How to Guides

How to format phone numbers correctly in Salesf...

Background We are using Service Voice/Amazon Connect and therefore we want all the phone numbers in our Salesforce org to have the same format starting with +61 so that we...

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How to format phone numbers correctly in Salesforce
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
Step 3. Set up Zapier Integration

Step 3. Set up Zapier Integration

Zapier is an integration tool and can be used to integrate Raisely with Salesforce

Step 3. Set up Zapier Integration

Zapier is an integration tool and can be used to integrate Raisely with Salesforce

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
Step 3. Set up Zapier Integration

Step 3. Set up Zapier Integration

Zapier is an integration tool and can be used to integrate Raisely with Salesforce

Step 3. Set up Zapier Integration

Zapier is an integration tool and can be used to integrate Raisely with Salesforce

Read more