How to Guides

How to find a great Salesforce Partner

If you're tasked with finding a Salesforce partner for your charity, the process can seem a bit daunting. Here's a straightforward guide to help you navigate it. Where to Start...

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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...

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

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

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...

S-Docs Integration with Mass Merge Setup

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

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, Akhila Kaladharan and Nidhi Dhal live in Florida USA, Elizabeth Town South Africa, Edinburgh Scotland and Blacktown (Sydney) Australia and they are all Blaze Your Trail volunteers. Together they...

How to send out Tax Statements for Re...

Ricardo Torres, MBA, Bradley Luyt, Akhila Kaladharan and Nidhi Dhal 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 generate Tax Statements this Tax Time

How to generate Tax Statements this Tax Time

Because many supporters give often and sometimes via different channels it can be a huge challenge getting the data consolidated for Tax Statements.

How to generate Tax Statements this T...

Because many supporters give often and sometimes via different channels it can be a huge challeng...

Read more
How to find a great Salesforce Partner

How to find a great Salesforce Partner

If you're tasked with finding a Salesforce partner for your charity, the process can seem a bit daunting. Here's a straightforward guide to help you navigate it. Where to Start...

How to find a great Salesforce Partner

If you're tasked with finding a Salesforce partner for your charity, the process can seem a bit d...

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...

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

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

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...

S-Docs Integration with Mass Merge Setup

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

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, Akhila Kaladharan and Nidhi Dhal live in Florida USA, Elizabeth Town South Africa, Edinburgh Scotland and Blacktown (Sydney) Australia and they are all Blaze Your Trail volunteers. Together they...

How to send out Tax Statements for Re...

Ricardo Torres, MBA, Bradley Luyt, Akhila Kaladharan and Nidhi Dhal 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 generate Tax Statements this Tax Time

How to generate Tax Statements this Tax Time

Because many supporters give often and sometimes via different channels it can be a huge challenge getting the data consolidated for Tax Statements.

How to generate Tax Statements this T...

Because many supporters give often and sometimes via different channels it can be a huge challeng...

Read more