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Fundraise with Salesforce.org Elevate

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Free Online Course: Fundraise with Salesforce.org Elevate provided by Trailhead is a comprehensive online course, which lasts for 2-3 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
2-3 hours worth of material
Self Paced
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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