PUB Crawl for July 31, 2017

It's incredible to think that last week, a group of people met together in DC and did something extremely productive. I joined a group of non-profit executives and Salesforce.org employees for Expedition Impact, a fantastic new style of event for Salesforce that was less about Salesforce products and more about providing a forum for non-profit best practices.

Expedition Impact NPSP chat

I think in that photo above, one of the new NPSP product managers, Shelly Erceg, is saying, "Ryan, I really like where you mind is for the mapping of all taquerias near our community members, but I think it might be slightly out of scope...maybe it's a perfect community software contribution instead?" I feigned happiness, but inside, was devastated.

The upside, of course, is the chance to see my dream come to reality at the upcoming NPSP Community Sprint in Chicago next week! I'll be reporting live-ish from the venue, so follow me on Twitter to keep up-to-date on everything #NPSPsprint related. Including the burrito locator app. Meanwhile, enjoy your weekly pour of Salesforce knowledge!

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Great Posts from the Salesforce Power of Us Hub

  1. Tracking outcomes/outputs for grants and other funders
    Development Prospect (Prospect Inc)

    After you've finished the post-grant award happy dance (we call it the "PD Dance" here at Soapbox Engage...a penguin for anyone who knows what that is!), you'll want to track your required grant deliverables. How can you do that in Salesforce?

  2. How do other SF users correlate the Close Date required field?
    Gavin Comstock (Save The Waves Coalition)

    Glengarry Glen Ross taught us that coffee is for closers, but when do we record that "closing" with the Opportunity Close Date? When the money comes in the door? When you take that first sip of coffee?

  3. Can someone share best practices for sponsor management in SF?
    Charlie Hockett (Cascade Bicycle Club)

    Organizations have many streams of funding opportunities beyond just donors. How can you track sponsor funding using Salesforce?

  4. Salesforce's GDPR Commitment: Our Guide for the Path Ahead
    Sara Brophy (Salesforce.org)

    Protection of customers' data is Salesforce #1 priority. The General Data Protection Regulation will be going live in Europe in May 2018, and will have major impact on European non-profits. Read on to learn how Salesforce will be complying with these requirements, and helping you in your own compliance.

  5. Engagement Plans + Opportunities
    Janwyn Toy (Janwyn Toy)

    Engagement Plans can be really useful for creating tasks, but what about tracking gifts using Opportunities?

Great Events for the Salesforce Nonprofit Community

  1. [Webinar] How to Raise More Money Without Burning Out with Beth Kanter - Mon, Aug 14 @ 3pm ET
    Tim Forbes (Soapbox Engage)

    Join nonprofit guru Beth Kanter for a life lesson on how to extinguish fundraiser burnout while still making bringing in the donations. It's part strategy, part therapy. BYOCouch.

  2. LATAM Hub Office Hours - mier, 2 de Agosto @ 12pm MEX
    Elena Inurrategui (La Clé)

    Las Horas de Oficina de LATAM tendrán lugar este miércoles (en dos días).

  3. HUB Office Hours - Fri, Aug 4 @ 12pm ET
    Caroline Renard (Technology Interpreter for Arts Groups)

    Aiden Martin and Adam Kramer will kick off August HUB Office Hours with a general Q&A session. All questions are fair game.

  4. EMEA Office Hours - Tue, Aug 8 @ 3pm BST
    Sara Brophy (Salesforce.org)

    EMEA Office Hours are back next week. Salesforce experts will be waiting for any and all questions you may have.

  5. NPSP Day Bozeman - August 15
    Ryan Ozimek (Soapbox Engage)

    Throw on your hiking shoes, pack your water bottles, and get ready for an NPSP Day expedition of knowledge sharing and networking!

  6. Data Model Hangout - Thu, Aug 24 @ 12pm ET
    Katie McFadden (Swift River Consulting)

    Do you eat, sleep, and breathe data models? Join in on an informal chat amongst fellow data lovers.

  7. NPSP Day Boston - September 15, 2017
    Ryan Ozimek (Soapbox Engage)

    In a city known for its leading innovation on all fronts, get ready for a day of NPSP knowledge sharing and networking!

  8. NPSP Day Washington DC - September 19
    Ryan Ozimek (Soapbox Engage)

    Last year was so amazing that we decided to do it again! Mark your calendar for the second NPSP Day in the nation's capital.

  9. NPSP Day Chicago - October 20
    Ryan Ozimek (Soapbox Engage)

    We're bringing the Salesforce non-profit knowledge and training day to the Windy City!

Great Ideas for Nonprofits Using Salesforce

  1. Address Verification Override
    Bruce Steinhardt (Art and Remembrance)

    Are the machines always right? What if, let's say, they make an address mistake? Should humans be able to stop the address verification bots?