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!

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With so many new ways to start connecting your website’s online experience with Salesforce, there’s one really important thing to know: the spammers have already begun their attack on your Salesforce account.

Eeeek! How do we protect your Salesforce account from these nefarious hackers? Roll up your virtual sleeves, because we’re going to get ready to build a shield of protection for your Salesforce org.

It’s time to build a honey pot!

There’s an endless opportunity to reach out to your community through email marketing, but limited hours in the day to do it. How do you increase your engagement levels without increasing the level of effort needed to do it?

Most people think that in order to have an automated email marketing system with Salesforce, you need to spend a lot of money on a big complex marketing tool. Not true! Built right into Salesforce is something called “timed workflows”, which is a gem of a functionality you can use to send emails without ever needing to click a send button.

How? Read on my friend!

In our last thrilling episode, we demystified online payment processing with Salesforce. Done and done! Now, it’s time to chat about how we’re going to help you convert more bystanders into donors...and hopefully evangelists.

Let’s get ready to talk forms!

I often tell organizations to “think beyond the donate button.” The problem is that few visitors are going to come to your website for the first time and say, “I can’t wait to give this organization some money!” Okay, maybe some will, but let’s assume that’s the minority of your visitors.

In one of my earlier posts, we discussed ladders of engagement. These are paths of engagement, moving bystanders to evangelists through a process of simple steps. Now, it’s time to put these ladders to work!

In our last post, we learned about the power of Leads. That’s great for contact data collection, but what about collecting moolah? Benjamins. Cheddar. Dough.

Let’s get more money into your bank account!

The world of online payments can be confusing by itself, without even thinking about how this would integrate with Salesforce. I want to help you understand exactly what’s going on, and how you can make life easy for your donors and staff to raise money for your organization.

I’m going outline how online payments work with Salesforce, step by step, so you can make sure you can find a system that works best for your needs.