Soapbox Engage Blog

At this point, my body has completely given up on trying to know what timezone it's in. Ten days ago, the community gathered in Seattle for the first NPSP in the Emerald City. Last week, NPSP Days hit the shores of Europe! I started the week at the NPSP Day in Amsterdam where I met with talented Salesforce friends from the Netherlands, Czech Republic, Belgium, and the US. Filled with Salesforce knowledge and stroopwafels (which I'm declaring the current official cookie of NPSP Days), I hopped across the channel to London for the Salesforce World Tour and NPSP Day in London.

My concluding thoughts after these events: the NPSP is alive and well in Europe!

As my journey on the other side of the pond has come to a close (for now), I'm turning up my favorite Frank Sinatra songs for the next NPSP Day, and diving into this week’s round up of Salesforce non-profit goodness. Grab a full English pint and join me, woudl ya?

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Great Posts from the Salesforce Power of Us Hub

1. How To: Create a Next Recurring Ask Amount field in Nonprofit Success Pack
   Tim Forbes (Soapbox Engage)

   You're only 5 short minutes away from being able to more effectively track and personalize your sustaining donor fundraising appeals with this recipe.

2. Best Data Archive Solutions?
   Heath Parks (Cincinnati Works)

   Looking for ways to put some old data on ice but still have access to it? Here's a discussion on some solutions.

3. NPSP vs HEDA
   Carla Reihe (University of South Dakota)

   The nuance of determining the right data model for relationships between master-detail and lookup might seem minimal, but the impact can be big. What's right for your org?

4. 12 Formulas for Calculating Next Ask Amount in the Salesforce Nonprofit Success Pack
   Tim Forbes (Soapbox Engage)

   Too exhausted by all the ways you could possibly track donor data and just need someone to hand you some ideas on a silver platter? Done!

5. Trailhead Favorites
   Alicia Schmidt (Salesforce.org)

   Like a highlighter on your hiking map, here's an easy way to track the Trailhead trails you want to come back to in the future!

6. Permission Sets in A Lightning World
   Justin Edelstein (Arkus, Inc)

   Justin and team have had a long-term appreciation for Permission Sets. As more organizations adopt Lightning, learn how this can impact this important admin security feature.

7. Managing Outgoing Grants
   Lisette Ruiz (Team National Hope Foundation)

   If you can track money coming in, can you also track money going out in the NPSP?

8. What stages do you use for grants?
   Sonia Lilani (The Greenlining Institute)

   Tracking stages for grants makes it easy to ensure you're able to automate tasks and keep tabs on your progress. What are some best practices for naming these stages?

Great Events for the Salesforce Nonprofit Community

1. HUB Office Hours - Fri, May 26 @ 12pm EST
   Caroline Renard (Technology Interpreter for Arts Groups)

   Join Susan Sparks and Jason Cook to discuss this months special HUB Office Hours topic: Salesforce and accounting systems.

2. NPSP Day New York - Jun 23
   Ryan Ozimek (Soapbox Engage)

   After stops in Amsterdam and London, NPSP Days will jump back to the other side of the pond to the Big Apple!

3. NPSP Community Sprint in Chicago - Aug 8-9
   Judi Sohn (Salesforce.org)

   The Windy City plays host to the next NPSP community sprint!

Great Ideas for Nonprofits Using Salesforce

1. Bulk Data Process to Create Address Records
   Anne Crawford (KELL Partners)

   There's at least one situation in which a household address might not be created. Wouldn't it be nice to easily be able to check for those, and then automatically update them?