Soapbox Engage Blog

As we dive into a short week of work here in the US, it's good to remember all the things that make us thankful. Wider support of Lightning in Salesforce. The end of the presidential election. NPSP release notes. Burritos.

Let's raise a glass to a fantastic community of Salesforce nonprofiteers, and take a sip of knowledge at the PUB Crawl, shall we?

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. If I get hit by a bus tomorrow, we're screwed...
   Susanna Sharp (Northwest Maritime Center)

   Probably one of the best PUB posts of 2016, with a fantastic discussion that focuses less on vehicle-hits-human scenarios, and more about ensuring the continuity of your organization. I promise.

2. How the h#$% are addresses supposed to work in NPSP?
   Michael Kolodner (Spark Program)

   If Contact and Household address models leave you with headaches, here's your medicine. Less frustration, more happiness.

3. How do the Matching rules on the NPSP Data Import object work?
   Nicholas Grant (Meals-On-Wheels of New Rochelle)

   Incredible as it might sound, nearly all of us came to Salesforce from another database with our data. Crazy, right? Importing all that data isn't always as easy as one might like, but here's some things to keep in mind during the import.

4. Nonprofit Success Pack v3.84 released
   Chris Polcyn (Salesforce.org)

   With all the noise from political pundits these days, it's nice to know that the NPSP now gives gentler, kinder error messages on validation rules. Check out the latest updates in the NPSP.

5. Best Practice for Campaigns: By Year or No?
   Cindy Olnick (Los Angeles Conservancy)

   When tracking campaign success over multiple years, does it make sense to break up these campaigns into years, or just mash them all together into one mega campaign?

6. Lightning transition from Classic
   Bob Bailey (501cTECH)

   Have you jumped into the deep end of the Lightning swimming pool yet? Did you wear floaties? Did you wait until 30 minutes after you ate lunch? These questions and more are answered!

Great Events for the Salesforce Nonprofit Community

1. NPSP Day Philadelphia - December 9, 2016
   Ryan Ozimek (Soapbox Engage)

   The home of the Liberty Bell, the best cheesesteaks in America, and now...an NPSP Day! Come one, come all to the City of Brotherly Love for a day of networking, knowledge sharing, and training on the NPSP.

Great Ideas for Nonprofits Using Salesforce

1. Soft Credit Contact Role on Organization donations based on Primary Contact
   Melissa Barber (North Peak)

   Why should only households get all the credit? Let's allow organizational employees get a soft credit when an Opportunity's Default Opportunity Contact Role is related to their Contact record.

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