Soapbox Engage Blog

Happy Monday, Trailblazers!

I mentioned that Soapbox Engage attended the 2023 Bridge Conference earlier this month and had a blast connecting with nonprofit attendees and other exhibitors. Here are some of our reflections on the conference and the future of nonprofit fundraising!

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. Winter '24 Top Highlights for Power of Us License Grantees
   Terry Cole (Street Youth Ministry of Austin)

   As always, Terry is showing up to provide the community with some serious knowledge on the next big release. This post is all about the new features of the Winter '24 release (arriving in roughly 8 weeks!). From Dynamic Fields, to Permission Sets, to Flow Actions, get ready to load up on the details.

2. Live Nonprofit Release Notes Preview
   Lizzy Roberts (Salesforce.org)

   The Nonprofit Release Notes link that's in the Nonprofit Release Readiness sidebar has updated to the Winter '24 release notes!

   What can you expect? Winter '24 introduces Nonprofit Cloud for Fundraising and Outcome Management, plus enhancements to the Grantmaking, Case Management, and Program Management features.

3. Blog: Free Things I Always Install - DLRS
   Michael Kolodner (Kolodner.com LLC)

   This is the third in a summer series of posts from Michael Kolodner about free utilities to install into new or existing Salesforce instances. This post highlights Declarative Lookup Rollup Summaries (DLRS). DLRS gives you rollup summary superpowers that no nonprofit admin should be without. Learn more here!

4. Nonprofit Ask Me Anything Followup
   Lizzy Roberts (Salesforce.org)

   It was another successful round of Nonprofit Ask Me Anything! Individual questions from the sessions have been shared as posts in the Nonprofit Ask Me Anything Trailblazer group to encourage ongoing discussion around these topics. Head to the group to weigh in on conversations around platform events, account hierarchy, Winter '24, and more!

5. Managing Nonprofit Fundraising Portfolios in Salesforce
   Colette Odom (CHSNC)

   This Trailblazer is new to Salesforce and looking for some best practices when it comes to managing fundraising portfolios. How do you track progress with prospects, pull reports, or define stages? What tools do you take advantage of?

Great Events

1. Nonprofit Community Dinner & Reception at Dreamforce - Sept 12
   Lizzy Roberts (Salesforce.org)

   A special event for the nonprofit community has been announced during Dreamforce Week! The Nonprofit Community & International Dinner will be a wonderful opportunity to connect with your peers at Dreamforce over a delicious meal at the historic Sam’s Grill. After dinner, the networking continues with drinks at Sam’s Tavern. Kick off your Dreamforce with new connections!

2. Registration Open: Community Sprint in Sydney, Australia - Nov 15-16
   Cori O'Brien (Salesforce.org)

   Sprints are Salesforce-hosted community innovation events designed to bring partners, customers, and employee volunteers together to identify, prioritize and build solutions that make using Salesforce more impactful for nonprofit & education organizations. And for the first time, there will be a Community Sprint in Sydney, Australia! Head here to register!

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

   Here's a helpful list of all the community conferences coming up— plus great opportunities to connect and learn this week in Salesforce land.

Great Ideas for Nonprofits Using Salesforce

1. Report Outline Grouping Rows
   Pippa Comfort (EDM)

   Fundraisers require the ability to do lots of segmenting when developing solicitation lists. Currently, only 3 rows can be grouped in reports, which leads to time-consuming workarounds. This idea is to expand the number of rows that can be grouped.