Soapbox Engage Blog

Happy Monday, Trailblazers!

Can you believe we’re already at the end of August? It seems like every month goes by quicker than the last. I hope you’ve all been able to knock off all the items on your summer bucket list— though technically you still have until September 23 :)

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. Introducing Trailblazer Stamps
   Sara Halvorson (Salesforce)

   For the first time ever Salesforce is recognizing experiential learning with a new virtual reward – a Trailblazer Stamp! Trailblazer Stamps celebrate your engagement at select Salesforce events – both in person or virtually on Salesforce+. They will now be appearing automatically on your Trailblazer Profile after you attend an event. Head to this post to learn more!

2. Report for One-off Donors Who Become Recurring
   Emma-Jayne Bailey (EJBailey)

   This Trailblazer is looking to build a report that answers the question, 'What is the relationship between people giving one-off donations and becoming recurring donors?' At their org, donations (recurring and one-off) are entered through a custom 'Income' object. Share your ideas and best practices here.

3. New Trailhead Badge: Care Plan Management
   Cody Switzer (Salesforce)

   The learning never stops! A new Trailhead module, Care Plan Management in Nonprofit Cloud for Programs, is live! The badge focuses on creating and managing care plans, including goal definitions, action plans, and care plan templates.

4. Winter '24 Pre-Release Trial Org Sign-ups Live
   Sunil Nandipati (Salesforce)

   Winter '24 Pre-Release trial org sign-ups for Nonprofit Cloud and Education Cloud are now live. Get started with a guided setup experience, access pre-built industry processes, and build using low code/no code tools.

5. New Nonprofit Cloud and Apps/Intergrations?
   Heath Parks (Cincinnati Works)

   This user is looking for resources that note which apps/integrations currently work with the new Nonprofit Cloud. You may be wondering what is next for your organization, and how to best position it for future success. In this transitionary period, it's hard to know what will and will not work. Any insights to share?

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. Table Talk with Higher Ed and Nonprofit Trailblazers - Sept 13
   Rachel Park Brayboy (Slalom)

   Let's here it for more opportunities to connect with folks in the Higher Education and Nonprofit communities at Dreamforce! Add this casual conversation to your calendar to learn more about the new Education and Nonprofit Clouds and connect with folks in these industries.

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. Let NPSP Relationships Use the Standard Gender Identity Field
   Barbara Christensen (Data Geek Labs)

   Right now an admin can only choose a custom picklist field in NPSP Relationship settings, like the Gender__c field included in NPSP. With the release of the standard GenderIdentity field, admin should be able to specify that as the Gender controlling field in NPSP Relationship settings. Head to this post to vote for this idea!