While I'm still working on my New Year's resolutions, it seems that 2018 has decided to come racing out of the gates. One of my first goals was to spread the NPSP Day tour to more communities. My second: remembering who shot JR Ewing. Luckily, I achieved both at NPSP Day Dallas last week. Okay, maybe just the first one.
With 18 more NPSP Days planned for the year, I have a feeling it’s going to be wheels up / wheels down lifestyle for me in 2018. Now if only there was a "deliver burrito" button above my seat.
Another Monday means another week of nonprofit goodness and Salesforce knowledge sharing. Start your week with a dose of knowledge from the community and possibly, a coffee with a stroopwafel.
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{loadposition blog-ad-pubcrawl}Great Posts from the Salesforce Power of Us Hub
- How to Tie Payment Object Information to General Accounting Units
Sean Gilmartin (Dominican Foundation)Your accounting team really likes your GAUs, but how do you attribute the cash in-take (payments) to them?
- How to track future payments?
Deanna Aaron (Gary Sinise Charitable Foundation)It's time for the NPSP's Expected Payments report to come to the rescue!
- Making Year End Statements with Word/Exel
Brandon Jernigan (Grad Resources)Want a way to create your year-end donor receipts without buying an app? Check out this creative process!
- Public Overview & FAQ - Florida 2018
Jace Bryan (Salesforce.org)In Jace's Tweet is a great guide to preparing for the next Open Source Community Sprint.
- What tips do you have for first-time sprinters?
Lizzy Roberts (Salesforce.org)Great words of wisdom from past sprinters to newbies.
- Tracking payments to a campaign
Fraidy Strauss (The Jewish Entrepreneur)Gorav uncovers a nugget of knowledge for those looking to do some cross-filter reporting on Contacts involved in an Opportunity.
- Batch Data Import Dry Run
Chris Polcyn (Salesforce.org)Ready to do a little automated check on your data before you import it into the NPSP? This feature is going to save many folks a lot of time in the importing process!
- Print Donation Receipt
Robert Ott (Seed to Oaks)Without an out-of-the-box solution, what's the best way for organizations to print donation receipts?
- How do you decide when to let go of old data?
Charlie Herron (American Council for an Energy Efficient Economy)It's so hard / to say goodbye / to...data bloat? What's the best way to determine what data stays, and what should be deleted from your Salesforce org?
Great Events for the Salesforce Nonprofit Community
- NPSP Day Minneapolis - March 1, 2018
Ryan Ozimek (Soapbox Engage)The second edition of the community gathering in Minneapolis is coming soon!
- Salesforce.org Open Source Community Sprint - March 5-6, 2018
Judi Sohn (Salesforce.org)Attend the first Salesforce.org open source community event that brings together the NPSP and HEDA communities under one roof!
- NPSP Day New Orleans - April 10, 2018
Ryan Ozimek (Soapbox Engage)Register today for a day of networking, knowledge sharing, right before the NTC!
- NPSP Day Toronto - April 19, 2018
Ryan Ozimek (Soapbox Engage)Nonprofiteers from the Canadian Salesforce community will be gathering for the second year in a row for a day of networking, knowledge sharing, and training.
- NPSP Day New York - June 21, 2018
Ryan Ozimek (Soapbox Engage)Who's ready to for another round of knowledge sharing with a view of the Manhattan skyline and the Hudson?
- NPSP Day Bozeman - August 16, 2018
Ryan Ozimek (Salesforce.org)Here's to big blue skies and summer weather for the second edition of this NPSP Day.
Great Ideas for Nonprofits Using Salesforce
- Ignore/prevent related contacts in contact merge
Bill Florio (New Leaders)When you're low on coffee, you're more likely to make a little data entry error. Here's one idea to stop one of these errors from happening.
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