Soapbox Engage Blog

Spring has sprung, and with April Fools Day behind us (or wait, is Salesforce really moving to a do-it-yourself environment?), we bring you another week's worth of Salesforce community goodness. Pull up a stool, and join us in the PUB Crawl!

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. Changing default Primary Campaign Source
   Laurel Taylor (Town Hall Association)

   The auto-population of an Opportunity's Primary Campaign Source field is really useful, but what if it's not populating the data you want? Here's some tips to customizing it for your needs.

2. How do I get a report of contacts based on the age of their children?
   Adam Simon (Kehillat Israel)

   Trying to report on related data in separate objects can be difficult. Here's a few strategies to tackling this challenge when it comes to parents and their related children.

3. Tracking Sales in NPSP
   Holly Germeroth (Scaling Walls A Note at a Time)

   If taxes aren't difficult enough, trying to track what is tax deductible and what's not be a frustrating experience. Here's a way to track non-donations in your NPSP account.

4. Effect of Changing Account Record Type
   Leslie Pihonak (East Coast Assistance Dogs)

   Wondering why your account type remains the same after changing your Account record type? Learn more, and ways to fix it for your needs.

5. Indication of Outstanding Payments
   Jacki Askelson (TandemCRM)

   Want to learn best practices for a way to indicate outstanding balances on Opportunities? Need something more than a report to capture this easily? Be alerted, and have more visibility, using ideas in this post.

Great Posts from the Salesforce Power of Us Hub

1. HUB Office Hours on Fri, April 8 at 12pm ET
   Caroline Renard (Technology Interpreter for Arts Groups)

   This week's HUB Office Hours is focused on higher education, so grab your backpack and join with your questions!

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