Soapbox Engage Blog

Happy Monday, Trailblazers! And Happy October! What are some fun (or spooky) activities you’ll be getting up to this month? I’d love to hear about them— particularly if they involve some team bonding. Always looking for new ideas. :)

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. Activate Data Cloud and Check Out Winter '24
   Henry Knox (Salesforce)

   Per usual, this week's Trailblazer Tribune is full of goodness! This week's feature? Data Cloud! As of September 19, Sales and Service Cloud customers with Enterprise Edition and above can get started with Data Cloud at no initial cost.

2. Data Cloud Considerations
   Josef Zima (Maintask.io)

   So Salesforce is offering Data Cloud at no additional cost. Are there considerations to make before enabling this feature? There's a great conversation happening on this post. Share your thoughts and best implementation practices!

3. Three Ways Higher Education Can Use Salesforce Experience Cloud
   Lawrence Levy (Enrollment Rx)

   Be it through forms, portals, or shopping carts, Experience Cloud can streamline internal processes for those working in higher education. Head to this post for an introductory video on Formbuilder Rx.

4. Tagging Monthly/Lapsed Donors
   Amy Tarleton (Indivisible Project)

   This Trailblazer is seeking advice on how to automate donor tagging for easier list management. Specifically, they're looking for suggestions on how to tag newly lapsed donors, donors who gave in the past 2 or 3 years but not the current year, and monthly donors whose gifts appear as regular ones due to a product integration. They're also interested in tagging people in different metro areas. Share your tips here!

5. Logging Completed Tasks
   Amy Tarleton (Indivisible Project)

   Another great post to weigh in on with best practices! This org is using tasks and activities to track donor related tasks and outreach. How do you use the task name, comments field, or activities record to mark completion/status?

6. Best Way to Make Sure Interns Don't See an Object
   Justine Rosenthal ("I Have A Dream" Foundation)

   This org wants to ensure their incoming interns cannot view the Case Management object for their client's records. What's the best (and preferably least labor intensive) way to achieve this?

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

   In the current Appointment Manager within Student Success Hub, support staff are unable to visually identify availability of other support staff when viewing the calendar to schedule an appointment. This issue arises when a support staff member does not have availability in the next 7 days, causing the "First Available" shortcut button to be unavailable for use. Head to this post to check out and vote for this proposed solution!