Soapbox Engage Blog

Issue 395

Happy Monday, Trailblazers! Congratulations, you made it to May!

In case you missed the announcement, the Salesforce Social Team has announced a consolidation of all Salesforce.org social channels— meaning an end to the nonprofit/education specific channels. More on that announcement below!

I wanted to take a moment to encourage folks to follow @picnet on Twitter and Soapbox Engage on LinkedIn. In addition to curating the PUB Crawl, we like to stay on top of all things Salesforce and #nptech and share important updates/helpful resources on our social channels. You can even follow hashtags like #PUBCrawlNewsletter and #SalesforceNonprofit on Twitter to get notifications for topical posts!

Scroll on down for the latest solutions, ideas, and questions from the Trailblazer community!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

 

Great Posts from the Salesforce Trailblazer Community

1. Summer '23 Top Changes for Power of Us Grant Holders
   Terry Cole (Street Youth Ministry of Austin)

   There are lots of things to look forward to with the Summer '23 release! Terry Cole outlines some of the key changes in this post, including no new Process Builders (time to switch to Flow!), accordions and tabs on app pages, Flow email action, Dashboard Widgets, and more!

2. Blog: Always Build in a Sandbox. (Except when you don’t. Or can’t.)
   Michael Kolodner (Kolodner.com LLC)

   It’s a mantra oft-repeated: “Never build directly in production.” But, as Michael Kolodner points out in this article, sometimes “building” in production is reasonable, or perhaps even necessary.

3. Update Regarding Salesforce.org’s Social Channels
   Lizzy Roberts (Salesforce.org)

   The Salesforce Social Team has announced a consolidation of all Salesforce.org social channels that will be taking place over the coming months. However, education and nonprofit content will still be shared on the Salesforce social accounts and accounts like Dreamforce and Trailhead. Head to this post to see which channels will be available after the consolidation of handles.

   As I mentioned above, if you are interested in a more curated feed tailored to Salesforce for education and nonprofits, I encourage you to follow @picnet on Twitter and Soapbox Engage on LinkedIn! We stay on top of the latest #nptech news!

4. Followup Resources from Education Summit 2023
   Lizzy Roberts (Salesforce.org)

   From exploring innovations in education to connecting with Trailblazers from around the world, this year’s Education Summit was truly epic. Head to this post to explore the greatest moments of Education Summit 2023 on Salesforce+, including keynotes and innovation sessions.

5. Change to Help Portal with New Global Header and Navigation
   Nick Sweers (Salesforce)

   The site-wide Org Picker has been eliminated from the Help Portal and is instead only located on Contact Us and My Cases pages. Additionally, only users who have permissions to more than one org will see the Org Picker. Learn more here.

Great Events

1. Understanding NPSP & How to (Actually) Help a Nonprofit - 5/9 at 3pm PDT
   Rachel Park Brayboy (Slalom)

   The next Salesforce Architect Group meeting is in partnership with the LA Nonprofit Group. This session will help participants learn more about Nonprofit Success Pack architecture and the unique data model of NPSP.

2. Connections Event in Chicago - June 7-8
   Lizzy Roberts (Salesforce.org)

   Connections is the Salesforce event of the year for marketing, commerce, and all digital engagement professionals. Featuring inspiring keynotes, hands-on activations, networking opportunities and sessions dedicated for the Nonprofit & Education industries. Nonprofit & Education registration pricing is available for a limited time.

3. Snapshot of What’s Coming Soon
   Lizzy Roberts (Salesforce.org)

   Looking to add some Salesforce events to your calendar? Head to this post for details on upcoming events like Ask A Nonprofit/Education Expert, Coffee Chats, and Higher Ed Office Hours.

Great Ideas for Nonprofits Using Salesforce

1. Log 'New Walk-In' Appointment That Occurred in the Past
   Jeanne Stalzer (Cloud for Good)

   Use Case: When a student arrives for an unscheduled visit, a support staff member wants to be able to focus on the student first and address the record keeping later. Head to this idea to learn about the current and desired functionality around this use case.