How to Guides
4. Prepare the Opportunity Object for the Flow
There are several custom fields from Raisely that we will want to create on the Opportunity Object and display on the Donation Record Type Page Layout. Please create the following fields: Business...
4. Prepare the Opportunity Object for the Flow
There are several custom fields from Raisely that we will want to create on the Opportunity Object and display on the Donation Record Type Page Layout. Please create the following fields: Business...
How to set up Online Giving in Salesforce
Salesforce has no payment gateway or donation processing portal out of the box. This is why I wrote this white paper to show you how to connect Raisely with Salesforce....
How to set up Online Giving in Salesforce
Salesforce has no payment gateway or donation processing portal out of the box. This is why I wrote this white paper to show you how to connect Raisely with Salesforce....
Some tips for your Donation Landing Page
If you already have information about your supporters, you can create unique links that pre-fill information.
Some tips for your Donation Landing Page
If you already have information about your supporters, you can create unique links that pre-fill information.
How to get started learning Salesforce from the...
I am going to guide you by introducing you to Trailhead - the fun and easy way to learn Salesforce. All you need is an internet connection and either a computer,...
How to get started learning Salesforce from the...
I am going to guide you by introducing you to Trailhead - the fun and easy way to learn Salesforce. All you need is an internet connection and either a computer,...
Step 5. How to Build a Flow to Process Data
Now that we have captured all the Raisely data into a custom object in Salesforce, we can use a Flow to process the data. Before attempting your first flow, we...
Step 5. How to Build a Flow to Process Data
Now that we have captured all the Raisely data into a custom object in Salesforce, we can use a Flow to process the data. Before attempting your first flow, we...
Step 3. Set up Zapier Integration
Zapier is an integration tool and can be used to integrate Raisely with Salesforce
Step 3. Set up Zapier Integration
Zapier is an integration tool and can be used to integrate Raisely with Salesforce