Feb 2020 HubCap: Highlights from Salesforce.org Customer Success

By Lizzy Roberts | February 3, 2020 | Communities, Higher Education, HubCap, Nonprofit, Power of Us Hub

Gordon Lee, Dale Gish, Natalie Vaynberg and Anne Crawford on the Ask A Expert panel for the Nonprofit Success Pack at the “New Year, New Org” in-person training in January.

Gordon Lee, Dale Gish, Natalie Vaynberg and Anne Crawford on the Ask A Expert panel for the Nonprofit Success Pack at the “New Year, New Org” in-person training in January.

Welcome to the HubCap

The HubCap is your monthly highlight reel of the most important product updates, best practices, events, and conversations posted to the Salesforce.org online community, the Power of Us Hub. Read through for curated success content that helps you meet your goals, engage with the community, and achieve more with Salesforce.

Let’s take a look at the top highlights from the Salesforce.org community from January 2020, including product updates, important announcements, and community milestones.

Shortcut to sections:

Let’s take a deep dive into what happened in January 2020.



Important Updates

“Ready, Set, Lightning!”

  • Salesforce turned on Lightning Experience on a rolling basis starting on January 7, 2020. The “Turn on Lightning Experience” critical update was activated for all orgs where the new interface wasn’t already enabled. See all updates in the Salesforce Lighting Experience Group in the Hub.

Releases



Extend Your Learning

Webinars

Past webinar recordings & slides of note from January:

Get Started with Fundamentals for Salesforce (Nonprofit)

Marketing Cloud Webinars

Upcoming Webinars to keep an eye on:

  • NEW: Next Step Webinar Series: Build on the Nonprofit Fundamentals, register for the series
    • After completing Get Started: Salesforce Fundamentals for Nonprofits webinar series, we encourage you to continue learning with this weekly series. The topics we’ll cover are basic components of Salesforce for nonprofits and essential to your success. These are:
    • Feb 6 – Week 1: Sending email through Salesforce
    • Feb 13 – Week 2: Campaigns for fundraising and more
    • Feb 20 – Week 3: Managing activities
    • Feb 27 – Week 4: Reports and dashboards
  • Get Started with Fundraising Webinar Series, register for the series
    • Fundraising is the heart of NPSP but every nonprofit is unique. In this 4-week series we’ll show you how NPSP can help solve some of the most common challenges in nonprofit fundraising.
    • Feb 12 – Week 1: Accounting for Your Income
    • Feb 19 – Week 2: Money that Comes in Over Time
    • Feb 26 – NEW! Week 3: Donation Attribution and Soft Credits
    • Mar 4 – Week 4: Reports and Dashboards for Fundraising
  • Fundamentals for Nonprofits Webinar Series, register for the series
    • Mar 2 – Week 1: Understanding basic Salesforce concepts and navigation
    • Mar 9 – Week 2: Understanding the core NPSP objects and simple configuration and customizations
    • Mar 16 – Week 3: Understanding fundraising processes and how to map them in Salesforce
    • Mar 23 – Week 4: Understanding how to use the NPSP Data Importer to get your data into Salesforce

See all upcoming webinars in the MindShare group in the Hub.

Knowledge Articles & Workbooks

Trailhead

  • Trailblazer.me announcement! Your Trailblazer.me account is your unified profile across the Salesforce ecosystem. With Trailblazer.me, you now have one place to manage your settings and can access multiple Salesforce-related sites with one login.
  • If you have questions about your Trailhead profiles, whether around your merged profiles or login itself, please direct all questions to: [email protected]
  • Join the Trailhead Community Convo Group in the Hub to ask questions, give feedback, and hear news about our Trailhead content.


Events

Check out the Community Events Group in the Hub to learn about upcoming in-person Salesforce events!

