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Trailhead

Fundraise with Salesforce.org Elevate

Salesforce via Trailhead

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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

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