Soapbox Engage Blog

It's that time of year when I can walk over to the lobby of the Willard Hotel in downtown Washington, DC, listen to Christmas carolers, and then visit the largest gingerbread remake of DCA airport. The only thing they're missing is me frantically running to a gate trying to make a flight.

This week, it's wheels down time with friends and family in the nation's capital, and one heck of a Soapbox Engage holiday party tomorrow night (come one, come all, to Dupont Circle). Before we send off 2018 too quickly, we still have two more PUB Crawls full of community goodness rolling off the assembly line. So, grab your favorite holiday season beverage, and dive into another week of knowledge with me.

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 v3.144 released
   David Glick (Salesforce.org)

   Another great release rolls off the NPSP assembly line, with updates to customizable roll-ups, multi-currency support, data import fixes, and more.

2. Designing an email template for Donor Acknowledgements
   Sarah Pilzer (Country Dance and Song Society)

   Let's spread a little email design inspiration to brighten up the start of the week.

3. How to indicate when donors within the same household donate separately?
   Jenn Johnson (Rain City Rock Camp for Girls)

   Like the saying goes, the family that donates together...can sometimes find it difficult to determine proper tax documentation for end-of-year giving. Yeah, something like that.

4. Campaigns vs GAU's
   Jordan Kifer (Federation of Protestant Welfare Agencies)

   Another die-hard database manager debate for the ages: when is it right to use GAUs and when is it better to use Campaigns?

5. Data Quality and User Adoption - Part II
   Theresa Olivier (North Peak)

   Five steps to staying on the path to data happiness.

6. Creating a formatted name field
   Janine Rauscher (Melanoma Research Alliance)

   A fantastic little formula to get a full name that properly includes both an optional middle name and suffix!

7. Collecting and storing anonymous data
   Julie Bloch (The Family Center)

   How can we store valuable data points in Salesforce without necessarily storing the personally identifiable information as well?

8. How long do you keep records of mailings?
   Erin Semagin Damio (GLBTQ Legal Advocates and Defenders)

   Is there as much value as we think there is within years of campaign data storage? Let's hope so, because it's eating a lot of valuable storage for many of us!

9. What criteria should be considered when archiving/deleting old Opportunities/Accounts?
   Emily Rose Waggoner (Mental Health Association Oklahoma)

   When you've got a decade or more of data in your Salesforce org, but you can't trust the quality of all of it, do keep it all, or do you start bringing out the broom and clean house?

Great Events for the Salesforce Nonprofit Community

1. LATAM Office Hours - December 19 @ 11am MEX
   Elena Inurrategui (Tribo)

   ¡Una última reunión del año!

Great Ideas for Nonprofits Using Salesforce

1. Hide/Protect "Reset to Defaults" button on Customizable Rollups Settings Page
   Kristina Winters (Kristina Winters Consulting)

   Your fingers are just a mere accidental click away from total annihilation of your customizable rollups settings page. Maybe we should have to turn two keys at once before allowing this to happen?