Soapbox Engage Blog

I know what you're all thinking. "That Ryan guy is really slacking. Where's the community organizing for 2019?" That's true, it's been a few weeks without taking to the air for an NPSP Day, but my friends, we're just warming up the 2019 engines for one of the biggest years yet.

My fellow penguin teammates kicked things off last week by hosting the first Washington DC Salesforce Nonprofit User Group meeting in Soapbox Engage's new home, and we're ready to bring the community organizing spirit.

Better yet, for those of you outside the Beltway (and North America), I'm excited to announce the first three NPSP Days of 2019, including a world record fourth edition in Portland right before the Nonprofit Technology Conference. So, grab your calendars, get those synapses firing, and get ready for a fantastic year of sharing. And now, on to your weekly dose of Salesforce goodness.

PS: that's right, Justin Barss has appeared in a record 3 different PUB Crawl lead photo. Someone get that man an agent!

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 are folks handling gifts from Estates? Specifically Account and Primary Contact question, not opportunity record type.
   Megan Pietruszka (National Network of Abortion Funds)

   Primary Contacts, soft crediting, and a slew of other issues make estate giving a bit unique. How are you tackling these for your organization?

2. How to prevent donations from rolling up as hard credit to a primary contact
   Rachel Leibold (Moishe House)

   When one person users their credit card to make a donation on behalf of another, what’s the right way to make the hard credit?

3. What would be the best tool to send out a "Buzzfeed" type quiz that can lead to newsletter signups?
   Janine Rauscher (Melanoma Research Alliance)

   Trying to increase newsletter subscriptions through some engaging content? Here’s a few ideas!

4. How much time do you spend/what are your goals for program alumni giving?
   Marlena Sauceda (Teach For America, Inc.)

   Lots of opportunity here to share ideas about alumni giving!

5. Fair Market Value of Goods Received & Benefit Provided
   Ryan Beaver (San Francisco LGBT Community Center (2nd org)

   Tracking the fair market value of in-kind gifts is a little different than tracking the fair market value of benefit provided to a supporter. Learn how you can track both in the NPSP.

6. Solicitors list management in Salesforce
   Jacqueline Carambat (Common Sense)

   Before adding new potential supporters as Opportunities, might something else like Leads be a good place to track those folks you don’t quite know well yet?

7. Have you created and used a Salesforce engagement plan to outline the steps to obtain sponsors for an event?
   Deb Weber (Lincoln Arts Council Inc)

   Let’s go beyond the standard donor with Engagement Plans, and look to soliciting sponsors!

8. Changing household naming if all members of HH deceased
   Donna Whitig (Delaware Valley User Group Leader)

   When all members of a household are, let’s say, not so easily accessible anymore, what’s a way to automate the naming of the household in these situations?

9. Extending NPSP Data Import to Support Volunteer Hours and Cases
   Terry Cole (Street Youth Ministry)

   A fantastic screen sharing video showing how to upload volunteer data, with a special furry guest start right towards the beginning!

10. SFDX NPSP installer script for scratch orgs?
    Daniel Probert (Hyphen8)

    For those engineering-inclined friends, any ways to make it easier to build the NPSP within a scratch org?

Great Events for the Salesforce Nonprofit Community

1. HUB Office Hours - February 1, 2019 @ 12pm ET
   Caroline Renard (Technology Interpreter for Arts Groups)

   Get ready for a panel of amazing Salesforce experts as Aiden Martin, Nick Lindberg, Steve Molis, and Tyler Colby join the community for the next hour of community knowledge sharing!

2. NPSP Day Portland - March 12, 2019
   Ryan Ozimek (Soapbox Engage)

   Right before the Nonprofit Technology Conference (NTC), it's time for the record fourth edition of this awesome community event!

3. NPSP Day Cape Town - March 29, 2019
   Ryan Ozimek (Soapbox Engage)

   The NPSP community knows no geographic limits, which is why we're excited to bring the event back down to the southern coast of Africa for a second year in a row.

4. NPSP Day Seattle - May 9, 2019
   Ryan Ozimek (Soapbox Engage)

   Get ready for the world's largest NPSP Day, with an amazing view of the Seattle skyline to boot!

Great Ideas for Nonprofits Using Salesforce

1. Connect opportunities to batch on opportunity record
   Matt Benford (Today's Youth Matter)

   Let's make it faster and easier to connect an Opportunity record to a newly entered batch, shall we?