Soapbox Engage Blog

As many in the NPSP/HEDA world return to their home communities after another successful open source community sprint, it's time to play catch-up on all that knowledge from the Salesforce world last week.

Didn't have time to keep up with all the HUB happenings while you were sprinting open source laps? I've got some awesome posts here in this week's PUB Crawl. Enjoy!

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. What are the Best Practices for naming Organizations/Companies in Salesforce?
   Martin Biernat (Muscular Dystrophy Association)

   Making sense of data starts with good data...which starts with agreeing on what to call organizations. How does your organization tackle the tricky situation around naming conventions for companies?

2. Suggestions for growing diversity at sprints?
   Michael Kolodner (Spark Program)

   The intentionality of making space at the table for a variety of individuals is critical to any community, but especially ours in the non-profit Salesforce world. Read this fantastic post about thoughts and ideas to approaching this successfully moving forward.

3. How to disable Trigger Handler records in a variety of contexts
   Sam Knox (Salesforce.org)

   There's a new doc in town, and this one is bringing heaping saddlebag full of developer know-how!

4. Using Levels In Salesforce
   Anne Salter (Northwest Harvest)

   When you're looking to better track your fundraising moves management, look no further than...Levels!

5. What are best practices for managing/tracking program delivery?
   Jason Lacoste (Lacoste Consulting)

   Is the only time to use Opportunities when you're tracking money coming into your organization? When you're looking at the NPSP to go beyond fundraising, what's the right path for tracking data like program delivery?

6. Are the Contact matching rules in the NPSP Data Importer case-sensitive?
   Mohammad Housaini (Refugee Advice And Casework Service)

   This is more of a public service announcement for those of you who might not have absolutely perfect data you're importing into Salesforce.

7. Contacts giving through their company
   Brandon Jernigan (Grad Resources)

   For those donors that own companies through which they give donations, what's the best way to track their gifts?

8. Merge duplicate Contacts and bring Affiliations along with the merge?
   Carlos A. Gallardo (Year Up, Inc.)

   When deduping happens automatically, do things get better...or potentially trickier?

Great Events for the Salesforce Nonprofit Community

1. EMEA Office Hours - Tue, Mar 13 @ 3pm GMT
   Julia Whitehead (Giveclarity.org)

   Get ready for another exciting edition of E-M-E-A Office Hours this week!

2. NPSP Day Cape Town - March 22, 2018
   Ryan Ozimek (Soapbox Engage)

   Only a week and about 30 hours of flying separates me from our first NPSP Day on the African continent!

3. HUB Office Hours - Fri, Mar 23 @ 12pm EST
   Caroline Renard (Technology Interpreter for Arts Groups)

   Don't miss out on next week's HUB Office Hours topic "Salesforce & Payment Processing" with Cori O'Brien, Gorav Seth, and TJ Warfield. I just might login to share some thoughts, too.

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

   We're just under a month away from the first NPSP Day New Orleans! Right before the NTC, join me for a day of community engagement.

5. NPSP Day Toronto - April 19, 2018
   Ryan Ozimek (Soapbox Engage)

   We're turning the NPSP Day plane around from New Orleans and heading north to the second NPSP Day Toronto soon after the NTC!

6. NPSP Day New York - June 21, 2018
   Ryan Ozimek (Soapbox Engage)

   It's NPSP time in the Big Apple!

7. NPSP Day Bozeman - August 16, 2018
   Ryan Ozimek (Soapbox Engage)

   NPSP Bozeman was so great the first time we decided to do it all over again!

Great Ideas for Nonprofits Using Salesforce

1. Populate Address Type based on Account Record Type (Household vs. Organization)
   Alison Zwecker (Appirio)

   The title kinda says it all, and makes sense for those of us tracking both households and organizations as Account records.