Soapbox Engage Blog

I'm about to hop on a plane back to the US after a fantastic open source software event. It reminded me of the uniqueness of our Nonprofit Starter Pack open source community, and the great opportunity we have to collaborate and grow our success together. It also reminded me that I'm thankful the PUB Crawl bar has an espresso machine behind the counter.

Grab a cup of cappuccino (double-shot for me), and let's catch up on our Salesforce non-profit knowledge together. Wheels up!

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. Is there a comprehensive list of NPSP field descriptions
   Patrick Jones (Educate2Envision International)

   The NPSP open source community bucks the trend with another great documentation repository, this time for custom fields!

2. Any advice on migrating from Nonprofit Force to NPSP 3
   Tim Blair (Chewonki Foundation)

   Ready to take a time machine from 2007 to 2016 without needing a DeLorean? Here's a plan for moving from the Nonprofit Force to the NPSPv3.

3. Contact Record Type Question
   Carol Hazlett (Agency on Aging South Central CT)

   Someone many years ago told me the following about record types: "they're friend, until they meet Contacts." Okay, they didn't say that, but the concept of only having a single record type for Contacts stuck for me...but is that needed? Are there good reasons for more?

4. What is the best way to update a contact's organization when they change jobs?
   Melody Padilla (Leichtag Foundation)

   As folks move between organizations, you'll still want to track your history of engagement. But how do you do that using the Contact-Account model? Learn how you can manage these changing relationships easily with the NPSPv3.

5. How do you handle householding when a couple keeps their finances separate?
   Allison Letts (Friends General Conference)

   The NPSP gives a lot of power to track households, but does it have enough magic under the hood to handle one with separate finances? Let's take a look!

6. New NPSP Setup with no donors - only grants
   Jim Wicker (California Ocean Science Trust)

   Is the NPSP useful beyond fundraising? Learn how grant-making organizations can use the NPSP even without donor management needs.

7. Has anyone been able to implement NPSP for less than $10K. If so, how did you do it?
   Patricia McAvoy (Foundation for Inner Peace)

   As we say in open source, it's "free" as in "kittens are free". They require care, feeding...and budget. But what about the cost of just getting the kittens home? Great insight from no less than 4 fantastic Salesforce consultants.

8. Suggestions for upgrading from NPSP 2.0 to 3.0 without the benefit of a full sandbox?
   Mikhail Nitko (uAspire)

   Sandboxes are more than kiddie play areas. They're vital testing grounds for organizations, especially those doing the NPSPv3 upgrade. Can you make the upgrade without the safety net of a full sandbox?

9. Goal setting in Salesforce
   Dolores Medina (FIU Enrollment)

   Reports are great, but tracking progress towards a goal can be even more impactful. Here's a few ideas on how to do that within Salesforce.

Great Events for the Salesforce Nonprofit Community

1. HUB Office Hours on Fri, April 22 at 12pm ET
   Caroline Renard (Technology Interpreter for Arts Groups)

   Bring in the experts! Joie Paige Van Riper, Aiden Martin, and Jason Cook for an hour of questions and answers.

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