How to Guides
How to manage your Community Fundraising Pipeli...
In this quick demonstration, Jessica demonstrates our solution for managing offline community fundraising opportunities. She'll walk you through the process of collecting information, creating leads in Salesforce, converting them into contacts,...
Read moreHow to create a new Help Ticket from ...
We love this automation that Paula Nunez built - makes our life so much easier. It allows us to q...
Read moreNew Potential Duplicate LWC for Sales...
As of the Spring '24 release (February 24), users can review, choose, and merge potential duplica...
Read moreHow we use the Volunteers 4 Salesforc...
In this quick demonstration, Jessica Macpherson from Blaze Your Trail demonstrates show how yo...
Read moreHow to use the Lightning Email Templa...
In this brief tutorial by Jessica demonstrates how to create and customise email templates using ...
Read moreHow to disable TDTM Trigger Handlers
The Trigger Handler in NPSP (Nonprofit Success Pack) for Salesforce plays a crucial role in ef...
Read moreSeamlessly Navigate to Contact Merge ...
Data cleanliness is crucial for effective operations, and dealing with duplicate Contacts can be ...
Read moreHow to manage your Community Fundrais...
In this quick demonstration, Jessica demonstrates our solution for managing offline community fun...
Read moreHow to create a new Help Ticket from ...
We love this automation that Paula Nunez built - makes our life so much easier. It allows us to q...
Read moreNew Potential Duplicate LWC for Sales...
As of the Spring '24 release (February 24), users can review, choose, and merge potential duplica...
Read moreHow we use the Volunteers 4 Salesforc...
In this quick demonstration, Jessica Macpherson from Blaze Your Trail demonstrates show how yo...
Read moreHow to use the Lightning Email Templa...
In this brief tutorial by Jessica demonstrates how to create and customise email templates using ...
Read moreHow to disable TDTM Trigger Handlers
The Trigger Handler in NPSP (Nonprofit Success Pack) for Salesforce plays a crucial role in ef...
Read moreSeamlessly Navigate to Contact Merge ...
Data cleanliness is crucial for effective operations, and dealing with duplicate Contacts can be ...
Read more