Soapbox Engage Blog

In a week that was filled with open source community sprinting in our Salesforce world out in Portland, Oregon, it sure seems like the community was in overdrive this week with tons of great new questions and ideas. To the sprinters with sore muscles this week, thanks for putting in the hard work for the community!

While I try to comprehend the art all around me during my vacation this week (art historian friends needed), allow me to send you a weekly round of knowledge from the PUB Crawl, rapidamente!

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. How to prioritize segments when a household qualifies for more than one
   Will Crockett (Shakespeare San Francisco)

   Wouldn't data be neat and tidy if folks fit in just one specific marketing segmentation? Since they don't, how do we rank to auto-choose which segment these overachievers are assigned?

2. How are you doing direct mail segmentation?
   Kristin Urban (Greenpeace)

   When you're working with large mailings and hundreds, or thousands, or segments, how can you manage this successfully with Salesforce? Is it even possible?

3. Combination of accounts models
   Elena Inurrategui (Tribo)

   Alright, it's time for the split-data-model debate...without the debate, please. Just looking for a good answer to a mixed Account model situation, amigos.

4. Can I use multiple source fields to calculate a level?
   Maggie Niewoehner (Door of Hope)

   Wait, you're telling me that your supporter community isn't one-dimensional, and does more than just give you money to show that support? Here's a simple trick to assigning those multi-dimensional do-gooders to the right level.

5. [VIDEO] NPSP How-To Series: Create and Manage Grants
   Bill Florio (New Leaders/NPSP Videography Lead)

   With all talk about fundraising in the NPSP, did you know that it also has grant management features? Fresh from the community video editing room!

6. Mission and Vision of the NPSP Videography group
   Bill Florio (New Leaders/NPSP Videography Lead)

   There's incredible open source models to follow in our community, and the NPSP Videography is a fantastic example. Learn how this team is growing, and could use your help!

7. Opportunities to manage both pipeline and revenue
   Sarah Chiu (VGH & UBC Hospital Foundation)

   Hey higher education and large institutional friends and, well, maybe anyone that uses Salesforce forecasting. How are you handling using Opportunities and Payments to look into the future for revenue generation?

8. Audit time - recording the free nonprofit licenses of Salesforce as an in-kind donation?
   Sara Figal (Nashville Conflict Resolution Center)

   There's some very valuable technology licenses right under your non-profit nose. Like right now. Here's a way to document this generous gift from Salesforce.

9. How do I fire a TDTM Account Trigger from a customizable rollup Account field change?
   Mel Brockley (Buzzbold)

   Some serious knowledge is dropped for you developers looking to build triggers off of customizable rollups with the NPSP. Also, woah, customizable roll-ups calculate at run-time as well as nightly? Cool.

10. New HUB group announcement! Calling all crafters!
    Samantha Shain (William Penn Foundation)

    I'll admit, when I saw friends like Samantha crafting in the middle of an NPSP Day, I couldn't figure out how they could still be so engaged in discussions. Then I learned more, and I'm stoked to see this new HUB group now exists.

11. Campaign Member cleanup and data retention
    Matt Johnson (Conservation NW)

    A perennial frustration, approached with some new eyes in light of big objects in Salesforce.

Great Events for the Salesforce Nonprofit Community

1. HUB Office Hours - Friday, November 2 @ 12pm ET
   Caroline Renard (Technology Interpreter for Arts Groups)

   It's a general Q&A session with Salesforce rockstars Brennan Butler, Benjamin Washam, and Matthew Poe.

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

   The Windy City hosts its second NPSP Day!

3. NPSP Day Vancouver - November 15, 2018
   Ryan Ozimek (Soapbox Engage)

   We're heading back north to Canada again for the second event in Vancouver!

Great Ideas for Nonprofits Using Salesforce

1. Allow users to specify additional address object fields to sync to related records
   Matthew Poe (Natural Resources Defense Council)

   Collecting more data on the Addresses object in the NPSP? Want that data stamped into their associated Account or Contact records? Here's an idea worth supporting with your vote!