Soapbox Engage Blog

Happy Monday, Trailblazers! And Happy Juneteenth! Take a moment today to read about the historical legacy of Juneteenth and consider honoring the holiday by supporting Black-owned businesses in your community.

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 Power of Us Hub

1. Rollup to Relationship: A Cool DLRS Trick
   Michael Kolodner (Kolodner.com LLC)

   DLRS is a powerful free tool that allows users to perform rollup summary operations. But it can also be used for non-traditional rollup tasks! In this blog, Michael Kolodner shares how you can use your rollup to make a new relationship, powering formula fields!

2. Modifications to the Global Header & Navigation Experience
   Anne Young (Salesforce)

   Head to this post to learn about recent modifications to enhance the Global Header & Navigation experience across Salesforce web properties. And stay tuned for more announcements concerning enhancements to the Login and Contact Menu’s, the Context Navigation, and more!

3. Best Practices to Indicate Employer in Nonprofit Cloud
   Jessica Kwok (Jessica Kwok Consulting)

   We are going to start seeing more and more questions like this one— orgs looking for new best practices and workflows as they make the move from NPSP to Nonprofit Cloud.

   This Trailblazer is looking for the best method to indicate the employer of an individual in Nonprofit Cloud. In the NPSP, they used Primary Affiliation lookup. It looks like the Contacts to Multiple Accounts feature may be an option in the Nonprofit Cloud. Share your thoughts!

4. Granularity vs. Simplicity for Small Non-Profits: Using Products
   Mahogany Lore, MLIS (Krishnamurti Center)

   This user is seeking community feedback on how small non-profits typically document purchases in Salesforce. Currently, purchases are logged similarly to donations, but with a note specifying the product purchased. They are curious if other organizations populate product records and link them to opportunities in Salesforce, and if so, how they label the Opportunity Products. Share your best practices!

Great Events

1. Tahoe Dreamin' - July 20-21
   Bill Greenhaw (Tahoe Dreamin' Salesforce Community Conference)

   Get your calendars ready for Tahoe Dreamin', the Salesforce Community Conference taking place on July 20-21 in the beautiful surroundings of South Lake Tahoe! It's a gathering of Salesforce enthusiasts where you can share knowledge and experiences. Secure your spot soon to enjoy discounted hotel rooms and make sure to visit the website for more information and registration details.

2. Community Sprint in London at Salesforce World Tour - 6/30
   Kristiane Kindle (Salesforce)

   If you're local to the London area or traveling in for the Salesforce World Tour, join the SFDO Sprint on Friday, June 30th. Community members will be joining forces to build solutions that will improve help nonprofits and schools use Salesforce more effectively. Head to this post to secure your spot!

3. GPT Dreamin' - August 7-11
   Ian Gotts (Elements.cloud)

   Have you wondered about all the ways GPT can benefit the Salesforce ecosystem? This free 5-day virtual event is packed with sessions like Introducing Salesforce GPT, Building Native Salesforce GPT apps, Transforming Org Management with GPT, Careers and Skills: Ride the Wave of GPT Without Drowning, and so much more!

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

   June will be over before we know it! 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.

Great Ideas for Nonprofits Using Salesforce

1. Adding Change Owner Button
   Arkadi Monastirsky (Matnat Chaim)

   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!