Salesforce project was delivered successfully and aligned with our strategic objectives.
