Which Guide Do I Need - PosiGive

There are 4 different guides that you may want to utilise at different times. They each contain unique information depending on your situation.

Setup Guide

This is the first guide you will need, and is for when you are first installing PosiGive into your Salesforce org. It will walk you through installing PosiGive into a new or existing org. Go to Setup Guide

Configuration Guide

This guide will walk you through particular settings that you can enable to meet your particular business needs. These settings can always be altered later, but giving it some solid thought at the outset is recommended. Go to Configuration Guide

Reference Documentation

This comprehensive guide provides detailed information on all the assets included in the PosiGive package. You will find a complete list of Objects, Page Layouts, Flows, and other relevant assets that have been specifically designed to cater to your needs. Whether you're a new user or an experienced one, this guide will help you understand the functionalities of each asset and how to utilize them to their fullest potential. . Go to Reference Documentation.

User Guide

This guide serves as a valuable resource for users seeking to maximise their utilization of PosiGive's capabilities. It offers detailed insights and practical tips to help users navigate PosiGive's features with ease and confidence. Go to User Guide