Soapbox Engage Blog

It's an exciting day at the PUB Crawl, with the NPSP Spring 2016 Sprint starting in just a few hours (9am PT)! More than 60 community members will be joining me in San Francisco to do what this community does best: collaborate to make important improvements to the NPSP. Also, eating burritos.

The PUB Crawl will be covering the event all day long in our live blog coverage as well as on the @PICnet Twitter feed. Our intrepid reporter (and trusty penguin) will bring you the scoop as it happens live from San Francisco.

Meanwhile, in case green beverages were spilled on your laptop last week and you didn't have time to read the PUB, here's your week in review.

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. Upgrading to the NPSPv3
   Hima Bindu Moka (Jonathan D. Rosen Family Foundation)

   Working with management that might be a little trigger-shy on the upgrade to NPSPv3? I understand, and you're far from alone. Here's a short-list of advantages and benefits that can help guide your manager to "yes" for your upgrade request.

2. Is anyone using process builder to decompose multiselect picklists?
   Kelley Bevans (Philanthropy Northwest)

   Yes, multi-select picklists are the bane of many a Salesforce admin's existence, but if you've got them, how can you most easily report on them in dashboards? Here's your starting guide!

3. Soft Credit Settings - For Full Soft Credits
   Sonny Cloward (Swift River Consulting)

   Need to create full and partial credits to automatically create Partial Soft Credit records? Frustrated by the challenges of the Opportunity Contact Role? You have friends waiting you in this post.

4. Documentation / best practices for NPSP 3 opportunity stages
   Diane Gonthier (Bicycle Transportation Alliance)

   The best way to ensure you're building longevity into your NPSP customizations is by following standards. With this post's understanding of the types of Opportunity stages that fire NPSP triggers, you'll be plotting the right course forward.

5. Using leads for potential donors/development contacts
   Jaimie An (Echoing Green)

   Finding that your fundraising process now seems to be a good fit for using Leads but not sure if it's too late to start using Leads? You've come to the right post.

6. Account Model Conversion Utility
   Amanda Styles (Literacy Action, Inc.)

   For those of you looking to go beyond the close-eyes-and-cross-fingers approach to an Account model conversion, our friend Justin Barss (Now IT Matters) has a fantastic approach to a successful conversion.

7. Household Account Model upgrade best practice
   Mark Ravitz (Foodbank of Santa Barbara County)

   Feeling like you're a bit lost on the best practices of the household Account model in the NPSPv3? Here's a fantastic concise overview of the different ways to associate different types of Accounts and Contacts in this model.

8. Hosting an event and will need to record donations in SF.
   Natasha Koss (Northern Economic Initiatives Corporation)

   When your member businesses are helping bring in the fundraising for you, you'll want to find a way to easily record those transactions in Salesforce. It just so happens there's a post for that!

9. Splitting Donation Between Campaigns
   Kristin Miller (Lakeside Legacy Foundation)

   After the celebratory dancing ends after that large donation comes in, reality sets in: how am I supposed to record this across multiple opportunities and campaigns? Here's a path down the right direction.

Great Events for Salesforce Nonprofit Community

1. HUB Office Hours on Fri, March 25 at 12pm ET
   Caroline Renard (Technology Interpreter for Arts Groups)

   All your burning workflow rules or Process Builder questions will be answered by the automation experts Jason Cook (Sputnik Moment), Ashima Saigal (Database Sherpa) and Michael Slawnik (Interlochen Center for the Arts)!

That's all for this week! Did I miss something? Have any tips or suggestions? Send all tip jar suggestions to me at cozimek@picnet.net.

Keep soaking up the goodness!

Your barkeeper,
Ryan