Soapbox Engage Blog

Oh the weather outside is frightful, but this week’s edition of the PUB Crawl is delightful (see what I did there?). It seems that winter has decided to show up here in DC, so the Soapbox Engage penguin has waddled inside our holiday office for the week to warm up.

This week's PUB Crawl is one of our biggest in a while. I guess it's that last-minute crunch heading towards the finish line of 2017's giving season. Grab your hot winter beverage, and hop into the PUB Crawl for last week’s round-up from the Salesforce 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. How-to recipe for creating a Next Recurring Ask Amount field
   Tim Forbes (Soapbox Engage)

   Here's a step-by-step guide to personalizing your year-end appeals directly within the NPSP!

2. Consecutive Years Giving Formula
   Fred Triest (Oregon Humane Society)

   When you're trying to summarize donation values over multiple years, things can get tricky. Here's an epic thread of community members helping each other figure this out.

3. Can NPSP be used for volunteer recruitment?
   Frances Corbett (Thomas Pocklington Trust)

   With Volunteers for Salesforce tracking volunteer shifts is a breeze. But how do you keep track of inbounding new volunteers?

4. Salesforce UX Research program
   Joanna Iturbe (University of Colorado at Boulder, Leeds School of Business)

   Want a hand in designing the future of Salesforce? Sign up for the Salesforce UX Research program and help set the course forward for our community.

5. How to track payments to vendors in Salesforce?
   Esther Mealy (The Nonprofit Partnership)

   Is the Opportunities object the answer for any and all financially related transactions?

6. Is there a best practice for mapping contact fields to the Household Account upon creation
   Shannon Simons (Habitat for Humanity of Michigan)

   Automating core data points like a home phone number should be simple...but sometimes we need to use a little more elbow grease.

7. Can a non-Foundation customer join the Hub?
   Jillian Foss (New Phoebe House Association)

   It's true. I have many friends that live outside the 501c3 world. Crazy! Can these Salesforce users join the Power of Us Hub?

8. Best practice to track expenses?
   Fraidy Strauss (The Chevra)

   If you're looking to track expenses versus your revenue directly within Salesforce, is it best to create a custom object just for all out-going payments?

9. Using payments
   Lindsay Jones (Oregon Natural Desert Association)

   When you're using cash accounting methods, is it best to record all transaction information directly in the Opportunity object, or to split it among the Opportunity and Payment objects?

Great Events for the Salesforce Nonprofit Community

1. EMEA Office Hours - Tue, Dec 12 @ 3pm GMT
   Julia Whitehead (Giveclarity.org)

   It's the last EMEA Office Hours before Christmas! Join in and bring all your questions.

2. HUB Office Hours - Fri, Dec 15 @ 12pm ET
   Caroline Renard (Technology Interpreter for Arts Groups)

   Join Sara Chieco, Aiden Martin and Emily Morse for an end-of-year knowledge cram session!

3. LATAM Hub Office Hours - mier, 20 de diciembre @ 12pm MEX
   Elena Inurrategui (La Clé)

   ¡Traiga todas sus preguntas de Salesforce, amigos!

4. NPSP Day Dallas - January 25, 2018
   Ryan Ozimek (Soapbox Engage)

   If you're in the Lone Star state, get ready for the world's first NPSP Day Dallas!

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

   We're bringing the NPSP Day tour to next year's Nonprofit Technology Conference! Book an extra day before the NTC for Salesforce knowledge sharing!

Great Ideas for Nonprofits Using Salesforce

1. Import opp records to an existing household account w/o specifying a contact
   Matthew Poe (Natural Resources Defense Council, Inc.)

   Using the Data Import Wizard, we can lookup a household account using an external ID using the Household Account Imported field, but we can't save the Opportunity to that Account because we haven't explicitly specified a Contact as the donor. Shall we make this a bit easier?