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...
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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 moreSome tips for your Donation Landing Page
If you already have information about your supporters, you can create unique links that pre-fill ...
Read moreHow to get started learning Salesforc...
I am going to guide you by introducing you to Trailhead - the fun and easy way to learn Salesforc...
Read moreStep 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...
Read moreStep 3. Set up Zapier Integration
Zapier is an integration tool and can be used to integrate Raisely with Salesforce
Read moreStep 2. Create a custom object in Sal...
Create a custom object in Salesforce to capture all the essential data fields from Raisely.
Read more4. Prepare the Opportunity Object for...
There are several custom fields from Raisely that we will want to create on the Opportunity Objec...
Read moreHow 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 moreSome tips for your Donation Landing Page
If you already have information about your supporters, you can create unique links that pre-fill ...
Read moreHow to get started learning Salesforc...
I am going to guide you by introducing you to Trailhead - the fun and easy way to learn Salesforc...
Read moreStep 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...
Read moreStep 3. Set up Zapier Integration
Zapier is an integration tool and can be used to integrate Raisely with Salesforce
Read moreStep 2. Create a custom object in Sal...
Create a custom object in Salesforce to capture all the essential data fields from Raisely.
Read more