Soapbox Engage Blog

Cue the fireworks, it’s the 100th edition of the PUB Crawl! That's right, for 100 consecutive weeks, Salesforce knowledge has been pouring into the inboxes of nonprofiteers around the globe. Sometimes it arrives as a nightcap read, other times it arrives as you're sipping your first cup of coffee. I'm just keeping you on your toes. Regardless of when it's delivered, the goal is the same: increasing your ability to use Salesforce effectively.

My simple reason for starting the PUB Crawl was to ensure we heard directly from those on the frontline delivering knowledge. I wanted to create a reliable aggregator of insight where I could highlight and celebrate incredible individuals and their contributions to the community.

As we cross this milestone together, I hope you enjoy this week's content and wish for it to inspire you to share your gift of knowledge with others. At Dreamforce, a few of us in the ecosystem will be sharing an initiative that will continue to drive innovation and knowledge sharing within our community through a new distributed model of collaboration. I can't wait to see what we can all build together as a grassroots community in service to each other.

In the meantime, a sincere "gracias" to all of you who have been subscribers of the PUB Crawl, be it since yesterday or 2015. I'll keep rolling the PUB Crawl off the assembly line every Monday so long as you keep creating fantastic content in the Hub. Deal?

Alright, grab a beverage of your choosing and enjoy this week's edition of 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. 8 Ways to Keep Givers Giving for Dynamite Donor Retention
   Tim Forbes (Soapbox Engage)

   I'm still rubbing my eyes in disbelief that it's already September. It's time to start putting your giving season strategies to work! Here's our first in a series of tactics to get you pointed in the right direction.

2. Can certain records/data be locked after a certain time period?
   Stephanie Leith (Support Kansas City)

   Want to lock and seal your Salesforce records after a certain time period for cases like reconciliations? Could validation rules lend a hand? Let's check it out!

3. We are new to salesforce and would like to know how other non-profits are backing up their data.
   Gwen Daniels (Northfield Healthy Community Initiative)

   The "cloud" is still running on servers...which can have issues...which means you still need to do backups, amigos! What backup system, strategy, or practice does your organization have in place, and how can you learn from others?

4. Social media tracking - best practices/tips
   Julia Jamnejad (Pacific Council on International Policy)

   Tracking how your community engages with your organization on social media can be extremely helpful...and expensive. Here's some thoughts on how to track this medium more effectively without breaking the bank to make it happen.

5. Automating Campaign Management: Use The Flow, Luke
   TJ Warfield (BrightStep Partners)

   The Campaign Member object in Salesforce is a sneaky little object with all sorts of quirks. TJ shares some great insight (and code) to help you tame this object in automation processes.

6. Salesforce Switch
   Caroline Renard (Technology Interpreter for Arts Groups)

   Last week's awesome HUB Office Hours included some great insights into tools like the Salesforce Switch. Get ready to bring automation under control when you're doing things like data migrations.

7. What is the best way to capture small dollar amount sales that represent donations?
   Mike Chandler (Simi Valley Education Foundation)

   Should every contribution or purchase from your organization have an Opportunity record?

8. What's the best way to schedule appointments that will occur after a time change so that the appointments in Salesforce will remain a consistent time?
   Leslie Whalen (CityLink Center)

   Don't let daylight savings and Salesforce's way of storing appointments cause calendar chaos! Avoid having to manually adjust times with the help of a few tips shared by fellow administrators.

9. How to create a report showing donor retention rate?
   Deanna Aaron (Gary Sinise Charitable Foundation)

   Keeping a solid donor retention rate can really make a difference to your organization's revenue. Check out some community ideas on how to track this important data point.

Great Events for the Salesforce Nonprofit Community

1. [Webinar] Achieve Dynamite Donor Retention with the NPSP - September 21 @ 3pm ET
   Ryan Ozimek (Soapbox Engage)

   Learn best practices and strategies for keeping donor retention numbers high using the NPSP from our fundraising guru Marisa Taylor!

2. NPSP Day Boston - September 15
   Ryan Ozimek (Soapbox Engage)

   It's finally September, which means we're less than two weeks away from this fantastic NPSP Day next week in Boston!

3. NPSP Day Washington DC - September 19
   Ryan Ozimek (Soapbox Engage)

   Here's a great way local DC citizens can have their voices heard in a worldwide community to make a big difference for their own organizations.

4. NPSP Day Chicago - October 20
   Ryan Ozimek (Soapbox Engage)

   We're less than two months away from bringing the NPSP community back together in the Windy City for a day of networking and knowledge sharing!

5. Hub Office Hours - Fri, Sep 8 @ 12pm ET
   Caroline Renard (Technology Interpreter for Arts Groups)

   This week it's the community's higher education focus for Hub Office hours!

6. LATAM Hub Office Hours - mier, 6 de Septiembre @ 12pm MEX
   Elena Inurrategui (La Clé)

   LATAM Horas de oficina esta semana. ¡Que te diviertas!

Great Ideas for Nonprofits Using Salesforce

1. Recurring Donation End Date
   Sara Metheny (Idealist Consulting)

   Bringing in those recurring donations could be a bit easier to track with this one little update to the NPSP.