July HubCap: Take Advantage of the Power of Us Hub

The HubCap is the monthly highlight reel of important product updates, best practices, events, and conversations posted to the Salesforce.org online community, the Power of Us Hub. The goal of the HubCap is to share content that helps you meet your goals, engage with the community, and achieve more with Salesforce. This month, let’s start off with a community spotlight of our two new Hub Heroes.

Community Spotlight: Julia Whitehead & Tracey Morris

Julia Whitehead and Tracey Morris have been Nonprofit Community Group leaders in London for years and on June 25, they reached a new milestone: they hosted their first ever virtual community group meeting! They also were the first two hosts for the revamped “Ask the Community” session, hosted on June 18. Formerly known as “EMEA Office Hours,” these community-led meetings offer an hour-long Q&A session and a chance to connect with peers from both the nonprofit and education community. If you’re interested in attending or hosting a future session, visit the Ask the Community group in the Hub.

Tracey Morris, Jisc, London Nonprofit Community Group Leader

Why is community important to you?
As someone currently working for a nonprofit organisation, and having worked for a couple of charities in the past, I really appreciate the opportunity to meet with others and discuss the issues and inspirations we share. I enjoy being with people and hearing how they use Salesforce; I find it fascinating to hear from such a wide range of different organisations as well. I don’t come from an IT background; when I started work, the tech you had on your desk was a telephone! However, I took the opportunity to learn new technologies as they were introduced into the workplace and when I first started using a CRM in 2009 it just clicked. Then we started using Salesforce and the rest is history!

What motivates you to contribute?
The Salesforce community is amazing. From the first time I attended the World Tour in London, I wanted to take an active role in the community and give something back in return for all I am getting. When the chance to work with Julia came up I was more than happy to volunteer and have really enjoyed planning and delivering our community group sessions. I try and attend other community groups as well so that I can meet more people and hear their experiences, and I’d recommend that others try and do this if they can. There are so many groups meeting online at present, I now have new friends all over the world.

Julia Whitehead, Giveclarity.org, London Nonprofit User Group Leader

Why is community important to you?
I first started using Salesforce in 2010 when I chose it as our CRM at the nonprofit I worked for. So many people who have responsibility for Salesforce at their charity take on many different roles, they often don’t have the budget or time to train or develop their Salesforce instance, so if they can come along to one of our sessions and learn something new that may help them when they go back to their offices then I’m happy. Many also tell us they like the chance to meet and talk to others about what they are doing, which is why Tracey and I always make sure we have a decent amount of time for the afternoon tea break!

What motivates you to contribute?
I first got involved with the community group in 2012. The previous group leader was unable to continue and as I had some experience running events, I volunteered. I attended when I worked as a Salesforce Administrator for a nonprofit and found the meetings really useful so that’s why I offered to help out. Eight years on and I am still here! Luckily, Tracey came on board and made a massive difference as we can share the workload and swap ideas to make each session better than the last.

Now, let’s review June’s top highlights from the Salesforce.org community and look at what’s coming up in July.

Product Updates in the Hub

View the full overview of the new products & features: Spring 2020: New Salesforce.org Products and Features. Join the new product groups below to ask questions, browse resources, and connect with Product Managers.

• Accounting Subledger: Group | Topic | Documentation | Webinar (July 21): Introducing Accounting Subledger | Webinar (July 16) Create Data-Driven Transparency
• Elevate: Group (coming soon!) | Topic | Documentation
• Enhanced Recurring Donations: Group (coming soon!) | Topic | Documentation | Webinar Recording: Upgrade to NPSP Enhanced Recurring Donations
• Gift Entry: Group | Topic | Documentation
• Insights Platform: Group | Topic | Documentation
• Program Management Module: Group | Topic | Documentation | Release Announcements | Webinar Recording: Introduction to Program Management Module (PMM) (for brand new admins) | Webinar Recording: Program Management Module Deep Dive (for experienced admins)
• Nonprofit Cloud Case Management: Group | Topic | Documentation | Webinar Recording: Nonprofit Cloud Case Management Deep Dive

Summer ’20 Release

• Notes: Release Notes
• Group: Join the New Release Readiness group to ask questions, share posts, and collaborate.
• Topic: Follow the #Summer ’20 Release topic to search through questions and threads.
• July 29 Release Webinar: Highlights of the Summer ’20 Release for nonprofits and education

