Soapbox Engage Blog

With #GivingTuesday now behind us, it's time for the final end-of-year fundraising sprint for many of us. At the same time, it's planning season for 2018. So while you're filling out your calendar, if you're attending the Nonprofit Technology Conference in New Orleans in April, join us the day before for the first NPSP Day New Orleans!

For now, take a sip of your favorite peppermint mocha, 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. Owning a Managed Package
   Holly Havelka (Breakthrough Collaborative)

   When you're sharing your custom Salesforce code with fellow organizations, where are you storing that data? What are some best practices for multi-org packaging?

2. What is the top thing you would do as a NPSP admin to increase security for your team?
   Rick Dolishny (Junior Achievement of Peterborough Lakeland Muskoka)

   When going from everyone-has-every-key to, well, anything else, what's the best approach to security of your Salesforce org?

3. Tracking Foundation Prospects
   Kiel Stroupe (FairTrade USA)

   If you're just screening potential grant opportunities from prospective foundations, and don't feel the data belongs in an Opportunity object, where are you storing this prospect data?

4. Adoption Manager?
   Michael Kolodner (Spark Program)

   Is there finally a magical feature within Salesforce to guarantee perfect adoption by your users?

5. #GivingTuesday!
   Lizzy Roberts (Salesforce.org)

   Survivors of #GivingTuesday: congratulations! Now, let's share what we learned from another fundraising sprint.

6. Campaign Members Taking Up So Much Storage
   Matt Johnson (Conservation NW)

   Ah, the frustration too many organizations face in the data bloat. What are some best practices to taming the Campaign Member beast?

7. What are the best SFDC auditing tactics?
   Frances Allen (Peer Health Exchange)

   The joy of reconciling and then tracking down donor dollars. How are you making sure that the cash coming into your organization matches the fundraising expectations?

8. Better Than You Found It
   Samantha Safin (Arkus, Inc)

   At some point, you might move on from your organization. Is the rest of your team ready to pickup where you left off in your Salesforce org? Here's how you can prepare your team.

Great Events for the Salesforce Nonprofit Community

1. NPSP Day New Orleans - April 10, 2018
   Ryan Ozimek (Soapbox Engage)

   If you're going to be at the Nonprofit Technology Conference (NTC) in April 2018, make sure to add this NPSP Day to your calendar!

2. LATAM Hub Office Hours - mier, 6 de diciembre @ 12pm MEX
   LATAM Office Hours (LATAM Office Hours)

   El horario de oficina de LATAM tendrá lugar esta semana. Traiga todas sus preguntas relacionadas con Salesforce.

Great Ideas for Nonprofits Using Salesforce

1. Roll up fields on the Recurring Donation Object from related Opportunities
   Alex Groag (Hillel International: the Foundation for Jewish Campus Life)

   Why wait for the daily scheduled roll-ups to calculate when we might be able to have them right away?