How to Guides

Mobile Phone Trigger

Messaging and phone call integrations like Twilio and Amazon Connect are great for Salesforce, but something that is required to make them work seamlessly is consistent formatting of mobile phone numbers....

Read more
Mobile Phone Trigger
Integrating Raisely with Salesforce.

Integrating Raisely with Salesforce.

Do you want beautiful mobile optimised donation landing pages, with data flowing directly into donation, campaign and contact records in your Salesforce org?

Integrating Raisely with Salesforce.

Do you want beautiful mobile optimised donation landing pages, with data flowing directly into do...

Read more
It's Tax Statement Time!

It's Tax Statement Time!

It's nearly the end of the financial year, which means over in charity land we are preparing to send out Tax Statements.

It's Tax Statement Time!

It's nearly the end of the financial year, which means over in charity land we are preparing to ...

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
Mobile Phone Trigger

Mobile Phone Trigger

Using this solution automatically changes Australian phone numbers to +61 formatting (replacing the zero (0) for landlines and mobile phone numbers). 1300, 1800 and six digit 13 numbers are not...

Mobile Phone Trigger

Using this solution automatically changes Australian phone numbers to +61 formatting (replacing t...

Read more
Integrating Raisely with Salesforce.

Integrating Raisely with Salesforce.

Do you want beautiful mobile optimised donation landing pages, with data flowing directly into donation, campaign and contact records in your Salesforce org?

Integrating Raisely with Salesforce.

Do you want beautiful mobile optimised donation landing pages, with data flowing directly into do...

Read more
It's Tax Statement Time!

It's Tax Statement Time!

It's nearly the end of the financial year, which means over in charity land we are preparing to send out Tax Statements.

It's Tax Statement Time!

It's nearly the end of the financial year, which means over in charity land we are preparing to ...

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