Soapbox Engage Blog

Today is the first anniversary of the PUB Crawl, and I couldn't be more satisfied than to be writing it alongside individuals I've been honored to serve alongside in our Salesforce non-profit sector. The PUB Crawl was started to fill a gap I saw in our community's knowledge sharing. Others feel the same way about other areas in our community. Now it's time to combine our talents and take this vision further.

At the Goat Farm Retreat (it's a long story) this weekend in California, a group of dedicated individuals from across the US designed a plan to find and fill gaps in the non-profit Salesforce ecosystem. There's too much to cover in a PUB Crawl intro, so if you see any of the folks in the photo below at Dreamforce, ask them "what's up with this Goat Farm Retreat?"

Then, get ready to have your mind blown.

I'm excited to see this natural evolution within our ecosystem, and look forward to continuing to share more as we have a chance to collaborate with each other, and you, more. We're ready to help every organization leverage this technology to be successful.

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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Great Posts from the Salesforce Power of Us Hub

1. The Solution Exchange Beta is here!
   Anne Young (Salesforce.org)

   If you've ever thought, "I can't possibly be the first person to have to do this," there's now a great home of knowledge sharing for you to leverage in the Power of Us Hub.

2. Dreamforce 16 Welcome Kit for Nonprofit and Higher Ed
   Alicia Schmidt (Salesforce.org)

   Everything you need to know as a non-profit for Dreamforce in one fantastic PDF. If you need directions to the nearest burrito, just ask someone in a Soapbox Engage t-shirt.

3. NPSP Sprint produces even more great documentation
   Jon Michael Varese (Salesforce.org)

   Provide open source collaboration a space, and watch the magic happen. Jennifer Thall of Heller Consulting rewrote some tricky docs on customizing NPSP Relationships that's worth reading.

4. Snapshot reports - totally lost
   Marina Shuman (Banfield Foundation)

   If you don't know Barbara Christensen, you should. When I find a post that takes a complex subject and simplifies and humanizes it, I can't help but highlight it. Snapshot reports are demystified by Barbara in one concise, amazing read. Enjoy!

5. How to create a random list of clients with a certain attribute
   Annette Higgins (HOPE)

   Randomness is useful for a number of functions, such as a lottery system and determining the type of burrito to order. It also has much more noble causes, like serving the homeless, which Annette is trying to tackle using Salesforce and random samples.

6. Price book considerations with discounts
   Kai Williams (International Wildlife Rehabilitation Council)

   Pricebooks can be really useful, but also really confusing when trying to tackle all the ways one item can be priced for different buyers. Learn how you can tackle this challenge using standard Salesforce Products and Opportunities.

7. Post Dreamforce report?
   Lucas Veldhuis (Alaska Conservation Foundation)

   Dreamforce is so overwhelming, it's impossible to sum it up alone. But what if you had the power of the community to help you build a report of what was shared at Dreamforce? Learn how you can contribute to a post-Dreamforce report for the non-profit community.

8. Expo pass for Dreamforce. What can I/ should I do to make the most of it?
   Eric Henderson (Ella Baker Center for Human Rights in California)

   Even if you don't have a full pass to Dreamforce this year, you still have an opportunity to collect great ideas and network at this massive event!

Great Events for the Salesforce Nonprofit Community

1. HUB Office Hours experts at Community Powered Circles of Success
   Caroline Renard (Technology Interpreter for Arts Groups)

   Want to supercharge your Dreamforce lunch with some knowledge? Pick up some food and join your HUB Office Hours experts in the Hilton Plaza Ballroom on Tuesday and Thursday at 12PM, and Wednesday at 11AM.

2. NPSP Day San Francisco - October 28
   Ryan Ozimek (Soapbox Engage)

   Get ready for a full day of knowledge sharing, networking, and training on the NPSP right in the heart of San Francisco! Register today for NPSP Day San Francisco: http://www.npspday.org/events/san-francisco

3. The Engagement Party
   Ryan Ozimek (Soapbox Engage)

   This is the one party I make sure to attend every Dreamforce to meet with my community of non-profits, partners, and B Corporations. Join me in celebrating another year of success in our community!

Great Ideas for Nonprofits Using Salesforce

1. Rollup of individual household member preferences to household
   Cindy Gavelek (Confluence Corporation)

   Often times, the preferences of an individual Contact set the preference of a Household. Imagine a "do not contact" request made by a Contact. That likely should also be followed by the Household. Here's a great idea tackling this type of request in a quick manner.

That's all for this week! Did I miss something? Have any tips or suggestions? Send all tip jar suggestions to me at cozimek@picnet.net.

Keep soaking up the goodness!

Your barkeeper,
Ryan