Nonprofit Resources

• Webinars – Upcoming:
• June 29 – July 27 – Get Started: Fundamentals for Nonprofits
• July 16 – Create Data-Driven Transparency with your Fundraising & Finance
• July 21 – Introducing Accounting Subledger
• July 21 – foundationConnect Update – Summer Edition
• July 21 – Unifying Communications & Support to Drive Equity in the New Normal
• July 23 – Nonprofit Cloud Case Management Demo Jam
• July 29 – Highlights of the Summer ’20 Release for nonprofits and higher education
• Aug 10 – Aug 31 – Next Steps: Build on the Basics for Nonprofits
• Webinars – Past/Recordings:
• Series: Next Steps: Build on the Basics for Nonprofits and Education: 1) Sending Emails Through Salesforce, 2) Campaigns for Fundraising and More, 3) Activity Management, 4) Reports and Dashboards
• Let NPSP Tools Help You Get Your Data Into Salesforce
• Extend Data Import and Gift Entry Templates with Advanced Mapping
• Series: Getting Started with Program Management
• Introduction to Nonprofit Cloud for Program Management
• Introduction to Program Management Module (PMM)
• Hotlines, Helpdesks, and Case Management
• Import and Maintain Program Data
• Reporting on Your Impact
• Program Management Module Deep Dive and Nonprofit Cloud Case Management Deep Dive
• Healthy Org: Data Quality and Security
• Building a Data Integration Strategy that Maximizes ROI & related eBook
• How HR Leaders Are Engaging Employees in Their COVID-19 Response
• How to bring your (usually in-person) fundraising events online

• Blogs:
• Listen, Amplify, and Donate to Organizations Advancing Racial Equality

• Case Management App Makes its Case During COVID Pandemic
• The Future of Grantmaking
• What is World Refugee Day?
• Transitioning Offline Events to Online Experiences
  
• Knowledge:
• Healthy Org Workbook
• Demystifying Digital Transformation
• Integration – Can I Do It?
• The COVID-19 Nonprofit Response Playbook
• Events:
• Recurring every Wednesday: Ask a Nonprofit Expert, in multiple time zones | PT | BST | AEST
• July 16 – Ask the Community, every third Thursday of the month | BST timezone/EMEA.

Education Resources

• Webinars – Upcoming:
• July 7 & 8 – Getting Started: Student Experience
• July 14 – Admin Basics for Education Cloud (BST timezone)
• July 21 – Unifying Communications & Support to Drive Equity in the New Normal
• July 29 – Highlights of the Summer ’20 Release for nonprofits and education
• Webinars – Past/Recordings:
• Stories from Campus: Salesforce Innovation During Crisis
• One Connected Campus: How Centralized Processes Drive Impact
• Healthy Org: Data Quality and Security
• Building a Data Integration Strategy that Maximizes ROI & related eBook
• Series: Getting Started with Recruitment & Admissions link: 1) Recruitment and Marketing, 2) Admissions and Onboarding
• Trailhead Modules:
• Build a Connected Campus with Education Cloud
• Enroll Best-Fit Students with Education Cloud
• Administer Salesforce for K-12 Educational Institutions
• Workbook:
• Recruiting and Admissions Workbook
• COVID-19 Education Response Playbook
• Blogs:
• COVID-19’s Impact on the Architecture of Community Colleges
• How Higher Ed Can Fight Racism: Q&A with Terri Givens
• Articles:
• Einstein Analytics: Einstein Analytics vs. B2B Marketing Analytics
• Pardot: Syncing Preferred Email Addresses in NPSP or EDA with Pardot
• Events:
• Ask an Education Expert, in multiple time zones | PT | BST
• Higher Ed Office Hours, hosted by the Higher Ed Advisory Council

Event Highlights

• June 16 Recap – Higher Ed Summit Virtual 2020 | Session Recordings | Hub Group | Blog Recap
• Month of June – Salesforce Pride 2020 | Events & Resources
• Honouring Pride Month: Celebrating LGBTQ+ Trailblazers Making a Difference
• Why Our LGBTQ+ Community Needs to Show up for Black Rights
• Honoring Pride With Janelle Monáe and Megan Rapinoe
• TrailheaDX 2020
• June 25 | Recap Watch On-Demand Content
• July 13 – August 15 | Global Gatherings
• July 15 – Salesforce.com Learn AI with Salesforce | Full day virtual series

• July 22 – Salesforce.org Virtual “mini” Sprint for the Summit Events App! Registration is now live! Sign up to support this amazing Open Source Community Sprint project!
• View Upcoming Customer Success events on the Customer Success Event Calendar | Filter by Product, Event Type, Category, Language, and Region
• See the community-curated list Virtual Trailblazer Events/Meetups
Take Me to the Hub

We want your feedback! Hop in the Hub, post to Hub Feedback, and let us know your thoughts!

Join Power of Us Hub, an online community for Salesforce.org customers, certified partners, and staff. The Hub is a place for you to get answers, build your Salesforce skills, share your expertise, and connect with other Salesforce users in the nonprofit, higher ed, and K-12 sectors!