Soapbox Engage Blog

Issue 397

Happy Monday, Trailblazers! Yesterday evening, I had the chance to see a local cumbia band perform outdoors at the US National Arboretum— it was a delightful event! I hope you also enjoyed some community time over the weekend.

Speaking of community! 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. The 2023 Dreamforce Call for Participation is Now Open
   Lizzy Roberts (Salesforce.org)

   Do you have a compelling Dreamforce-worthy tale to share— or know someone who does? Submissions are OPEN for speaker nominations (and they close June 6). Dreamforce is looking to feature stories of incredible career growth, cross-departmental innovation, big business outcomes, dynamic demos, and more. Head to this post for details and submission guidelines!

2. Blog: 5 Characteristics of a Great Nonprofit Salesforce Consultant
   Katie Ciszek (Soapbox Engage)

   A great Salesforce consultant will have a unique set of skills & expertise to help nonprofits achieve their goals. This blog explores 5 characteristics of a great nonprofit Salesforce consultant!

3. World Tour NYC Community Sprint Recap
   Cori O'Brien (Salesforce.org)

   A couple weeks ago at World Tour NYC, community members worked on seven different projects for an epic Community Sprint. They made a HUGE amount of progress in just one day of collaboration.

   From a potential food pantry data model, to making DLRS easier to use, to building a trust and maintenance model for community sourced app advice, each of the seven projects we worked on has or will make it easier for admins to do their job.

   Head to this post to find a full recap of who attended, what was worked on, and what you can expect to see at the next Sprint!

4. Collaborative Forecasting for Nonprofits
   Larry Gabbard (Dynamic Catholic)

   This Trailblazer is looking for the best way to show donations received as well as projected to be received for upcoming months/quarters. Head to this post to share your tips and best practices!

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

   In case you missed it last week! 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.

6. Blog: ChatGPT Just Hints at the Potential of GenerativeAI
   Ian Gotts (Elements.cloud)

   The AI buzz is not going to die down! This blog post takes a look at the difference between ChatGPT and GenerativeAI (GPT) when it comes to limitations and possibilities.

Great Events

1. 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.

2. Upcoming Nonprofit Ask Me Anything Sessions
   Lizzy Roberts (Salesforce.org)

   Nonprofit Ask Me Anything Sessions are 45-minute sessions, with no presentation but instead, live Q&A with amazing hosts from the Salesforce community. These are aimed at beginner and intermediate-level Salesforce admins, although all levels of Salesforce users are welcome. And now they are offered in multiple timezones!

Great Ideas for Nonprofits Using Salesforce

1. Add Custom Fields to Engagement Plan Template Tasks
   Jennifer Stefero (Galvin Technologies)

   It is possible to add custom fields to the header of the Engagement Plan Template, but not to the Engagement Plan Template Tasks. Engagement Plans are fantastic functionality and would be greatly enhanced if custom fields could be added to the Engagement Plan Template Tasks. This would allow for better classification of the resulting tasks, and better reporting. Vote for this idea if you agree!