Soapbox Engage Blog

An amazing amount of community engagement took place this past week, as the NPSP Day West Coast swing was in full effect, sweeping through Portland and San Francisco. Both events saw a growing number of attendees, with NPSP Day San Francisco nearly doubling since last year!

This week, I'm putting the captain's hat in storage, and donning the Goat Farm Foundation cap as we head into Dreamforce. There's a huge world of non-profit technology that could use your brainpower to find and fill gaps in our ecosystem. We're looking to wrangle some of that goodness together at Dreamforce on Tuesday, Nov 7 at 2:30pm at Yerba Buena Gardens Esplanade. Come join us!

If you're heading to Dreamforce, I'd be excited to meet you! Just reply to this email, and let's connect. For now, sit back, relax, and enjoy this week's pour of Salesforce knowledge.

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Great Posts from the Salesforce Power of Us Hub

1. HOW-TO RECIPE: Track Total Giving and Return on Investment with Salesforce Campaign Hierarchies
   Tim Forbes (Soapbox Engage)

   Campaign hierarchies can be a secret sauce to more effectively organizing your fundraising efforts. Here's your step-by-step guide to setting them up for success with the NPSP.

2. NPSP video: Create and Manage Grants
   Melissa Barber (North Peak)

   The videography team is looking for some great use cases and knowledge on grants for their new grant management script.

3. What is the best practice for address imports from another system when the fields don't match?
   Kelyn Klein (American College Health Foundation)

   Importing data from another system when the fields don't match can be a pain. Might it sometimes be better to clean the data after it arrives in Salesforce rather than before?

4. Salesforce.com Certification Guide
   Alicia Schmidt (Salesforce.org)

   This is one of the best, coherent, PDF guides to helping understand the realm of Salesforce certifications. It's a must-read for folks plotting their path to certification success!

5. Nonprofit-specific sessions at DF17!
   Lizzy Roberts (Salesforce.org)

   I have a soft spot in my heart for marketing and communications. Here's a guide to all the marketing-specifc sessions that non-profiteers might be most interested in attending at Dreamforce this year.

6. End of Year Ask Using Campaigns/Households
   Robin O'Brien (Bernie's Book Bank)

   With the holiday giving season beginning (how did that happen so quickly?), how are you helping your board solicit donations from households using Campaigns?

7. Soft credits to accounts
   Stephanie Grabske (Jesse Rees Foundation)

   There's Contact soft credits, but what do you do when you have an Account you want to receive a soft credit?

Great Events for the Salesforce Nonprofit Community

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

   Bring your questions on any Salesforce topic for Hub Office Hours this Friday! Join Sara Chieco, Adam Kramer, and Beth Howard for an awesome hour.

2. LATAM Hub Office Hours - mier, 1 de noviembre @ 12pm MEX
   LATAM Office Hours (LATAM Office Hours)

   El primero del mes significa horas de oficina de LATAM. Trae tus preguntas.

Great Ideas for Nonprofits Using Salesforce

1. Include "post install steps" as an option in Mr. Belvedere
   Michael Kolodner (Spark Program)

   If this lovable butler could just provide post-install setup steps as nicely as he wrapped up every TV episode with a closing thought, we'd be eternally grateful.