| Course | |||||
|---|---|---|---|---|---|
 | Beginner Payments and the systems that make them possible are unfamiliar to most of us beyond what we personally use day to day. In this course, we take you through a high-level view of the world of payments, the common challenges business have with... | ||||
 | Beginner In this course, we briefly introduce FinDock, key concepts and terminology. Then we walk through a simple installation of FinDock. This course requires basic Salesforce admin knowledge and assumes you have a developer or sandbox org. If you run... | ||||
 | Beginner This course is a continuation of Getting Started with FinDock. We'll take quick look at payment methods and payment processing, and then show you how to collect your first Stripe test payments using FinDock Giving Pages. If you run into technical... | ||||
 | Intermediate Bacs Direct Debit, a popular payment method in the UK, is natively supported by FinDock. This course introduces the Bacs options with FinDock and shows you how the FinDock native support, Bacs Manual, works. If you run into technical issues with... | ||||
 | Intermediate With FinDock, Salesforce becomes a central repository of customer payment data. Making sure this data matches the information at the bank or PSP is the primary goal of FinDock’s reconciliation capabilities. This course provides a detailed... | ||||
 | Intermediate This course introduces you to online payments, typical challenges, and how FinDock solves those challenges. We then take you through the key technical aspects of the FinDock Payment API and how to support custom front-end integration projects. | ||||
 | Intermediate This course takes you through preparing, building and publishing FinDock Giving Pages. Ideal for many donation and other nonprofit use cases, Giving Pages is available with all FinDock installations.
If you run into technical issues with... | ||||
 | Intermediate This course introduces you to the essential, and variable, aspects of recurring payments. We then take you through how FinDock manages recurring payments and how to collect them using payment schedules.
If you run into technical issues with... | ||||
 | Intermediate Inbound payment data takes many forms with essential details as well as nice-to-have information. In this course, we show you how to use Guided Matching to reconcile inbound payment data. This course assumes you have a solid understanding of... | ||||
 | Intermediate FinDock has out-of-the-box features catering to nonprofits and integrates with Salesforce industry solutions like Nonprofit Cloud (NPC) and its predecessor Nonprofit Success Pack (NPSP). In this course we look at how these conncectors work and... |
