Soapbox Engage Blog

Tears of joy have been shed, thank you's have been exhausted, and the confetti has fallen. And that's just the reactions from the Super Bowl party I hosted last night! No matter whose side you were on last night (including the "I just watched the commercials" side), I can't think of a better way to relax today than with a healthy round of knowledge at the PUB Crawl.

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. Learn Salesforce Formulas with Examples
   Corey Snow (Harvard University Information Technology)

   If the Beatles classic "Help" is ringing in your head over and over the chances are you're looking at a formula field. Put on your waterwings and jump into the deep side of the formula field swimming pool in this fantastic blog series.

2. What's the easiest way to limit what a new user can see?
   Meghan Harrison (Resiliency for Life)

   Do you require superpowers to provide invisibility cloaking to your Salesforce data? That just might be revealed in this post!

3. NPSP: Shipping vs. Billing vs. Mailing Address (Importing)
   Steven Schwartz (Christian Churches United Of The Tri-county Area)

   Shipping, billing, and mailing addresses can all get jumbled into one big mess. Before you run to the local post office asking for help, let's see what the community was able to provide.

4. How do you deal with No Mail addresses?
   Joe Blodgett (Family House Inc.)

   Handling the touchy subject of do-not-mail requests can be less than fun. How about we get together and think of a strategy for at least making it easier on all of us?

5. Migrating from Individual Bucket Account Model to Household Account Model
   Zach Wittrock (One Roof Community Housing)

   Are you having trouble switching from the Individual Bucket Account Model over to the Household Account Model? Are you still trying to unpack what a "Individual Bucket Account Model" is? Gather round for one of the best documentation pieces I've seen about this tricky migration process.

6. Can you extend Contact sharing rules to include the relationships of that Contact?
   Tobin Gardner (CityLink Center)

   If you find yourself needing to provide access to both a Contact and all the children related to that Contact, life might seem a bit challenging. You might wonder if such a solution is even possible. And then you meet Beth, and she solves your challenge in one easy post!

7. Assistance with Engagement Plans and Levels implementation in SF Classic version
   Kristin Brenneise (Community HousingWorks)

   If you're still living in a Salesforce Classic world, don't worry, there's still access to all the documentation you need for Engagement Plans and Levels. Here's your flashlight to guide the way through the darkness.

Great Events for the Salesforce Nonprofit Community

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

   Don't worry, the NPSP Community Sprint is not going to have you running a marathon...or even 100m. But, it will have you learning, engaging, and networking with your fellow Salesforce community members.

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

   This California native is hoping for slightly warmer weather than the below freezing temps from his last visit to Minneapolis. That said, I'm becoming a pro at the building tunnels in downtown! Engage with your fellow Salesforce community members over a cup of hot coco and NPSP knowledge.

3. Transform Your Organization With Automation for Nonprofits - Wed, Feb 15, 2pm ET
   Deirdre Doyle (Salesforce.org)

   Grab a virtual seat as Margaret Fako and Michael Slawnik guide you on a tour through the wonderful world of automation.

4. Fundraising in the Age of Trump - Thu, Feb 9 @ 3pm ET
   Tim Forbes (Soapbox Engage)

   Worried where the future of fundraising lies in the era of a new administration. Join Tim as he shines a light in the right direction for 2017 fundraising opportunities.

Great Ideas for Nonprofits Using Salesforce

1. Count pledged memberships as members
   Steve Berley (Cat Town)

   Just because your members are paying you over time doesn't mean that they shouldn't be allowed to be counted as active members, right? Here's an idea to provide some nuance to membership counting.