Soapbox Engage Blog

Issue 396

Happy Monday, Trailblazers! In DC, we had a weekend of gorgeous, balmy weather, and I’m feeling refreshed and energized for a new week. Wishing you all the same!

Last week, we sent out our monthly Soapbox Engage newsletter. If you haven’t already subscribed, this is a great way to stay up-to-date on our latest product updates, upcoming community events and webinars, and an endless supply of nonprofit tech and fundraising knowledge on our blog. Subscribe here!

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

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Great Posts from the Salesforce Power of Us Hub

1. Summer '23 Release Overview Deck
   Simon Kuntz (Salesforce)

   The Summer '23 Release Overview Deck is available now as Google Slides and as a PPT! The deck covers major enhancements of the release, including Customization, Security, Flow, CRM Analytics, and much more.

2. Data Hygiene Recommendations
   Jessica Pasley (Value Stream Consulting)

   Is one of your goals this year to increase your data hygiene? You're not alone! Head to this thread for some incredible and thorough tips on how to ensure new data comes into your org clean and doesn’t conflict with any of your existing data. And how to clean up old and inaccurate data.

3. Newest Addition of Nonprofit Cloud: Grantmaking
   Lori Freeman (Salesforce.org)

   Nonprofit Cloud for Grantmaking will be new functionality that is separate from the existing managed packages, Grants Management and foundationConnect. It will be an entirely new product, with the potential for greater cross-sector impact. Head to this post for details about what to expect in terms of capabilities and migration paths.

4. How Can Salesforce Help the HR Department?
   Yukari Shichishima (Futures Without Violence)

   This Trailblazer is looking for suggestions on how Salesforce can help streamline the work of an organization's HR department. Tracking certain data? Simple customizations? Share any ideas or recommendations here!

Great Events

1. Nonprofit Fundraising Alternatives to Salesforce Elevate
   Katie Ciszek (Soapbox Engage)

   As Elevate is in the process of being retired, it's time to look at some great fundraising alternatives that provide a modern giving experience, increase conversions, and strengthen donor relationships. This blog post covers 5 alternatives to consider!

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

   TOMORROW! 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.

3. 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.

4. 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 Coffee Chats, and Higher Ed Office Hours, and in-person community conferences.

Great Ideas for Nonprofits Using Salesforce

1. ASL: Exclude Opportunity Record Types From Allocations
   System Admin (NJPAC)

   Don't forget to peruse the IdeaExchange for great suggestions like this one-- and vote for the ones you want to see implemented or addressed. Many a wonderful product update has sprung from this community space!