Soapbox Engage Blog

Happy Monday, Trailblazers!

The Soapbox Engage team had an incredible time at Dreamforce last week! It was wonderful to build on connections new and old, celebrate some of our top releases of the year, and dream about the future of data and the Salesforce ecosystem! If we didn’t get the chance to connect at Dreamforce, please know you can always drop me a line (or reply directly to these newsletters)!

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. Dreamforce 2023 on Salesforce Plus
   Lizzy Roberts (Salesforce.org)

   Couldn't make it to Dreamforce last week? (Or couldn't make it to all the incredible sessions and keynotes you wanted to experience?) Check out some of the Nonprofit & Education content from Dreamforce '23 on Salesforce Plus!

2. Handling Donors Who Don't Want Their First Name Used
   Susan Zukov (-)

   This organization has a donor who does not want their first name to be used, and prefers to be addressed only with a prefix and last name. But often, email merges and snail mail merges use first name to address email recipients. What are some workarounds to honor this type of donor request?

3. Last Happy Friday .org Community Update from Lizzy (For Now :))
   Lizzy Roberts (Salesforce.org)

   It's Lizzy's last Friday update for a few months while she moves home to San Francisco from London. Head here for some incredibly helpful links to Trailblazer groups, recent announcements, and upcoming events. And don't forget to wish Lizzy a smooth trip/move home!

4. Blog: GPT Requires New Salesforce Skills
   Ian Gotts (Elements.cloud)

   The theme of Dreamforce '23 was all about the future of data and AI, with a special focus on how to incorporate these solutions into Salesforce CRMs with trust and effectiveness in mind.

   AI is here and it's time to prepare for how this will change your workflow and even the structure of your organization and data. This blog can help you prepare.

5. Reactions to Dreamforce '23 Nonprofit Keynote
   Blake Becker (Cloud for Good)

   Cloud for Good partnered with four nonprofit Salesforce representatives, all specializing in different areas of expertise, to provide their instant reactions and first-hand impressions from this year’s nonprofit keynote address. Head here to read their insights on what Dreamforce '23 promised to offer the ecosystem, with an emphasis on the importance of data.

6. Which Common Data Sources to Ingest Into CDP
   Jonathan Hrovat (Churchwest Insurance Services)

   Salesforce CDP enables you to collect and consolidate your customer data across different Salesforce orgs (such as sales, service, marketing) into a single unified customer profile so that you can build audience cohorts for marketing activation.

   Whew! This Trailblazer understand that CDP and Data Cloud are the future of IT. But they've raised the question, if your org doesn't have multiple systems/instances to integrate, what data sources are you missing out on? Share your thoughts here!

Great Events

1. Service Cloud for Nonprofits: Back to Basics - Oct 4
   Lizzy Roberts (Salesforce.org)

   This hour-long webinar provides an overview of Service Cloud features that your organization has access to as well as additional features that enhance the operational and stakeholder experience. Register here.

2. Next Community Sprint - Oct 30 & 31
   Kristiane Kindle (Salesforce)

   The next Community Sprint will be at the brand new Chicago Salesforce Tower on October 30th and 31st, and you’re invited! No tricks, just plenty of impactful treats. Get ready to build solutions to address common Salesforce nonprofit and education technology challenges.

Great Ideas for Nonprofits Using Salesforce

1. Allow Document Upload via the Applicant Application Viewer After Submission
   John Radcliffe (University of Colorado)

   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!