Another week, another round of awesome knowledge to pour from the Power of Us Hub. Let’s belly-up, and dive right in to this week’s edition!
Great Posts
- Installing NPSP for certain profiles
Bassem Khalifa (Ryerson University)Permissions, profiles, security, it can all be so complex. Wouldn’t it be nice to live in a world where you can easily configure these quickly at the beginning of a NPSP rollout. Is such world possible? Hmm.
- How can I let SF help me with this multistep followup nurturing process?
Terry Cole (Street Youth Ministry)Dive into the world of automation, drip marketing, whatever you’d like to call it. Learn how to keep your potential donors moving up the ladder of engagement.
- Naming Conventions
Shelby Smith (Jefferson Land Trust)“A rose by any other name would smell as sweet.” Or would it? Here’s a guide to picking the best nomenclature for your Salesforce objects.
- Membership and donation(s) from the same payment
Jeanne Busch (Independent Consultant)A member wants to pay their dues? Fantastic. And she wants to give a donation on top of that? Someone get the butterfly net to catch that contribution! But wait, how do we record this in Salesforce?
- Campaign progress graphics
Colin Thompson (Collegio del Mondo Unito dell’Adriatico Onlus)Numbers are, well, numbers. Graphics, on the other hand, can move people through their relativity. Let’s combine that power with Salesforce by automating the creation of graphics.
- How do you add a Contact with multiple “roles?”
Frank Licciardi (DeGregorio Family Foundation)People are multi-faceted. Some folks like burritos AND tacos. How do you record the different ways folks engage with your organization? Unfortunately, this doesn’t choose a winner in the Mexican food debate.
- Products for Non-Profits
Elisabeth Hewlett (Mojave National Preserve Artists Foundation)Products, pricebooks, opportunity line items, oh my! Let’s demystify the world of Salesforce’s product functionality and learn how your organization can use it for all sorts of goodness.
- Campaign vs Opportunity GAU
Kai Williams (International Wildlife Rehabilitation Council)General allocation units can provide fundraisers great insight into the effectiveness of their campaigns, but only if the data is in the right place. Here’s how to fit the Lego pieces to make your database beautiful and report-friendly.
Great Events
- HUB Office Hours – Friday, Nov 20 at 12pm ET
Caroline Renard (Technology Interpreter for Arts Groups)When I saw there wasn’t going to be turkey or pumpkins, I almost stopped reading this post. But then I read the powerhouse rockstars that would be attending this webinar, and I pushed forward. Free knowledge sharing, in real-time!
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