PUB Crawl for October 9, 2017

Sometimes, Salesforce and non-profit technology can seem so vast and confusing, the best way to sum up your feelings might look something like this photo from NPSP Day Washington DC.

What we don't know

The good news is that there's a large, open source community ready to share knowledge with you in a variety of ways. I'm gearing up for three NPSP Days in six days, where raw community knowledge comes together in-person. Online, our community has contributors around the world delivering code and documentation to help us all better understand how to use these tools for our organizations' needs.

With Dreamforce only a few weeks away, it's time to gather together and share new ways we can all contribute to our community's success. So if you're going to Dreamforce, hit that reply button and let me know. I've got some fun in store for my PUB Crawl friends at Dreamforce.

Until then, here's your well of knowledge for the week!

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. "Outgoing" vs "Incoming" Campaigns
    John Fine (Hood River County School District Foundation)

    If you're using Campaign hierarchy, you might want to have some best practices for managing the parent Campaign (often where donations are associated) and child Campaigns. Here's some great community insight.

  2. Trailhead Playgrounds with NPSP Pre-Installed
    Michael Kolodner (Spark Program)

    Want to make it easier to use Trailhead playground orgs with the NPSP? Join Michael and others to vote for this in the Salesforce Success community.

  3. Salesforce GDPR Compliance Page
    Sara Brophy (Salesforce.org)

    If you're confused by all the new upcoming privacy regulations in the European Union, here's some information from Salesforce to lend a hand.

  4. Tracking subscriptions and recurring donations
    Sarah Kern (Self Enquiry Life Fellowship)

    When you have a recurring payment that needs to be made that's not necessarily a donation, where would you store this data?

  5. How should we track time-restricted funds?
    Tony Calero (OneGoal)

    Trying to make your development and finance staff happy for multi-year, time-restricted funding can be, let's say, a challenge. Find out what your fellow Hubbers have to say about this particular sticky data situation.

  6. Split Names
    Katie McFadden (Swift River Consulting)

    Life just got a lot easier for all you data import folks!

  7. Monthly expense report app data structure suggestions?
    Michael Kolodner (Spark Program)

    You're tracking the money coming in with Salesforce, but what about the money going out? Here's some ideas from the hive mind.

  8. What do most people use to send thank you letters from Salesforce?
    Anne-Marie Hendrickson (Cafe 1040)

    Saying 'thank you' tends to be a good way to show gratitude to your donors. Here's some tools and strategies for doing this with Salesforce.

Great Events for the Salesforce Nonprofit Community

  1. [WEBINAR] Win New Donors this End-of-Year Fundraising Season with Salesforce - October 26
    Tim Forbes (Soapbox Engage)

    Growing your donor base can be tough. Learn how to win new donors by checking out this webinar.

  2. EMEA Office Hours - Tue, Oct 10 @ 3pm BST
    Julia Whitehead (Giveclarity.org)

    Get ready for the next online gathering of the European, African, and Middle Eastern communities!

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

    Next week is the gathering of community members in Chicago, and there's still a few spaces available. Come join us for this open event!

  4. NPSP Day Portland - October 25
    Ryan Ozimek (Soapbox Engage)

    Don't miss round two of NPSP Day Portland. It was so great the first time around, that we had to bring it back!

  5. NPSP Day San Francisco - October 26
    Marisa Lopez (Presence Product Group)

    Salesforce knowledge + community + burritos = yes! Come join us for a day of community building and knowledge sharing.

Great Ideas for Nonprofits Using Salesforce

  1. Add a Description field to each Trigger Handler record
    Brittany Neale (Traction on Demand)

    We recently shared an idea similar to this for HEDA, and it sounds like it would be useful for the NPSP as well!