Soapbox Engage Blog

Me and 100 of my penguin friends flew down to New Orleans for a double dose of nonprofit awesomeness. We started off our week at NPSP Day New Orleans where we jumped right into community engagement. Although we did not get to indulge in beignets, we did get to enjoy some burritos with a side knowledge sharing. Lucky for us the incredibleness did not stop after the NPSP day. We got to continue our week at the Nonprofit Technology Conference. Our booth featured an endless amount of penguin friends. It was great to see so many familiar faces throughout the week. Sometimes I forget how large our community actually is, but events like the NTC that snap me back to reality. The next stop in my jet setting tour is Canada for NPSP Day Toronto. I’m hopping across the border to see what our northern friends have to say about Salesforce. As I switch my travel bag from shorts to ski pants, take a moment to explore this week’s PUB Crawl. The content is stacked with tips and tricks that will tackle your latest NPSP issues. Grab a seat in the sunshine and enjoy this week’s roundup of community driven knowledge.

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Great Posts from the Salesforce Power of Us Hub

1. Best practice for combining contact data from multiple staff members for upload into NPSP?
   Kristiana Teige Witherill (Willamette Partnership)

   When you're weaving data from multiple sources for an upload to Salesforce, how can you keep you head on straight?

2. Creating Partial Soft Credit records with the standard "new" button
   AMC SilverTech (The Appalachian Mountain Club)

   Creating partial soft credits for the full amount of an Opportunity...with a twist.

3. Users with the Lightning Experience User permission will see “It’s Better in Lightning”
   Anne Crawford (Salesforce.org)

   The Lightning prompts will continue until you comply! Just kidding...but it's good to know that your users will be receiving more alerts to try using Lightning in your org soon.

4. Best Practices for Entering Matched Donations
   Mercy Rossi (Neighborhood Partnerships)

   Matched donations can get a bit tricky when you have different parties managing and distributing funds.

5. The Power of Us -- New Video!
   Lizzy Roberts (Salesforce.org)

   It's time to turn the spotlight, and the cameras, on the community!

6. How do I compare FY17 and FY18 donations, and pull a 5 year giving report?
   Katie Brockway (The Boston Alliance of Gay, Lesbian, Bisexual and Transgender Youth)

   Ah, the fun of building multi-year comparison reports on fundraising.

7. What are your favorite training videos?
   Jessie Rymph (Feminist Women's Health Center)

   Between dog-chases-tail videos, you should probably finish getting your professional development work. What are some good video resources for training non-profit users?

Great Events for the Salesforce Nonprofit Community

1. LATAM Hub Office Hours - 18 de abril @ 12pm MEX
   Elena Inurrategui (Proyecto Tribo)

   Horario de la oficina de LATAM esta semana. ¡Tiempo para Salesforce fiesta!

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

   After wrapping up in New Orleans, I'm bringing the NPSP Day tour north of the border to our friends in Canada this week!

3. HUB Office Hours - Fri, April 20 @ 12pm EST
   Caroline Renard (Technology Interpreter for Arts Groups)

   There's a special bonus HUB Office Hours this week with Aiden Martin, Barbara Christensen and Kalman Sweetwine bringing the knowledge!

4. Grow Your Nonprofit Community Without Asking for Money - April 26, 2018 @ 3pm ET
   Tim Forbes (Soapbox Engage)

   Donor relationships require a little TLC before you start asking for money. Learn techniques to nurture donors without the direct fundraising ask.

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

   We're only a few weeks away from our second community unconference in the Emerald City.

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

   Join the community for our first NPSP Day in the Middle East!

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

   In the city that never sleeps, we'll bring an unlimited supply of Salesforce knowledge to keep you energized.

8. Salesforce.org Open Source Community Sprint - Jul 31 - Aug 1, 2018
   Jace Bryan (Salesforce.org)

   Registration is now open for the Salesforce.org community sprint, this time in Denver!

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

   Big skies and big knowledge, all in a summer day's work.

Great Ideas for Nonprofits Using Salesforce

1. Exclude certain record types from household naming
   Allison Letts (Attain)

   It would be nice to systemically decide who in a family gets to be part of the household addressing (i.e. only including adults), right?