How to Guides

TryBooking - Salesforce Integration Guide

This document was prepared by Eepsita Das and Padmaja Mugundhu Baskaran. TryBooking can upload the details of the bookings made for your events to Salesforce. TryBooking’s integration with Salesforce allows...

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TryBooking - Salesforce Integration Guide
How to Move a Salesforce Component from an Organisation to Another Organisation using an Unmanaged Package

How to Move a Salesforce Component from an Orga...

Dani Bragau wrote this step-by-step guide to show you how to Move a Salesforce Component from an Organisation to Another Organisation using an Unmanaged Package. This guide focuses on Flows but...

How to Move a Salesforce Component fr...

Dani Bragau wrote this step-by-step guide to show you how to Move a Salesforce Component from an ...

Read more
Phone Trigger for NPC

Phone Trigger for NPC

  Due to the increased integrations available in Salesforce, proper formatting of phone numbers is more important than ever. This allows us to utilise dialling functionality directly from the record...

Phone Trigger for NPC

  Due to the increased integrations available in Salesforce, proper formatting of phone numbers i...

Read more
How to Implement an App Homepage as the Default Landing Page for Users

How to Implement an App Homepage as the Default...

Great user experience is crucial for Salesforce adoption. One key strategy for improving user satisfaction is creating a customised and easy-to-use home page on every Application you create. When users...

How to Implement an App Homepage as t...

Great user experience is crucial for Salesforce adoption. One key strategy for improving user sat...

Read more
Solution to Mass Editing Issue in Volunteers for Salesforce (V4S)

Solution to Mass Editing Issue in Volunteers fo...

Designed by Lakshmi Prabha Subramanian Documented by Jaclyn Liao Volunteers for Salesforce (V4S) offers nonprofits a powerful tool to streamline volunteer management processes, enhance volunteer engagement, and ultimately make a...

Solution to Mass Editing Issue in Vol...

Designed by Lakshmi Prabha Subramanian Documented by Jaclyn Liao Volunteers for Salesforce (V4S) ...

Read more
How to manage your Community Fundraising Pipeline in Salesforce

How to manage your Community Fundraising Pipeli...

In this quick demonstration, Jessica demonstrates our solution for managing offline community fundraising opportunities. She'll walk you through the process of collecting information, creating leads in Salesforce, converting them into contacts,...

How to manage your Community Fundrais...

In this quick demonstration, Jessica demonstrates our solution for managing offline community fun...

Read more
How to create a new Help Ticket from an email

How to create a new Help Ticket from an email

We love this automation that Paula Nunez built - makes our life so much easier. It allows us to quickly create a ticket/case record for our managed service customers from an email. We...

How to create a new Help Ticket from ...

We love this automation that Paula Nunez built - makes our life so much easier. It allows us to q...

Read more
TryBooking - Salesforce Integration Guide

TryBooking - Salesforce Integration Guide

This document was prepared by Eepsita Das and Padmaja Mugundhu Baskaran. TryBooking can upload the details of the bookings made for your events to Salesforce. TryBooking’s integration with Salesforce allows...

TryBooking - Salesforce Integration ...

This document was prepared by Eepsita Das and Padmaja Mugundhu Baskaran. TryBooking can upload th...

Read more
How to Move a Salesforce Component from an Organisation to Another Organisation using an Unmanaged Package

How to Move a Salesforce Component from an Orga...

Dani Bragau wrote this step-by-step guide to show you how to Move a Salesforce Component from an Organisation to Another Organisation using an Unmanaged Package. This guide focuses on Flows but...

How to Move a Salesforce Component fr...

Dani Bragau wrote this step-by-step guide to show you how to Move a Salesforce Component from an ...

Read more
Phone Trigger for NPC

Phone Trigger for NPC

  Due to the increased integrations available in Salesforce, proper formatting of phone numbers is more important than ever. This allows us to utilise dialling functionality directly from the record...

Phone Trigger for NPC

  Due to the increased integrations available in Salesforce, proper formatting of phone numbers i...

Read more
How to Implement an App Homepage as the Default Landing Page for Users

How to Implement an App Homepage as the Default...

Great user experience is crucial for Salesforce adoption. One key strategy for improving user satisfaction is creating a customised and easy-to-use home page on every Application you create. When users...

How to Implement an App Homepage as t...

Great user experience is crucial for Salesforce adoption. One key strategy for improving user sat...

Read more
Solution to Mass Editing Issue in Volunteers for Salesforce (V4S)

Solution to Mass Editing Issue in Volunteers fo...

Designed by Lakshmi Prabha Subramanian Documented by Jaclyn Liao Volunteers for Salesforce (V4S) offers nonprofits a powerful tool to streamline volunteer management processes, enhance volunteer engagement, and ultimately make a...

Solution to Mass Editing Issue in Vol...

Designed by Lakshmi Prabha Subramanian Documented by Jaclyn Liao Volunteers for Salesforce (V4S) ...

Read more
How to manage your Community Fundraising Pipeline in Salesforce

How to manage your Community Fundraising Pipeli...

In this quick demonstration, Jessica demonstrates our solution for managing offline community fundraising opportunities. She'll walk you through the process of collecting information, creating leads in Salesforce, converting them into contacts,...

How to manage your Community Fundrais...

In this quick demonstration, Jessica demonstrates our solution for managing offline community fun...

Read more
How to create a new Help Ticket from an email

How to create a new Help Ticket from an email

We love this automation that Paula Nunez built - makes our life so much easier. It allows us to quickly create a ticket/case record for our managed service customers from an email. We...

How to create a new Help Ticket from ...

We love this automation that Paula Nunez built - makes our life so much easier. It allows us to q...

Read more