Soapbox Engage Blog

Issue 116

For our readers celebrating the holiday today, Merry Christmas! I’ll keep this one short, mostly because I'm working between multiple helpings of food and desserts. It's been an honor to hop into your inboxes this year, and I'm looking forward to hopefully being the first email you receive in 2018!

For those of you who are taking the week off between Christmas and New Year's, here's what you missed...a few weeks ago. Happy New Year amigos!

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. Are you using NPSP to track small outbound gifts to other organizations?
   Tim Blair (Chewonki Foundation (2nd Org))

   The NPSP is great for inbound donations, but how can we use it for outbound transactions as well?

2. Looking for contact/account best practices
   Jeanne Busch (Independent Consultant)

   Do we really need to create households for every Contact in the NPSP? Like _every_ Contact?

3. Is there conditional formatting for reports?
   Andrea Aldana (Lower Cape Cod Community Development Corporation)

   How can we get some red and green lights on your reports?

4. Trying to create report that will show me new donations by calendar year?
   Benjy Capps (The Miracle League of the Triangle)

   Year-by-year reports might come out-of-the-box, but they're definitely handy. Here's a few options to help you figure this one out.

5. What tips do you have for how to get an answer to a question in the Hub?
   Lizzy Roberts (Salesforce.org)

   Until a future Salesforce release, you can't scream "I'm over here, help!" in the Hub. So, that leaves us with the struggle of how to get an answer. What's your tips?

6. Report joining a parent to two different childs?
   Dave Goeke (JobTrain)

   When you're working reports across multiple objects, things can get a bit complex. Here's a few ways to solve the multi-object report issue.

7. 8 Tips for Staying Sane During End-of-Year Fundraising!
   Lizzy Roberts (Salesforce.org)

   Breathe in...breathe out. Also, check out this blog post for ending the year strong, and without shoulders full of stress this fundraising season.

Great Events for the Salesforce Nonprofit Community

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

   Beignets, NTC, and Salesforce all in one place. I mean, come on. See you there!

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

   Join us for the first NPSP Day of 2018 deep in the heart of Texas!

Great Ideas for Nonprofits Using Salesforce

1. Total field on recurring donations to recalculate if single Opp. is closed lost
   Alex Groag (Hillel International)

   Might it be a bit better for us to only calculate the closed won Opportunity records related to a Recurring Donation as the total value of the Recurring Donation?