Soapbox Engage Blog

Dreamforce is upon us, and as a native of the Bay Area, it's good to be back. After a rejuvenating few days at the Goat Farm Foundation retreat, my batteries are full and ready for some epic discussions.

Which reminds me...someone asked me, "how about gathering PUB Crawl readers at Dreamforce to discuss what we've seen at sessions and keynotes?" Sounds like a good idea to me!

On Wednesday, 12pm - 1pm, right outside the Westin St Francis Hotel in Union Square, take your lunch outside for an hour of meeting new friends and sharing opinions at the first ever PUB Crawlin'-palooza.

To find everyone, exit the Westin St Francis hotel, walk across the street to Union Square, and head to the north side of the square (on the right side of the photo above). Look for a 3-foot tall inflatable penguin. And me.

Let's spark some conversation!

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. Nonprofit Success Pack v3.139 Released
   David Glick (Salesforce.org)

   Any challenges you had with data imports triggering rollups even when you've got the Calculate Donation Rollups with Batch option unchecked have gone away.

2. What is the best way to Track/ Manage Board Members and their engagement?
   Lyndsey Schneider (Illinois Action for Children)

   Putting those board members of yours to work is good, but it's even better when you can track their efforts. How are folks doing this within Salesforce?

3. [VIDEO] NPSP How-To Series: Organizational Primary Contact
   Melissa Barber (Consultant)

   The community AV rockstars have done it again. This time, they've created a video to help you indicate a primary contact for an organization in the NPSP.

4. Recommendations on NetSuite integration apps?
   Kai Williams (International Wildlife Rehabilitation Council)

   I know some great folks in the NetSuite world that are helping organizations with their financial accounting software, and it's been interesting to see them growing. Anyone have experience integrating Salesforce with it?

5. How are you tracking cases where one organization is the fiscal agent for another and makes grant payments on behalf of the grantor?
   Morgan Church (Public Radio International)

   Can soft credits and hard credits come to the rescue for this use case?

Great Events for the Salesforce Nonprofit Community

1. NPSP Day Washington DC - October 2, 2018
   Ryan Ozimek (Soapbox Engage)

   Those who think that DC is just a city of politics is going to be surprised when the community comes together for this epic unconference event in Dupont Circle!

2. NPSP Day Philadelphia - October 11, 2018
   Ryan Ozimek (Soapbox Engage)

   The City of Brotherly Love plays host for its second NPSP Day!

3. NPSP Day Boston - October 18, 2018
   Ryan Ozimek (Soapbox Engage)

   Bring your Salesforce questions and New England energy, and we'll deliver answers and coffee...and doughnuts...and burritos!

4. NPSP Day Chicago - November 8, 2018
   Ryan Ozimek (Soapbox Engage)

   The Windy City hosts its second NPSP Day!

5. NPSP Day Phoenix - November 29, 2018
   Ryan Ozimek (Soapbox Engage)

   We're bringing the NPSP Day tour back to where it all started!

Great Ideas for Nonprofits Using Salesforce

1. NPSP Data Import Tool
   Aiden Martin (Cloud for Good)

   Let's create a setting on the Data Import Tool that allows for specific setting of the record type of Accounts created in certain situations.