Soapbox Engage Blog

Happy Monday, Trailblazers!

And welcome to our new subscribers! We were so happy to see a number of Trailblazers subscribe to the PUB Crawl after our 400th edition went out last week! The best way to celebrate this milestone is to continue growing this community. We’re so happy you’re 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. Blog: Image Based Salesforce
   Terry Cole (Street Youth Ministry of Austin)

   A picture is worth 1000 words— but how can they be utilized in Salesforce? In this blog post, Terry Cole writes about the potential of using images front and center in Salesforce, which may be the standard in a not so distant future.

2. Card Testing Fraud Attacks
   Amy Frankel (Wildlife Conservation Network)

   Sometimes when credit cards are stolen, they are "tested" out on nonprofit donation pages to see if transactions will go through. This is because 1) there's no product sold requiring a real mailing address, 2) it is assumed nonprofits don't have the technical resources to catch and mitigate fraud, and 3) starting with a small donation amount is more likely to fly under the radar.

   Multiple protections can be put in place, but this won't stop all fraudulent transactions. Head to this post to share your process when payments do make it through (refund, wait for disputes, etc.).

3. Using NPSP/Household Account Model When Most Opportunities are Made by Organizations
   Tech Impact (Tech Impact)

   This organization is using NPSP and the Household Account model in Salesforce, but their original consultant did not associate all Contacts with Households. Instead, most Contacts had their Account set as their place of business or organization. The org primarily deals with other organizations, not individual donors.

   They are now considering whether to associate all Contacts with Households going forward. They are using a blended account model and seeking advice from others who have faced a similar situation. Share your recommendations!

4. Masking Employee Information in Salesforce
   Andrew Thompson (Special Olympics of Illinois)

   Event-based organizations may find that their employees frequently donate, making their personal information and donor history accessible in Salesforce to those with general access. What is the best way to mask this information for everyone except system administrators?

   One idea is implementing a new record type with associated filters, but this raises some longevity concerns. Visit this thread to view or share alternative solutions!

5. Zip Code-Based City, County, and State Data Retrieval
   Ralph Welch (Oregon Museum of Science & Industry)

   This Trailblazer is seeking a solution that can take a 5 digit zip code and provide city, county, and state data— so their org can automatically identify the locations of walk-up ticket buyers who provide their zip codes. While zip code boundaries may not always align perfectly with city and county boundaries, they can at least provide a geographic estimate! Share your recs on apps or address verification tools that could do the trick!

Great Events

1. Prepare for Salsa Sunset: Alternative Solutions and Migration Paths for Nonprofit Success - 6/13 at 2pm ET
   Katie Ciszek (Soapbox Engage)

   In September 2022, Salsa announced that its products would be retired by early 2024. If your organization uses Salsa CRM or Salsa Engage, it's time to look for an alternative solution! Join Tech Impact and Soapbox Engage for this informative webinar to review potential roadmaps to help your nonprofit navigate this transition and find the ideal CRM and online engagement tools to propel your mission forward.

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

   The month is already flying by! Looking to add some Salesforce events to your calendar? Head to this post for details on upcoming events like Nonprofit Ask Me Anything, Actionable Insights Webinar trainings, and in-person community conferences.

3. Donation Platform Demo Jam - June 14
   Katie Ciszek (Soapbox Engage)

   There are many donation platforms that can work with Salesforce, making it hard to decide which one is the best one for you. This event will feature a handful donation platforms demoing their app and answering questions from the audience. It's a demo jam with a twist!

Great Ideas for Nonprofits Using Salesforce

1. Improve Clarity of Predefined Appointment Availability in Appointment Manager
   Cameron Johnson (Western Michigan University)

   This idea aims to enhance the clarity of predefined appointment availability in the Appointment Manager within the Student Success Hub. Currently, support staff cannot easily identify the availability of other staff members when scheduling appointments. This becomes an issue when a staff member has no availability in the next 7 days, disabling the "First Available" shortcut button.