PUB Crawl for January 18, 2016

Phil Penn GwynnAs we take an opportunity to honor MLK with a day of service, I’m pleased to present all the goodness that was the volunteer service of our PUB community during the past week. Enjoy this holiday edition of 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!

Great Posts

  1. Diagramming the NPSP donations data model
    Shaun Simpkins (PFLAG Portland Chapter)

    Need a technical map to get you out of the forest that is the NPSP data model? Check out this fantastic diagram to get your mind wrapped around the goodness.

  2. Husband and Wife as 1 or 2 Contacts?
    Shaul Goldman (Richmond Torah Center)

    The joy of tracking data on two people at the same time. It’s fun, right? Our friends have some insight in managing data cleanliness when tracking on couples in your database.

  3. NPSP3 Upgrade Month Memes Fun!
    Beth Breisnes (Bigger Boat Consulting)

    You can has cheezburger! All the NPSP upgrade memes fit to print, in one thread, all month long. Enjoy the creative outputs of the Seattle Community Sprint!

  4. Need to Transfer Nonprofit CRM App Customizations to Nonprofit Starter Pack App When Upgrading to NPSP 3?
    Jason Sugimura (Project Read Menlo Park Literacy Partners)

    Imagine your organization built all sorts of fantastic customizations to help ensure Salesforce works for your needs. Then you learn that you should upgrade your NPSP. That’s actually probably closer to reality than imagination for many of you. Here’s a great discussion on preparing for the upgrade.

  5. Website integration – individual report data fields
    Jessica Bean (Oxford Catalyst Ventures)

    With all that great work you’re storing in Salesforce, it’s time to show it off to the world. But how, without taking a crowbar to programming book and learning all the technology steps to making this happen? Avoid the pain, read on friends!

  6. Feedback needed for changes in NPSP docs
    Jon Michael Varese (

    In an effort to make software documentation less of a Rosetta Stone and more of an Ikea guide, the team continues to make awesome documentation. Provide your feedback on their latest updates!

  7. Is it crazy to consider using two email tools simultaneously? Anyone already do that?
    Sam Dorman (Independent Consultant)

    Email? Data integrity? Crazy? That’s probably what every Salesforce therapist hears at least once a day. Here’s a prescription for keeping you sane in approaching a multi-app email delivery solution. Punch line: it’s totally doable, and worth checking out.

  8. I am considering upgrading to the new NPSP3, will that be time consuming?
    Arianna Sdei (Sustainable Homes)

    I’m pretty sure that if a nonprofit Salesforce admin won the Powerball, after providing me a nice burrito allowance, they’d help pay for this million dollar question. Guess what? Here’s some answers…for free!

  9. Custom metadata types for easier deployments
    Brad Struss (Bigger Boat Consulting)

    Sharpen your pencils with this fantastic post about an important new alternative to custom settings or custom objects for storing configuration data. This is “do not pass Go, do not collect $200″ type of stuff. Seriously. Read on implementation friends!

  10. What is the best way to keep client information confidential?
    Elizabeth VanSlyke (Southern Valley Alliance for Battered Women)

    Segmenting extremely sensitive data is critical to many orgs, and getting all the settings right to make this happen can be complex. Until now!

  11. Nugget: Year-to-Date Formula for Year-over-Year Donation Comparisons
    Sam Dorman (Independent Consultant)

    The great Nick Lindberg takes on a tour of solving a tricky Salesforce challenge: comparing previous years’ data while only showing donations that would have already occured by this date in the year. Game on!

Great Events

  1. HUB Office Hours – NPSP3 Upgrade Month
    Caroline Renard (Technology Interpreter for Arts Groups)

    Want to upgrade your NPSP instance but fear the wrath of data goblins for making any changes to your database? Geniuses are here to help all month!

That’s all for this week! Did I miss something? Have any tips or suggestions? Send all tip jar suggestions to me at

Keep soaking up the goodness!

Your barkeeper,

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

This entry was posted on Monday, February 15th, 2016 at 11:38 pm 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.