How to Guides

How to find a great Salesforce partner

So you are responsible for finding a Salesforce partner for your charity.  Where do you start? Head to Salesforce.org and select Support from the main navigation menu to find the link to...

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How to find a great Salesforce partner
Best Practice Donation Forms

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 your organisation and to your supporter. Offer recurring donation options -...

Best Practice Donation Forms

Here are our 8 top tips for optimising your Donation Form  Provide images, descriptions and mea...

Read more
Winter 23 - How to check the impact on your organisation

Winter 23 - How to check the impact on your org...

Have you noticed a change in your Salesforce lately, when you login? Are you seeing a bright orange banner about Enhanced domains? The Winter '23 Salesforce release is being rolled...

Winter 23 - How to check the impact o...

Have you noticed a change in your Salesforce lately, when you login? Are you seeing a brigh...

Read more
S-Docs Integration with Mass Merge Setup

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 templates without any restrictions. Our Customer needed to mass...

S-Docs Integration with Mass Merge Setup

S-Docs is a generation and e-signature solution that is natively built on the Salesforce platfor...

Read more
How to build a Customer Feedback Survey

How to build a Customer Feedback Survey

Blaze Your Trail volunteer Arvind Ramesh built a Customer Feedback Survey with the Salesforce Survey Builder. This survey will be sent out 90 minutes after every meeting and is anonymous. The survey uses conditional logic...

How to build a Customer Feedback Survey

Blaze Your Trail volunteer Arvind Ramesh built a Customer Feedback Survey with the Salesforce Su...

Read more
How to send out Tax Statements for Regular Donors

How to send out Tax Statements for Regular Donors

Ricardo Torres, MBA, Bradley Luyt, Nidhi Dhal and Akhila Kaladharan live in Florida USA, Elizabeth Town South Africa, Edinburgh Scotland and Blacktown (Sydney) Australia and they are all Blaze Your...

How to send out Tax Statements for Re...

Ricardo Torres, MBA, Bradley Luyt, Nidhi Dhal and Akhila Kaladharan live in Florida USA, Elizabe...

Read more
How to easily identify your Regular Givers

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.

How to easily identify your Regular G...

The new “Sustainer” field indicates if an Account or Contact is an active, lapsed, or former recu...

Read more
How to find a great Salesforce partner

How to find a great Salesforce partner

So you are responsible for finding a Salesforce partner for your charity.  Where do you start? Head to Salesforce.org and select Support from the main navigation menu to find the link to...

How to find a great Salesforce partner

So you are responsible for finding a Salesforce partner for your charity.  Where do you start? He...

Read more
Best Practice Donation Forms

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 your organisation and to your supporter. Offer recurring donation options -...

Best Practice Donation Forms

Here are our 8 top tips for optimising your Donation Form  Provide images, descriptions and mea...

Read more
Winter 23 - How to check the impact on your organisation

Winter 23 - How to check the impact on your org...

Have you noticed a change in your Salesforce lately, when you login? Are you seeing a bright orange banner about Enhanced domains? The Winter '23 Salesforce release is being rolled...

Winter 23 - How to check the impact o...

Have you noticed a change in your Salesforce lately, when you login? Are you seeing a brigh...

Read more
S-Docs Integration with Mass Merge Setup

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 templates without any restrictions. Our Customer needed to mass...

S-Docs Integration with Mass Merge Setup

S-Docs is a generation and e-signature solution that is natively built on the Salesforce platfor...

Read more
How to build a Customer Feedback Survey

How to build a Customer Feedback Survey

Blaze Your Trail volunteer Arvind Ramesh built a Customer Feedback Survey with the Salesforce Survey Builder. This survey will be sent out 90 minutes after every meeting and is anonymous. The survey uses conditional logic...

How to build a Customer Feedback Survey

Blaze Your Trail volunteer Arvind Ramesh built a Customer Feedback Survey with the Salesforce Su...

Read more
How to send out Tax Statements for Regular Donors

How to send out Tax Statements for Regular Donors

Ricardo Torres, MBA, Bradley Luyt, Nidhi Dhal and Akhila Kaladharan live in Florida USA, Elizabeth Town South Africa, Edinburgh Scotland and Blacktown (Sydney) Australia and they are all Blaze Your...

How to send out Tax Statements for Re...

Ricardo Torres, MBA, Bradley Luyt, Nidhi Dhal and Akhila Kaladharan live in Florida USA, Elizabe...

Read more
How to easily identify your Regular Givers

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.

How to easily identify your Regular G...

The new “Sustainer” field indicates if an Account or Contact is an active, lapsed, or former recu...

Read more