PUB Crawl for January 23, 2017

A presidential inauguration. A march (or two, or hundreds). January sure decided to bring it this year in our hometown of Washington DC. As the red and pink hats depart DC, you might think the energy is departing the nation's capital. Oh, my friend, there's much work just getting starting.

Whether you're exhausted or fired up from this weekend's events, take a moment to sit back with this week’s PUB Crawl and slip away into a world where the debate is about counting the number of new features coming soon for the NPSP. Or bugs squashed in the next NPSP release. Or burritos consumed by yours truly in 2016. Seriously, take a moment to recharge the batteries with a cup of coffee and healthy spoonful of Salesforce knowledge.

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. How to manage in memoriam donations
    Catherine McLeod (Novita Children's Services)

    When someone takes the time to make a donation in memoriam, you need to make sure you record it properly. I give you a fantastic overview of how to do this right, by Debra Van Zegeren.

  2. Partial Soft Credits vs Soft Credits
    Greta Bloyd (Tiny Hands International)

    Don't let one person take all the credit! Knowing who to give credit to is almost as important as the donation!

  3. Are native Salesforce duplicate management rules on the roadmap for NPSP Import tool?
    Chad Harris (Sacred Heart Community Service)

    Complex is a word you never want to hear...unless your looking for complex duplicate management rules. Will the NPSP import tool support sophisticated blocking of dupes?

  4. Contact merge not combining household members
    Elise Cope (Rainier Valley Food Bank)

    Merging families in real life is hard enough, and trying to merge households in the NPSP is, let's say, not always the easiest process. But there's good reason for it. Learn more about the difference between Contact merging and Household merging.

  5. Pulling a list with multiple groups of contacts
    Tommy Good (Last Mile Health)

    Having too many contacts is rarely a bad thing for your organization...except maybe when it comes to organizing them. Here's some strategies for getting all your contacts lined up neatly.

  6. Is the NPSP 2 Relationship package on AppExchange still viable?
    Barbara Christensen (Percolator Consulting)

    Just because you're not able to take advantage of the full NPSP v3 doesn't mean you need to be left totally in the dark. Here's an example of using a key feature of the NPSP in a non-NPSP org.

Great Events for the Salesforce Nonprofit Community

  1. NPSP Community Sprint - March 21-22
    Ryan Ozimek (Soapbox Engage)

    Ready...set...go! Grab your running gear and register for next NPSP Community Sprint in Baltimore on March 21-22.

  2. NPSP Day Minneapolis - February 24, 2017
    Ryan Ozimek (Soapbox Engage)

    Heat up your February with the NPSP Day Minneapolis! Get yourself a hot coco while networking, learning, and sharing knowledge about the NPSP!

  3. Salesforce TLS 1.0 Disablement Webinar - January 24 @ 10am ET
    Alicia Schmidt (Salesforce.org)

    If you are feeling a little more than dazed and confused about TLS 1.0 Disablement, tune into the Salesforce webinar on Tuesday January 24th! The Salesforce team is looking to help you prepare for the new changes!

  4. HUB Office Hours - Fri, Jan 27 @ 12pm ET
    Caroline Renard (Technology Interpreter for Arts Groups)

    Don't miss out on the last Hub Office Hours of January! Get ready for the fantastic panel of Kim Schaefges, TJ Warfield, and Nick Lindberg to answers for your burning questions!

Great Ideas for Nonprofits Using Salesforce

  1. Only create an outstanding balance on won opportunity records
    Richard Houston (Rare)

    If you're looking to track the amount of gifts you've already confirmed are coming your way, the amount outstanding field might be a little misleading since it includes gifts still in progress. Here's an idea to redefine this a bit.