Fundraise with Salesforce.org Elevate
Offered By: Salesforce via Trailhead
Course Description
Overview
Learn how to collect and process donations with Salesforce.org Elevate.
- Engage donors and process payments with integrated fundraising tools.
- Configure Giving Pages to integrate online donations with your Salesforce org.
Syllabus
- Salesforce.org Elevate for Fundraising and Advancement
- Meet Elevate
- Enter Donations in Salesforce
- Set Up Giving Pages in Elevate
- Experience Elevate
- Salesforce.org Elevate Giving Pages for Fundraising
- Customize Page Settings
- Configure Donation Settings
- Add Donor Information Fields and Customize Confirmation
- Review and Publish the Giving Page
- Copy and Customize an Existing Giving Page
Tags
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