It’s officially autumn in Washington DC, but the heat certainly makes it feel like the middle of July. That, coupled with the growing lines at my nearby coffee shop for anything pumpkin related, has me thoroughly confused as to the season.
Meanwhile, a group of us braved the heat in DC and enjoyed the second edition of the NPSP Day Washington DC, our first NPSP Day redux. Successful community engagement (and burritos) in the shadow of the US capitol certainly provided a shining moment in DC.
To top off the changing of the seasons, the non-profit community just proudly added a new handful of gurus to the Salesforce MVP mix! So, without further ado, let's keep this knowledge sharing flowing. Grab an iced (pumpkin spice?) latte, and enjoy this week’s PUB Crawl.
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{loadposition blog-ad-pubcrawl}Great Posts from the Salesforce Power of Us Hub
- Why Face-to-Face Salesforce Nonprofit Community Events Matter
Tim Forbes (Soapbox Engage)A public apology has been issued to Kevin Bromer. It's incredible to think what passion User Defined Rollups has caused.
- Updated Video: How to Override a Default Address in NPSP
Bill Florio (New Leaders)Another community video contribution from the NPSP Sprint in Chicago exits the producer's room and into the light of day. Check out this video, upgraded with Lightning goodness!
- Welcome 28 New Salesforce MVPs!
Adam Kramer (RAND Corporation)The nonprofit community is proudly represented by a number of fantastic new Salesforce MVPs!
- Salesforce Winter 18 Filled Lightning Experience Gaps
Justin Edelstein (Arkus)Winter is coming. Check out some key challenges that Winter 18 overcomes with this overview of some great wins for the community.
- Quotas and Forecasting
Trish Perkins (HandyCapable Network, Inc.)Trying to set goals and quotas for tracking your fundraising team's success in Salesforce? Here's some tips and ideas for tracking these data points.
- Reporting of first time givers vs existing for specific fundraising campaign
Debra Van Zegeren (Cutaneous Lymphoma Foundation)Can the power of bucket fields help create a streamlined report for comparing new and existing donors in a campaign?
- RFM Calculation Advice
Laurel Alcantar (Foodbank of Santa Barbara County)If you're looking to step up your marketing game, you might want to measure the relevancy, frequency, and monetary value (RFM) of your donors. Here's a discussion that dives into it in more detail, and shares some strategies for storing this data in Salesforce.
- User Profiles: Standard or Custom?
Tracy Feldmann (Trees Forever)Profiles, and security in general, can be a bit complicated in Salesforce. Even more so when your applications get updated and have new features that need to be made accessible to certain users. What's the best strategy to handle this?
- How to report on donations above $1,000 for any years span over time
Katie McFadden (Swift River Consulting)When you have a rolling window for a time frame, reports can get a bit tricky. How would you tackle this?
- What are everyone's official job titles at their organization?
Sara Monostra (Springboard Collaborative)What's in a name? Or a title? How many martial arts related titles are there in our community?
- Has anyone done a migration from NPowerforce to the current NPSP?
Joan Rutkowski (North Olympic Land Trust)Reaching into the oldie-but-a-goodie bag for this one. If you're an organization that's using the NPowerforce from back in the day, have you made the transition to NPSP? Tips for friends?
- NPSP Day Washington DC 2017 in Photos and Video
Ryan Ozimek (Soapbox Engage)If you missed out on this NPSP Day, you can still relive it with some action shots and video from the event!
- NPSP Day Boston 2017 in Photos and Video
Ryan Ozimek (Soapbox Engage)For those that weren't able to join us in Boston for some intense knowledge sharing in the shadows of dramatic oil paintings and statues, here's a great retrospective in photos and videos!
Great Events for the Salesforce Nonprofit Community
- HUB Office Hours - Fri, Sep 29 @ 12pm EST
Caroline Renard (Technology Interpreter for Arts Groups)This week, the HUB Office Hours special topic will focus on Volunteers for Salesforce. Join Rita Leverett, Stephen Judd, and Kalman Sweetwine for a fun-filled hour of questions and answers!
- NPSP Day Chicago - October 20, 2017
Ryan Ozimek (Soapbox Engage)In the midst of all the second passings through of NPSP Days in cities across North America, we're gearing up for our first stop in the Windy City!
- NPSP Day Portland - October 25, 2017
Ryan Ozimek (Soapbox Engage)In the land of bicycles and great coffee, the community is gathering again for the second edition of the NPSP Day Portland!
- NPSP Day San Francisco - October 26, 2017
Marisa Lopez (Presence Product Group)We're just a month away from another stop on the NPSP Day reunion tour. Join us in the City by the Bay for a day of networking and knowledge sharing!
Great Ideas for Nonprofits Using Salesforce
- Campaign history at account level
Joni Martin (Salesforce MVP)Wouldn't it be fantastic if there was visibility into campaign history not just for Contacts, but for Accounts as well (think households)?
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