PUB Crawl for August 27, 2018

For those of us in the northern hemisphere, there's still some great opportunities to take a little time off the virtual trail, and hop outdoors onto the dirt trail. Before the NPSP Day tour picks up again, I've had a chance to clear my head a bit on the hiking paths of some of the great US National Parks, which considering the craziness that is US current affairs, seems to be a great centering exercise for me.

Get on the trail

Before we dive into this week's round of Salesforce knowledge, take a deep breath, hold it for a moment, and let out that task-focused stressed. Feel better? Awesome. Let's dig in!

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Great Posts from the Salesforce Power of Us Hub

  1. Nonprofit Success Pack version 3.138 released
    David Glick (Salesforce.org)

    Three words: Account soft credits. Yes, there's more in this release, but my friends, this is big. Check this out.

  2. Engagement Plans--how are you using them for development?
    Matt Benford (Today s Youth Matter)

    When it comes to raising money, can Engagement Plans come to the rescue?

  3. Convert to Household Account Model or Do Org Swap?
    Emily Parker (Family Promise)

    Tracking your community using Household Accounts can be really helpful, but is it work the potential pain of going through the transformation? What's the best path forward if you're migrating to this account model?

  4. Looking to automate the way that we "process" check donations
    Deanna Aaron (Gary Sinise Charitable Foundation)

    While all the integration discussions typically revolve around credit card processing, what are some ways we can make it easier and faster to enter those offline check donations?

  5. Great #19NTC proposals to support
    Medha Nanal (Top Cloud Consulting)

    Fellow members of our Salesforce non-profit community have assembled two great sessions for next year's Nonprofit Technology Conference. If you're interested in hearing more about program management and change management at the NTC, here's your chance!

  6. How are pledge and payment adjustments entered in NPSP?
    Dan Farris (Jewish Federation of Greater Buffalo Inc.)

    If a donor's pledge value goes up or down in value, what's the best way to track these changes in the NPSP?

Great Events for the Salesforce Nonprofit Community

  1. NPSP Day Washington DC - October 2, 2018
    Ryan Ozimek (Soapbox Engage)

    Those who think that DC is just a city of politics is going to be surprised when the community comes together for this epic unconference event in Dupont Circle!

  2. NPSP Day Philadelphia - October 11, 2018
    Ryan Ozimek (Soapbox Engage)

    The City of Brotherly Love plays host for its second NPSP Day!

  3. NPSP Day Boston - October 18, 2018
    Ryan Ozimek (Soapbox Engage)

    Bring your Salesforce questions and New England energy, and we'll deliver answers and coffee...and doughnuts...and burritos!

  4. NPSP Day Chicago - November 8, 2018
    Ryan Ozimek (Soapbox Engage)

    The Windy City hosts its second NPSP Day!

  5. NPSP Day Phoenix - November 29, 2018
    Ryan Ozimek (Soapbox Engage)

    We're bringing the NPSP Day tour back to where it all started!

Great Ideas for Nonprofits Using Salesforce

  1. Specify which household member appears in Household Mailing List
    Barbara Christensen (Percolator Consulting)

    Can we provide the NPSP a bit more manual guidance as to who should be assigned as the Household Mailing List contact within the NPSP?