How to Guides

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

Introduction Our probono client Baby Give Back is a Charity in Queensland that provides free material aid to families in need in the South East of the state.  With warehouses...

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How to Schedule a Triggered Flow to Update Case Priority
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
Some tips for your Donation Landing Page

Some tips for your Donation Landing Page

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

Some tips for your Donation Landing Page

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

Read more
How to get started learning Salesforce from the very beginning

How to get started learning Salesforce from the...

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,...

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...

Read more
Step 5. How to Build a Flow to Process Data

Step 5. How to Build a Flow to Process Data

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...

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...

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
Some tips for your Donation Landing Page

Some tips for your Donation Landing Page

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

Some tips for your Donation Landing Page

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

Read more
How to get started learning Salesforce from the very beginning

How to get started learning Salesforce from the...

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,...

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...

Read more
Step 5. How to Build a Flow to Process Data

Step 5. How to Build a Flow to Process Data

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...

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...

Read more