Soapbox Engage Blog

I'm coming back down to earth after our Soapbox Engage annual retreat in Lake Tahoe. You can't help but leave an event like this without a sense of eternal optimism, and a feeling that all is right in the world, especially after days of brainstorming a better online world with a group of awesome folks. Letting off some steam by building a cave into a 15' wall of snow was pretty fun, too.

But then your flight back to DC gets canceled.

Just when I thought reality was hitting me over the head with a post-retreat wakeup call, I've been able to take the extra time to meet with fantastic Salesforce non-profiteers in San Francisco, spent time seeing a new puppy, and enjoy what those in SF are currently calling a "oh my goodness, it's actually sunny!!!" day. Not bad, not bad at all.

From our team of eternal optimists to yours, go get 'em. Here's your weekly dose 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!

{loadposition blog-ad-pubcrawl}

Great Posts from the Salesforce Power of Us Hub

1. Training guide for the part-time admin
   Paul Collier (ProInspire)

   Have you ever closed your eyes when learning something new and said to yourself, "I wish that someone would just tell me, clearly, the first steps I need to think about in using this darn tool." Great. Close your eyes, Salesforce admin newbies!

2. Best practice for tracking various mailing groups
   Michelle Miller (Eagle's Nest Foundation)

   So many mailing groups, so little time! The best practices to handle mailing groups can be endless. In a world where you can technically create 400 checkboxes on an object, what's the approach for recording Contact segmentation data?

3. Supporting report filter url hacks in both Lightning and Classic
   Brad Struss (Bigger Boat Consulting)

   When migrating to the Lightning experience, there are many strings to untangle. One is how to handle report URL filter hacks you might have created. Read about this useful technique to make this part of the migration a little bit easier.

4. Display recurring donation data on Salesforce Contacts using User Defined Rollups in the NPSP
   Tim Forbes (Soapbox Engage)

   Here's your recipe for making it easier to track your sustaining supporters on the Contact object using the NPSP User Defined Rollups. Now go make something tasty, would ya.

5. Nonprofit Success Pack v3.92 Released
   Chris Polcyn (Salesforce.org)

   A big update coming your way in NPSP world. A critical fix to an address verification system, affiliation updates, and more!

6. Data Migration Partial vs. Full Loads
   Anne Crawford (KELL Partners)

   Save yourself the heartache of losing tons of data migration hours by following Anne's guide to understanding the value of partial data migration for testing with Salesforce.

7. NPSP Advisory Board - Meeting Minutes - February 22nd, 2017
   Katie McFadden (Swift River Consulting)

   Katie throws on the fan in the smoke-filled NPSP Advisory Board room.

Great Events for the Salesforce Nonprofit Community

1. [Webinar] Convert One-Time Donors to Sustaining Supporters: Strategy, Tactics, and the NPSP - Thur, Mar 16 @ 3pm ET
   Tim Forbes (Soapbox Engage)

   Looking to increase donor sustainability, but not sure where to start? Join us for a webinar to help you keep the revenue numbers moving up throughout the year!

2. NPSP Day Toronto - Apr 19
   Ryan Ozimek (Soapbox Engage)

   The next NPSP day will take place in (drumroll please)...Toronto! This gorgeous city will be our host for a fun day of learning, networking, and training. Register today!

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

   Lace up those shoes, toss on that track suit, it's sprinting time! See you in Baltimore next week.

4. HUB Office Hours (special session on Lightning migration) - Thur, Mar 16 @ 12pm EDT
   Caroline Renard (Technology Interpreter for Arts Groups)

   Join Kim Schaefges, Nick Lindberg, Michelle Regal, Christian Carter, and Judi Sohn for a special extra session on Lightning migration.

5. LATAM Office Hours (en Español) - Mier, Mar 15 @ 11am MEX
   Elena Inurrategui (La Clé)

   ¡Todo Salesforce informacion en español, todo de hora!

6. EMEA Hub Office Hours - Tue, Mar 14 @ 3pm GMT
   Julia Whitehead (Giveclarity.org)

   It's that special Tuesday of the month for the EMEA Hub Office hours!

7. HUB Office Hours (special session on DLRS) - Fri, Mar 17 @ 12 EDT
   Caroline Renard (Technology Interpreter for Arts Groups)

   Mark your calendars for a special HUB Office Hours session on declarative rollup summaries (DLRS). Let Andy Fawcett, Beth Breisnes, and Warren Wade teach you everything you need to know!

Great Ideas

1. More Automation for GAU Allocations
   Sara Metheny (Idealist Consulting)

   GAUs might initially automate some processes, but what if you change attributes of your Opportunity record? Is it time for further automation?