Past events

Jan 13, 2020: New Year, New Org (in-person, Salesforce-led event)

  • 40 community members gathered at Salesforce HQ in San Francisco for an in-person training. Gordon Lee, Bay Area Community Group Leader led an in-person training on the Salesforce Optimizer.
  • Check out the Healthy Org Workbook
Bay Area Community Group Leader, Gordon Lee, leads an in-person training on the Salesforce Optimizer

Bay Area Community Group Leader, Gordon Lee, leads an in-person training on the Salesforce Optimizer

Jan 16, 2020: Higher Ed Summit Ask Me Anything (virtual)

Jan 17, 2020: Cactusforce (in-person, community-led event)

  • Zayne Turner spoke on her experiences being judged for “technical” expertise as part of her keynote and explored what that even means. View session recordings here.
Image Credit: Corey Snow. Jessie Rymph, Corey Snow, Tami Lau and Jennifer Lee at Cactusforce, a community-led conference in Phoenix with three tracks: Developers, Architects and Configurators.

Image Credit: Corey Snow. Jessie Rymph, Corey Snow, Tami Lau and Jennifer Lee at Cactusforce, a community-led conference in Phoenix with three tracks: Developers, Architects and Configurators.

Jan 21, 2020: Manchester Success Summit (in person, Salesforce-led event)

  • Salesforce.org Success Summit went to Manchester, UK this month to meet with our North of England Nonprofit community. It was a full house, with 40 attendees joining us for a day of roundtable discussions and best practices on Data Management, NPSP, Marketing Cloud, and more. See the full recap here!
  • Partner 4C announced the launch of the Manchester Nonprofit Community Group!
  • Join the Ireland and United Kingdom Group in the Hub to stay in the loop for future events in the area.
Sara Brophy. A full house at the Salesforce.org Success Summit in Manchester, UK. Success Specialist, Amira Mahjoub, delivering a session on Getting Started with NPSP.

Sara Brophy. A full house at the Salesforce.org Success Summit in Manchester, UK. Success Specialist, Amira Mahjoub, delivering a session on Getting Started with NPSP.

Upcoming Events

Dreamin’ Events — these events are run by community members, not Salesforce!

March 30 – April 1, 2020: Open Source Community Sprint in Atlanta, GA!

April 29 – May 1, 2020: Higher Ed Summit. Register now

June 9 – 10, 2020: TrailheaDX. Save the date!

2020 Open Source Community Sprints:

  • March 30th – April 1st, 2020 in Atlanta, GA, Reg open now!
  • August 10th – 12th, 2020 in Seattle, WA, Reg opens in May
  • December 9th – 11th, 2020, Austin, TX, Reg opens in September

Global Gatherings — didn’t make it to Dreamforce 2019? No worries! DF19 comes to you!

  • Your Community Group Leaders are excited to bring the best of Dreamforce closer to home throughout January and February 2020. Join your local community for one of 250+ Dreamforce Global Gathering meetings to learn from your peers, connect with your local community, have fun, and give back together.
  • Find an upcoming gathering near you – see here.


Community Happenings

Hub Heroes

  • Congrats to our January 2020 Hub Heroes: Mariana Mazzeo, Dar Veverka and Pierre Desjardins
  • Learn more about our new Hub Heroes in the full blog post here

Knowledge Article Social Sharing

  • Did you know that you can now click to share knowledge articles to social media directly from the Hub?
  • Visit any knowledge article in the Hub and on the top right corner of the article you will see links to share via Facebook, Twitter and LinkedIn. Check out the screenshot below:
Share your favorite Salesforce.org Knowledge Articles on social media with click to share options directly from the Hub!

Share your favorite Salesforce.org Knowledge Articles on social media with click to share options directly from the Hub!

New Salesforce.com Calendar Filter

  • Looking for help with product adoption and best practices? The Salesforce.com Customer Success Events Calendar now has built-in filters for Nonprofit Cloud & Education Cloud to help .org customers find NGO & EDU content faster than before.
  • Here’s how it works: From the Customer Success Calendar, use the Products dropdown to filter for your desired cloud. Voila! You’ll see all of the upcoming webinars & events in that category. You can further segment by region and event type as needed.
  • For EDU content creators who publish to the calendar: Make sure you select the new “Education Cloud” value under “Products” on your Program Engagement Records to transfer your programs into this new filtered category.

Customer Success Calendar


That’s all, folks. Thank you for everything!

Take me to the Hub

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

From, Your Salesforce.org Community Team

The Power of Us Hub is 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 & connect with others in the nonprofit, higher ed & K-12 sectors who are using Salesforce!