Soapbox Engage Blog

After cleaning up all of the confetti post-PUB Crawl 100, I decided I needed to go for a marathon run. That was a ridiculous idea. The photo below is from the run. Really. Maybe just celebrating with a bottle of champagne could have been a better idea.

As I'm trying to act like my new limp is just a cool new stride, it seems that the Salesforce community went into overdrive for this week's content. At the same time, I'm gearing up for NPSP Day Boston this Friday, and NPSP Day Washington DC next week, so I'm going to hobble out of your way and deliver one of the biggest PUB Crawl editions ever.

So, sit back, relax, and check out all the goodness from the community!

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. New nonprofit Trailhead module: Salesforce Basics for Nonprofits
   Jon Michael Varese (Salesforce.org)

   Shout out to all the community contributors who made this new Trailhead possible! Fun fact: this was born at the NPSP Community Sprint in Baltimore. Another prime example of what can be built when our community works together.

2. How to record a donation that has a partial value?
   Janet Graham (Loving Arms Cancer Outreach)

   When fair market value (FMV) gets into the mix, recording this in your Salesforce Opportunity records can be a bit tricky. What's your approach?

3. 5 Wanted Salesforce Features Ideaexchange Round
   Nitzan Marinov (The Children's Society)

   Feeling the itch to support the community's voice in updates for the Salesforce platform? Check out these key feature requests that come from the entire Salesforce community!

4. Display multiple currencies on Opps?
   Adrianna Carlesimo (Idlewild)

   If your organization has funding that it records in different currencies, you might find yourself running in circles in the world of documentation. Here's a quick short-cut.

5. How to scope a project?
   Doug Elmer (PREP-KC)

   When funding is on the line, it's important to be able to estimate as accurately as possible the scope of your database project. Where does a small organization start? What's the first steps to getting this right?

6. Supercharging your Salesforce Email Templates
   Scott Williams (Embrace Your Data LLC)

   Scott has been posting some fantastic blog posts recently, and this is another in a string of winners. Check out what he's documented to help increase effectiveness with your email templates, including cross-object fields and formulas!

7. How do I do a mass update of GAU Allocations?
   Ed Pashkin (Oregon Humane Society)

   Ever find yourself in the situation where you've assigned Opportunities and GAUs to the wrong Campaign? Think you've got hours of manual data changing? Actually, here's a little plan of attack for saving a lot of time!

8. Types of contact profiles
   Medha Nanal (Cancer Commons)

   The ol' record typing for Accounts and Contacts is always good to think through. More often than not, Contact record types are not recommended, but what about Account record types?

9. What is the impact of Salesforce Certificate Expiring?
   Rebecca Heald (Bar Pro Bono Unit)

   Many organizations have received alerts from Salesforce that a certificate has expired, but often, trying to figure out why, and what it means, is a struggle. Here's some thoughts on deciphering this challenge.

10. ¡Hagamos que su Salesforce multilingüe!
    Elena Inurrategui (La Clé)

    Ready to make your Salesforce org speak multiple languages? Come listen to Elena's presentation coming up at Dreamforce to help us leverage this in the non-profit community!

11. Engagement Plan VS. Lightning Plans
    Sandy Hunter (Oxfam Canada)

    In case all the naming has got you turned around, here's some thoughts on the Lightning Experience and Engagement Plans.

Great Events for the Salesforce Nonprofit Community

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

   Research shows it can cost ten times more to aquire a new donor than to keep a current one. Learn how to retain you donors more successfully with both strategies and tactics using the NPSP!

2. EMEA Office Hours - Tue, Sep 12 @ 3pm BST
   EMEA Office Hours (EMEA Office Hours)

   EMEA Office Hours are back this week to answer the community's questions from Europe, the Middle East, and Africa! Bring all your questions for this week's panel of Salesforce experts.

3. HUB Office Hours - Fri, Sep 15 @ 12pm EST
   Caroline Renard (Technology Interpreter for Arts Groups)

   Special HUB Office Hours on "Document Merge." Your exceptional hosts for this week will be Nick Lindberg, Michael Slawnik and Joni Martin.

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

   I'm looking forward to seeing everyone this Friday at Harvard!

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

   We're just over a week away from the second edition of the NPSP Day in my backyard. Looking forward to bringing the community together!

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

   Get ready for a second dose of NPSP community goodness in Chicago this year!

Great Ideas for Nonprofits Using Salesforce

1. New NPSP Setting for Opportunity Type on Recurring Donation page
   Evan Ponter (AMERICAN YOUTH HOSTELS INC - 2nd Org)

   If you're looking for a way to set the Opportunity Type value upon the creation of new recurring donation, here's your idea to vote up!