NPSP Day Cape Town 2018

View fullsize

NPSP Day Cape Town - March 22nd, 2018

Katie McFadden and Ryan Ozimek (Soapbox Engage) flew to Cape Town to facilitate NPSP Day with Sam Vos and the Connect Consulting team last month. Around 50 nonprofit Salesforce users, admins and consultants gathered in Cape Town, South Africa for a day of peer learning and un-conference activities.  This was a tremendous turn out and one of the largest NPSP Day events to date. The local community was eager to meet one another and share their experience and knowledge.

What's an NPSP Day?

NPSP Day is an un-conference style event which facilitates knowledge transfer. We strongly believe that there are no experts and that everyone has experience and perspective to share.

The agenda at this day long event is determined 100% by the people in the room. After discussing what's working, not working and unknown via partner activities, sticky notes and rowdy discussion, we zero in on the topics that folks want to discuss during the rest of the day. NPSP Day DC might focus on political advocacy while NPSP Day Amsterdam might focus on payment processor integrations. Everyone gets their voice heard while we work through burning questions to produce aha moments.

Check out our friend Shonnah's blog post about NPSP Day Minneapolis and the full NPSP Day experience.

Where are these events?

We're proud to see the Salesforce nonprofit community span many countries around the world. NPSP Days take place in 25+ major cities including D.C., Boston, New York, Phoenix, Seattle, Toronto, Amsterdam and London to name a few. Check out the NPSP Day website for a full list of cities and dates.

Thank you to our friends in Cape Town for inspiring us with your camaraderie and knowledge. We look forward to seeing you again soon!

View fullsize

Sam Vos (Connect Consulting, Host), Ryan Ozimek (Soapbox Engage), Katie McFadden (Common Voyage), Hetile Mabunda (Vera Consulting), Jesse Twum-Boafo (Vera Consulting)

Salesforce Data on Your Website

Many organizations want to display information from their Salesforce instance on their website. We work hard to collect data in Salesforce, so let's use it! In this post we'll take a look at how to do that using a Salesforce-integrated app called Form Assembly. These instructions are geared towards Salesforce System Administrators with a moderate-to-advanced understanding of Form Assembly.

Let's say we have lots of volunteers at our organization and we want to give credit on our website to the top five volunteers. To do this, we'll create a form which pre-fills a list of five Contacts with volunteer hours in descending order.

Basic Form

Create a form with a repeatable section which displays the Contact's full name and number of hours volunteered.

Clean up the form

Clean up the form by doing the following:

- Hide the section title and border

- Hide the field labels

- Make the fields read-only

- Limit the repeatable section to 5 sections max

- Add a hidden field as the first field in the repeatable section displaying the No. of Volunteer Hours so that we can sort the repeatable section in alphanumeric descending order

Custom Code

In the Custom Code section of the form, add this tiny bit of code below. This will hide the remove and add another hyperlinks in the repeatable section and get rid of the submit button.

/*Removes the remove link in a repeatable section*/  
       .wForm a.removeLink {
          display: none;
       }
 
  /*Removes the Add Another link in a repeatable section*/
        .wForm a.duplicateLink {
           display: none;
        }

  /*Removes the submit button*/
         input.primaryAction {
            display: none;
         }

Pre-fill Connector

Since this form has no submit button, we only need to create a pre-fill connector. The connector queries all Contacts from Salesforce with more than 0 volunteer hours. We're mapping the list of Contacts into the repeatable section in descending order. Our field mappings include: No. of Volunteer Hours (for sorting purposes), Contact Name and No. of Volunteer Hours again (for displaying purposes).

Voila!

When we load the form in a browser, we will see the top five volunteers listed in order of hours volunteered. Feel free to add columns of data or additional criteria to the pre-fill connector to adjust this base template. You can also check out Form Assembly's Publishing Options to find out how to add this component to your website.

In just a few steps, we've managed to expose Salesforce data on our website in an interesting and productive way. If you want to display data in more robust ways and allow for searching, check out the Soapbox Engage Directories App.

Let us know if you have other ideas about interesting data to share with constituents.