PUB Crawl for December 7, 2015

Rise and shine to a new week in Salesforce land! Let’s belly-up, and dive right in to this week’s edition!

Great Posts

  1. Have payment update each time opportunity is edited
    Caleb Lande (Northern Plains Resource Council)

    Data entry automation is a fantastic idea that often seems just outside of your reach. Like right there at your fingertips, and could save you all the time in the world. Here’s an example…and a solution!

  2. Using leads as a holding pool for potential development prospects
    Tina Herod (Playworks)

    Leads are a hidden gem in nonprofit Salesforce world. If I had my way, I’d start off each day by creating a few Leads, just for the heck of it. Learn how you can use Leads for tracking prospects and entering fresh data.

  3. How can I save all the customizations I created during my trial, before a Quickstart wipes it out?
    Susanna Sharp (Northwest Maritime Center)

    You’ve heard about a QuickStart, but not sure if it’s right for you. Want to get the most of our Salesforce account but fear you know the least? Dive in!

  4. Converting Leads in NPSP 3.0
    Kat Krieger (Jefferson Awards Foundation)

    I told you I liked Leads! This is a great discussion for those exploring Leads and the Nonprofit Starter Pack v3.

  5. Updates to personal information from online donation forms
    David Wu (Pui Tak Center)

    Remember when we were talking about how great data entry automation could be? What happens when the data automation overwrites clean data with, say, not so clean data? Let’s see how to avoid creating dirty data.

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

Nonprofit news, strategy, and tactics sent straight to your inbox
Sign up for the Soapbox Engage newsletter




This entry was posted on Monday, December 21st, 2015 at 8:57 am and is filed under PUB Crawl. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

Leave a Reply

You must be logged in to post a comment.