Soapbox Engage Blog

While the January days are dwindling, and that holiday fruitcake in the office kitchen is still incredibly holding strong, it brings a smile to my face to know that we're moving closer to the truly important, lovable holiday near and dear to my heart. Groundhog Day.

I'm counting on Phil not seeing his shadow, because I could use some warm weather here in DC.

As you begin your final days of January, take a moment to grab a large cup of coffee (maybe the holiday blend, if you’re feeling nostalgic) and check out this week’s PUB Crawl. Then, get to Punxsutawney as quickly as possible to help create a massive sunblock over Phil's head.

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 do we track the changes in involvement of our partners at various levels and come out with a number like a success rate or close rate?
   Helen Van Dam (Truckers Against Trafficking)

   Put the yardstick down. Measuring campaign and engagement success in Salesforce just involves a few ideas on the data to collect, how to collect it, and then measuring with reporting. Here's a great example of getting started.

2. The relationship building between Salesforce, non-profits, and implementation partners
   Tracy Kronzak (Salesforce.org)

   It's a bummer when you miss out on a great presentation about creating a healthy relationship between Salesforce, non-profits, and implementation partners. Thankfully, you don't have to trek through a snow storm in Tahoe now to see Tracy Kronzak's presentation!

3. Subsequent payments for recurring donations now post to Salesforce
   Tim Forbes (Soapbox Engage)

   Alright, this one is for the home team, but we're really excited about this new addition in Soapbox Engage we couldn't hold back! If you're tired of manually entering future recurring donations into your Salesforce NPSP experience, your automation dreams have come true.

4. I am super confused by the new Addresses feature. Are there any resources to learn more?
   Missy Longshore (Longshore Consulting)

   With more options and features, it's easy to get turned around a bit in the NPSP address world. Here's your map to understanding the right direction forward.

5. Inactive users - transferring their accounts and contacts to active users?
   Stacy Clinton (Lucile Packard Foundation for Children's Health)

   Is a little spring cleaning needed early this year? Here's a few strategies for tidying up your users and Contacts in Salesforce.

6. NPSP Advisory Board - Meeting Minutes - Jan 10, 2017
   Katie McFadden (Swift River Consulting)

   Get a glimpse of what happens behind the scenes (well technically, for all to hear in real-time!). Enjoy your NPSP Advisory Board Meeting Minutes.

7. End User Training
   Chava Hassan (Primary Care Progress)

   Everyone could use a little extra training to shake the new year cobwebs out and polish up on new features. Check out the Trailhead modules Salesforce Platform Basics and Data Modeling to help you get started, as well as some other resources recommended by the community to turn new users into power users!

8. What is the best way to log meeting notes?
   Nick Rustigian (Adventurers and Scientists for Conservation)

   Pen and paper has become outdated, but you still have to log notes. Learn the best way to capture goodness from your meetings in a variety of difference ways within Salesforce.

Great Events for the Salesforce Nonprofit Community

1. NPSP Day Minneapolis - Feb 24
   Ryan Ozimek (Soapbox Engage)

   Sweater weather is here, but the warm goodness of the Salesforce nonprofit community will be inside at NPSP Day Minneapolis. Come join us for a day of networking, training, and knowledge sharing!

2. NPSP Community Sprint - March 21-22
   Judi Sohn (Salesforce.org)

   Bring your favorite pair of sneakers and your favorite headband, because we're going to be running fast for two days at the Nonprofit Success Pack Community Sprint in Baltimore!

3. Salesforce TLS 1.0 Disablement Webinar - Tue, Jan 31 @ 10am ET
   Anne Young (Salesforce.org)

   Couldn't attend last week's Salesforce TLS 1.0 Disablement Webinar. Don't know your TLS from an ABC? Don't panic! Here's your next shot at learning about this important security area in Salesforce.

4. Marketing for Fundraising: Strategies for the New Year - Tue, Jan 31 @ 2pm EDT
   Amy Bortnick (Salesforce.org)

   Nonprofits could always use a little dose of innovation when it comes to fundraising. Learn how to jump start your organization's fundraising strategies with Salesforce in this webinar.

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

   The first HUB Office Hours of February is upon us. Come with loads of questions for Salesforce superstars Beth Breisnes and Sara Chieco.

Great Ideas for Nonprofits Using Salesforce

1. NPSP Relationships Viewer as Lightning Component
   Michael Beaty (Traction on Demand)

   Think Minority Report meets your Salesforce org. Actually, scratch that. Just the cool tech features. There we go. Imagine that. Here's an idea to bring some slick relationship viewing into a Lightning Component for use in various locations!