Soapbox Engage Blog

Cape Town, South Africa, is about as far away from Salesforce's San Francisco headquarters as you can get. It's also the epicenter of some of the best community collaboration in our ecosystem. At last week's NPSP Day, the work of community leaders and supporters like Sam Vos, Annakie Gammon, Rowen Ravera, Jacquie Besselaar, and Themba Mazibuko (to name only a few) was on display for the world to see, and the result was fantastic. It was the 4th largest NPSP Day, held the most speed-geeks (by double!), and delivered the most ah ha moments I've ever seen.

The South African Salesforce non-profit community is a proud community that on a daily basis is leveraging its internal strength to support its own network. I can't articulate effectively the impact it has already had on my view of what we can do as a community even when we feel quite far from the center of the action. Just as I've learned in all my open source community work, the strength of this open source community isn't only at its center of mass. It's also located in its local network.

While pondering where we can further strengthen local communities that might feel distant from San Francisco, here's your weekly serving of community knowledge...live from the friendly skies back to DC!

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Great Posts from the Salesforce Power of Us Hub

1. Is there any documentation on how phone and email are mapped to the NPSP fields on Lead Convert?
   Emily Beach (Traction on Demand)

   Since you can't map standard Lead fields to custom Contact fields, how are you supposed to map a standard Lead phone field to one of the Salesforce custom fields? Custom workflows and fields to the rescue!

2. What are the advantages of NPSP over the older Nonprofitforce?
   David Fritsche (MIT Center for BioMedical Innovation)

   Those 90's Birkenstocks aren't the only thing making a comeback (wait, that's in fashion, right?). Any folks that have used older generations of the NPSP that might help explain key differences with Nonprofitforce?

3. GDPR Individual Object
   Rachel Adshead (Spear)

   Data protection is reaching new requirement levels in the EU. This thread helps provide you with a ton of knowledge about leveraging what Salesforce has built into the new Individual object.

4. How do you handle target ask amount for major donors
   Matt Benford (Today's Youth Matter)

   When the potential funding can come in recurring gifts or big lump sums, and when record types, recurring donations, and a bunch of other NPSP functionality exists out-of-the-box, what's the best approach for setting targeted annual fundraising goals for major donors?

5. The Data Are Alright
   Samantha Shain (William Penn Foundation)

   To be successful using Salesforce, you need to be successful in using data. That's not as easy as it seems, and too often, great folks get lost wandering the data wilderness. Luckily, Samantha has started a fantastic blog to help guide you down the right path.

6. How do you handle pledges and reconciliation if the donor fulfills their pledge online?
   Diane Phair (Youth for Christ USA)

   When pledging takes place separately from recurring giving to complete the pledge, what's the best way to ensure those online payments are reconciled without making a mess of your data?

7. New SF Instance- NPSP or Regular SF?
   Emily Rose Waggoner (Mental Health Association Oklahoma)

   If you're using Salesforce for program management, and not fundraising, is the NPSP still a potential good fit?

8. Engagement Plans for Programs
   Heath Parks (Cincinnati Works)

   Does Engagement Plans and Levels within the NPSP have a place outside of fundraising?

Great Events for the Salesforce Nonprofit Community

1. HUB Office Hours - Fri, Mar 30 @ 12pm EST
   Caroline Renard (Technology Interpreter for Arts Groups)

   Emily Morse, Nick Lindberg, and Steve Molis have some well loved formulas they want to share with you! Don't miss out on this week's HUB Office Hours topic "Favorite Formulas."

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

   Right before the NTC come join us for a day of non-profit Salesforce knowledge sharing!

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

   I'm taking the show back north of the US border again!

4. NPSP Day Seattle - May 9, 2018
   Ryan Ozimek (Soapbox Engage)

   Get ready for one of the best views in the city coupled with knowledge sharing galore!

5. NPSP Day Tel Aviv - May 13, 2018
   Ryan Ozimek (Soapbox Engage)

   With a successful NPSP Day on the African continent, I'm excited to bring the NPSP Day tour to a new stop: the Middle East!

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

   I'm packing my captain's hat and heading up to the BIg Apple!

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

   The big blue Montana sky and Salesforce knowledge.

Great Ideas for Nonprofits Using Salesforce

1. Need a back to contact button on Relationship Diagram View Screen
   Deepa Patel (National Multiple Sclerosis Society)

   Let's make a little faster to stay in the groove while you're using the relationship viewer.