Issue 114
Oh the weather outside is frightful, but this week’s edition of the PUB Crawl is delightful (see what I did there?). It seems that winter has decided to show up here in DC, so the Soapbox Engage penguin has waddled inside our holiday office for the week to warm up.
This week's PUB Crawl is one of our biggest in a while. I guess it's that last-minute crunch heading towards the finish line of 2017's giving season. Grab your hot winter beverage, and hop into the PUB Crawl for last week’s round-up from the Salesforce community.
Great Posts
1) How-to recipe for creating a Next Recurring Ask Amount field
https://powerofus.force.com/0D58000003qlXBT
Here's a step-by-step guide to personalizing your year-end appeals directly within the NPSP!
2) Consecutive Years Giving Formula
https://powerofus.force.com/0D58000003pNYTO
Fred Triest (Oregon Humane Society)
When you're trying to summarize donation values over multiple years, things can get tricky. Here's an epic thread of community members helping each other figure this out.
3) Can NPSP be used for volunteer recruitment?
https://powerofus.force.com/0D58000003pmvu1
With Volunteers for Salesforce tracking volunteer shifts is a breeze. But how do you keep track of inbounding new volunteers?
4) Salesforce UX Research program
https://powerofus.force.com/0D58000003pnHxq
Want a hand in designing the future of Salesforce? Sign up for the Salesforce UX Research program and help set the course forward for our community.
5) How to track payments to vendors in Salesforce?
https://powerofus.force.com/0D58000003poLU1
Is the Opportunities object the answer for any and all financially related transactions?
6) Is there a best practice for mapping contact fields to the Household Account upon creation
https://powerofus.force.com/0D58000003po5pQ
Automating core data points like a home phone number should be simple...but sometimes we need to use a little more elbow grease.
7) Can a non-Foundation customer join the Hub?
https://powerofus.force.com/0D58000003pnj3H
It's true. I have many friends that live outside the 501c3 world. Crazy! Can these Salesforce users join the Power of Us Hub?
8) Best practice to track expenses?
https://powerofus.force.com/0D58000003pldfy
If you're looking to track expenses versus your revenue directly within Salesforce, is it best to create a custom object just for all out-going payments?
9) Using payments
https://powerofus.force.com/0D58000003q86kn
When you're using cash accounting methods, is it best to record all transaction information directly in the Opportunity object, or to split it among the Opportunity and Payment objects?
Great Events
1) EMEA Office Hours - Tue, Dec 12 @ 3pm GMT
https://powerofus.force.com/0D58000003pnemQ
It's the last EMEA Office Hours before Christmas! Join in and bring all your questions.
2) HUB Office Hours - Fri, Dec 15 @ 12pm ET
https://powerofus.force.com/0D58000003pkGRB
Join Sara Chieco, Aiden Martin and Emily Morse for an end-of-year knowledge cram session!
3) LATAM Hub Office Hours - mier, 20 de diciembre @ 12pm MEX
https://powerofus.force.com/0D58000003q6IMG
¡Traiga todas sus preguntas de Salesforce, amigos!
4) NPSP Day Dallas - January 25, 2018
https://powerofus.force.com/0D58000003qlDue
If you're in the Lone Star state, get ready for the world's first NPSP Day Dallas!
5) NPSP Day New Orleans - April 10, 2018
https://powerofus.force.com/0D58000003p1HR0
We're bringing the NPSP Day tour to next year's Nonprofit Technology Conference! Book an extra day before the NTC for Salesforce knowledge sharing!
Great Ideas
1) Import opp records to an existing household account w/o specifying a contact
https://powerofus.force.com/hub-ideas/1283
Using the Data Import Wizard, we can lookup a household account using an external ID using the Household Account Imported field, but we can't save the Opportunity to that Account because we haven't explicitly specified a Contact as the donor. Shall we make this a bit easier?
That's all for this week! Did I miss something? Have any tips or suggestions? Send all tip jar suggestions to me!
Keep soaking up the goodness!
Your barkeeper,
Ryan
