PUB Crawl for February 22, 2016

Phil Penn GwynnYou’d think it was happy hour all day the way knowledge was being poured at the PUB last week! With a new NPSP release, the addition of new nonprofit rock stars to the MVP community, and much more, we have a packed PUB Crawl today. Top off that morning beverage and let’s dive in!

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Great Posts

  1. PUB Crawl Release Notes Rundown for the new NPSP v3.63
    Tim Forbes (Soapbox Engage)

    Don’t have time to scour through the 24 pages of documented NPSP v3.63 goodness? Tim shares the short-hand version in a 60 second video overview.

  2. Does the Spring 16 release affect the NPSP?
    Maureen Beighey (Partners Relief & Development)

    So much good stuff, without any of the dizzying side-effects of upgrading. Learn why the new Salesforce Spring 16 release won’t give you a headache when using the NPSP.

  3. How to export all my org’s info into one CSV file?
    Shaul Goldman (Richmond Torah Center)

    Exporting data from across different objects into a single CSV file requires, somewhat ironically, something like Excell to complete successfully. Tip toe into vlookup fun with a warm cup of coffee and a smiley attitude, because this might take a while.

  4. Household accounts for purely organizational contacts?
    Daniel Israel (Kol BeRamah)

    Some Contacts are only organizational contacts, so why do they need Household accounts? Paul Iannaccone (Ohlone College Foundation) and others provide their insight into keeping your Contact data nice and neat.

  5. Middle name and suffix fields – pros and cons?
    K. H. (First Amendment Coalition)

    Ah yes, middle names. They’re something more than what parents call out to disobedient children. Learn why storing them might be a good idea, and keep you out of data trouble.

  6. Issue with governor limits on running triggers using NPSP
    Buyan Thyagarajan (Eigen X)

    Are governor limits holding up your mass Contacts imports? Learn how batch size management can help sneak you around the limits to avoid import errors.

  7. Map Lead fields to Campaign Member?
    Fraidy Strauss (JCC of Greater Coney Island)

    The joy of creating one’s first Process Builder experiment to tackle a tricky item like mapping to non-standard conversion objects. Check out how you can collect custom data from Web forms that update unique data in Campaign Member records for Contacts, all without writing any code!

  8. How do I calculate my organization’s donor retention rate using NPSP?
    Katie DePew (Arts Midwest)

    Figuring out the donor retention of a group of donors is as easy as a little classification and formula building. Learn how in this concise post.

  9. Best practices on case management record-keeping
    Christian Carter (Bigger Boat Consulting)

    Does your organization close client cases when the task is complete, or keep them open until the client departs? There’s no right or wrong answer, but lots of great ideas for you to think through in this post.

  10. New MVPs from the nonprofit community
    Caroline Renard (Technology Interpreter for Arts Groups)

    Some heroes wear capes. Others wear shiny new MVP badges! Welcome the latest batch of new MVPs: Christian Carter (Bigger Boat Consulting), Margaret Fako (Interlochen Center for the Arts) and Trish Perkins (HandyCapable Network, Inc.).

  11. A brand new Spring 16 release Trailhead trail
    Marc Baizman (

    Grab your butterfly net and catch an awesome new Spring 16 release Trailhead Trail badge!

Great Events

  1. HUB Office Hours on Fri, February 26 at 12pm ET
    Caroline Renard (Technology Interpreter for Arts Groups)

    Join Donna Whiting (BackOffice Thinking), Michael Slawnik (Interlochen Center for the Arts), and Sara Metheny (Idealist Consulting) with your burning NPSP questions, especially the ones about Campaigns!

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,

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This entry was posted on Monday, February 22nd, 2016 at 9:44 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.

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