How to Guides

September 7, 2021

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

June 23, 2021

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....

June 23, 2021

How to set up Online Giving in Salesf...

Salesforce has no payment gateway or donation processing portal out of the box. This is why I wro...

Some tips for your Donation Landing Page

May 28, 2021

If you already have information about your supporters, you can create unique links that pre-fill information.

May 28, 2021

Some tips for your Donation Landing Page

If you already have information about your supporters, you can create unique links that pre-fill ...

How to get started learning Salesforce from the...

May 9, 2021

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,...

May 9, 2021

How to get started learning Salesforc...

I am going to guide you by introducing you to Trailhead - the fun and easy way to learn Salesforc...

Step 5. How to Build a Flow to Process Data

October 10, 2020

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...

October 10, 2020

Step 5. How to Build a Flow to Proces...

Now that we have captured all the Raisely data into a custom object in Salesforce, we can use a F...

Step 3. Set up Zapier Integration

October 10, 2020

Zapier is an integration tool and can be used to integrate Raisely with Salesforce

October 10, 2020

Step 3. Set up Zapier Integration

Zapier is an integration tool and can be used to integrate Raisely with Salesforce

Step 2. Create a custom object in Salesforce

October 10, 2020

Create a custom object in Salesforce to capture all the essential data fields from Raisely.

October 10, 2020

Step 2. Create a custom object in Sal...

Create a custom object in Salesforce to capture all the essential data fields from Raisely.

4. Prepare the Opportunity Object for the Flow

September 7, 2021

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...

September 7, 2021

4. Prepare the Opportunity Object for...

There are several custom fields from Raisely that we will want to create on the Opportunity Objec...

How to set up Online Giving in Salesforce

June 23, 2021

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....

June 23, 2021

How to set up Online Giving in Salesf...

Salesforce has no payment gateway or donation processing portal out of the box. This is why I wro...

Some tips for your Donation Landing Page

May 28, 2021

If you already have information about your supporters, you can create unique links that pre-fill information.

May 28, 2021

Some tips for your Donation Landing Page

If you already have information about your supporters, you can create unique links that pre-fill ...

How to get started learning Salesforce from the...

May 9, 2021

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,...

May 9, 2021

How to get started learning Salesforc...

I am going to guide you by introducing you to Trailhead - the fun and easy way to learn Salesforc...

Step 5. How to Build a Flow to Process Data

October 10, 2020

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...

October 10, 2020

Step 5. How to Build a Flow to Proces...

Now that we have captured all the Raisely data into a custom object in Salesforce, we can use a F...

Step 3. Set up Zapier Integration

October 10, 2020

Zapier is an integration tool and can be used to integrate Raisely with Salesforce

October 10, 2020

Step 3. Set up Zapier Integration

Zapier is an integration tool and can be used to integrate Raisely with Salesforce

Step 2. Create a custom object in Salesforce

October 10, 2020

Create a custom object in Salesforce to capture all the essential data fields from Raisely.

October 10, 2020

Step 2. Create a custom object in Sal...

Create a custom object in Salesforce to capture all the essential data fields from Raisely.