How to Guides

Creating a custom calendar for appointments

If you are running the Cases object or another custom object that results in the need to book appointments, it can be a great idea to create a field that...

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Creating a custom calendar for appointments
How to relate multiple contacts to an event and report on the activity

How to relate multiple contacts to an event and...

You can enable shared activities in your org, so that you can relate up to 50 contacts to an event or a task.

How to relate multiple contacts to an...

You can enable shared activities in your org, so that you can relate up to 50 contacts to an even...

Read more
Salesforce and QuickBooks Integration via Zapier

Salesforce and QuickBooks Integration via Zapier

Prison Network did not have a CRM to manage relationships with their supporters, volunteers, clients and donors, and they had many manual processes.

Salesforce and QuickBooks Integration...

Prison Network did not have a CRM to manage relationships with their supporters, volunteers, clie...

Read more
How to Schedule a Triggered Flow to Update Case Priority

How to Schedule a Triggered Flow to Update Case...

We needed the Priority to be changed automatically as the current date comes closer to the Birth/Due Date. But the priority should not be affected when the case status is...

How to Schedule a Triggered Flow to U...

We needed the Priority to be changed automatically as the current date comes closer to the Birth/...

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How to format phone numbers correctly in Salesforce

How to format phone numbers correctly in Salesf...

We want all the phone numbers in our Salesforce org to have the same format starting with +61...

How to format phone numbers correctly...

We want all the phone numbers in our Salesforce org to have the same format starting with +61...

Read more
4. Prepare the Opportunity Object for the Flow

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...

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

Read more
How to set up Online Giving in 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....

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...

Read more
Creating a custom calendar for appointments

Creating a custom calendar for appointments

A quick guide to creating custom calendars from date/time fields on Salesforce objects, taking the administrative work out of booking appointments.

Creating a custom calendar for appoin...

A quick guide to creating custom calendars from date/time fields on Salesforce objects, taking th...

Read more
How to relate multiple contacts to an event and report on the activity

How to relate multiple contacts to an event and...

You can enable shared activities in your org, so that you can relate up to 50 contacts to an event or a task.

How to relate multiple contacts to an...

You can enable shared activities in your org, so that you can relate up to 50 contacts to an even...

Read more
Salesforce and QuickBooks Integration via Zapier

Salesforce and QuickBooks Integration via Zapier

Prison Network did not have a CRM to manage relationships with their supporters, volunteers, clients and donors, and they had many manual processes.

Salesforce and QuickBooks Integration...

Prison Network did not have a CRM to manage relationships with their supporters, volunteers, clie...

Read more
How to Schedule a Triggered Flow to Update Case Priority

How to Schedule a Triggered Flow to Update Case...

We needed the Priority to be changed automatically as the current date comes closer to the Birth/Due Date. But the priority should not be affected when the case status is...

How to Schedule a Triggered Flow to U...

We needed the Priority to be changed automatically as the current date comes closer to the Birth/...

Read more
How to format phone numbers correctly in Salesforce

How to format phone numbers correctly in Salesf...

We want all the phone numbers in our Salesforce org to have the same format starting with +61...

How to format phone numbers correctly...

We want all the phone numbers in our Salesforce org to have the same format starting with +61...

Read more
4. Prepare the Opportunity Object for the Flow

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...

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

Read more
How to set up Online Giving in 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....

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...

Read more