PUB Crawl for November 16, 2015

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!

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PUB Crawl for November 9, 2015

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!

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PUB Crawl for November 2, 2015

Welcome to the fourth edition of the PUB Crawl! I share the top items discussed in the Salesforce Foundation’s Power of Us Hub (“PUB”) so you can spend more time getting your work done.

Let’s belly-up, and dive right in to this week’s edition!

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PUB Crawl for October 26, 2015

Welcome to the third edition of the PUB Crawl! I share the top items discussed in the Salesforce Foundation’s Power of Us Hub (“PUB”) so you can spend more time getting your work done.

Let’s belly-up, and dive right in!

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PUB Crawl for October 19, 2015

Welcome to the second edition of the PUB Crawl! I’ll be sharing the top items discussed in the Salesforce Foundation’s Power of Us Hub (“PUB”). Why? Well, I’m reading the entire PUB anyway, so I figured, heck why not pass some kernels of knowledge to my amigos?

Let’s belly-up, and dive right into it!

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What is the Salesforce Lightning Experience and should I enable it for my organization?

The Salesforce Lightning Experience is a slick new user interface layered on top of your existing Salesforce account that focuses on allowing sales teams (or development and fundraising teams in our nonprofit community) to work and close opportunities faster. It is generally available as a feature that can be enabled by Salesforce administrators starting with the Winter ’16 release.

If enabled for users, they will see a new link under their user menu to “Switch to the Lightning Experience”. This will load a whole new beautiful interface for viewing and interacting with your Salesforce data. If they need to switch back to Salesforce Classic, they can do so by clicking on “Switch to Salesforce Classic” from under their user menu (accessible in the Lightning Experience by clicking on the user avatar).

To enable or not to enable, that is the question.

The Lightning Experience is tremendously cool, there’s no doubt about it. It offers tons of neat new functionality and a beautiful interface that makes data look just oh so much friendlier and more impressive. It also includes great enhancements for list views, report filters, inline email, enhanced notes, etc. You can read more about how great it is here. However! The new stuff is so sexy and compelling that it’s easy to miss some of the fine print about what’s not included yet, and some of the missing things are pretty critical! Because of the amount of things not supported yet, we’re considering this Winter ’16 release an “admin release” that allows Salesforce administrators to be able to start exploring and evaluating the Lightning Experience to plan to rollout over the next year (or beyond).

What’s not supported yet?

  • No Campaign & Campaign Member data

    This is critical for anyone using Soapbox Engage or Soapbox Mailer. If you access your Salesforce database from a user account running the Lighting Experience, you will not be able to view your Campaigns or Campaign Member histories. To view this information, you would need to switch back to Salesforce Classic. This functionality is on the roadmap for the Spring ’16 release, so it’s not far around the corner, but it’s not there yet.
  • No ability to “Find/Merge Duplicates” or “Add to Campaign” for Leads

    Again, if you are using Soapbox Engage in particular, you will likely not want to switch to the Lightning Experience until these are supported (or at least not switch your user accounts that need to access these functions).
  • No inline editing

    If you are using inline editing a lot (where you double-click a field to make quick edits instead of needing to click the “Edit” button to edit the whole record), you may want to hold off on migrating to the Lightning Experience since this functionality does not yet exist.
  • No custom buttons

    If you have custom buttons setup (such as the “Send” button included with Soapbox Mailer or the “Attendee” list button setup for Soapbox Events), these will not appear in the Lightning Experience. Want to get involved in the discussion of how this might be addressed in the future? Join the conversation here.
  • No support for person accounts
  • No record merging
  • No mass email

There are some other things too. For the full list, check out this Trailhead module called “Is the Lightning Experience Right for Me?“.

So what does this mean for your organization?

The Lightning Experience is undergoing rapid development, so many of the current limitations will addressed and covered in the next few releases. We highly encourage Salesforce administrators to begin learning about the new functionality and exploring in a sandbox environment so you can be well-educated in creating a plan for if, when and how you will want to start rolling this out to your users. It’s up to you as your organization’s Salesforce pro to make an informed decision about when your organization may be “Lightning Ready”.

For more information check out these awesome Trailhead modules:

And if you have feedback on successes and challenges, we’d love to hear about it! Please share with us and the community through the Power of Us Hub so we can help each other along this journey.

 

PUB Crawl for October 6, 2015

Welcome to the inaugural edition of the PUB Crawl! I’ll be sharing the top items discussed in the Salesforce Foundation’s Power of Us Hub (“PUB”). Why? Well, I’m reading the entire PUB anyway, so I figured, heck why not pass some kernels of knowledge to my amigos?

Let’s belly-up, and dive right into it! Read more »

 

Now IT Matters becomes latest Soapbox Engage Partner

Now IT Matters logoWe’re happy to give a hearty welcome to Now IT Matters, our latest Soapbox Engage Salesforce Partner.

Here’s the word straight from our newly minted partner on why Now IT Matters…well, matters:

Now IT Matters works solely with nonprofits because we believe that our planet needs them. We appreciate that they want to be out in the world sparking change…not hunched over their desk struggling with data. They want to be impactful and we want to help them make that impact effectively and efficiently.

If your firm is interested in becoming a certified Soapbox Engage Partner, check out the Soapbox Engage Partner program details and submit your application today!

 

Demystifying online petitions for the seasoned advocacy pro or the curious nonprofit newbie

Webinar: How Global Fund for Women engaged more than 20,000 people for women and girls Wednesday, May 6th 1:00 – 2:00 pm ET Register to Attend!

Online petitions can be a great strategy to rally support for a cause and spark social change – all while building excitement for your mission, boosting donations, and dramatically growing your supporter list.

But where do you start and what do you need to succeed?

Get the answers to these questions and more as Laura Shapiro, Director of Digital Engagement for Global Fund for Women, dishes on what led to the success of IGNITE: Women Fueling Science and Technology, a campaign to create more equitable access to tech for women and girls worldwide that garnered more than 20,000 signers.

Global Fund petitions webinar

Webinar: How Global Fund for Women engaged more than 20,000 people for women and girls Wednesday, May 6th 1:00 – 2:00 pm ET Register to Attend!

 

Soapbox Events available on Salesforce.com AppExchange

Fresh on the heels of Soapbox Petitions being added to the Salesforce.com AppExchange, we’re pleased as punch to share that Soapbox Events has joined it there as well!

Soapbox Events

Through clicks not code, Soapbox Events provides simple yet powerful online event management tools integrated with Salesforce. That combination makes it a rare bird. Just ask Justin Birdsong, Manager or Technology Product Development for the Cultural Data Project:

“Soapbox Events is a really, really excellent tool. I spent about 6 months researching different options and looked at everything from free bolt-ons to paid apps to full-scale customized consulting projects, and frankly, nothing really fit the mold unless we were prepared to spend tens of thousands.”

If you’re interested in learning more, check out our listing on the Salesforce.com AppExchange or explore the full suite of Soapbox Engage online engagement tools.