PUB Crawl - Oct 9, 2023

PUB Crawl Newsletter

Happy Monday, Trailblazers! I suspect most of you are offline for Indigenous Peoples’ Day so I’ll keep this intro brief! Below are some of last week’s great questions, ideas, and resources from the Trailblazer community.

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Great Posts from the Salesforce Power of Us Hub

  1. App or Flow for Room Scheduling
    Denise De Luna (Sacred Heart Retreat House)

    Let's kick off this week's PUB Crawl with a great opportunity to help a fellow Trailblazer out with some best practices! This user is looking to automate room assignments when individuals register for a retreat house. But there's a catch. Head here with your problem-solving hat!

  2. Alternative to Email Acknowledgement Button
    Alex Coelho (I Have A Dream Foundation)

    And here's another question for the community! This organization uses different email acknowledgement templates depending on the donation amount. They're looking for alternative to the Email Acknowledgement Button— possibly a flow to determine an email alert based on the Amount. Share your thoughts and ideas here.

  3. Trailblazer Tribune: AI Innovations, Winter '24, Upcoming Webinars
    Henry Knox (Salesforce)

    On Thursday, you can hear from Leah McGowen-Hare (SVP, Trailblazer Community) and Kat Holmes (EVP, Chief Design Officer) as they dive into the future of design and UX powered by AI. Or you can learn to add value to energy customer relationships with data + AI. Head to this post to download the full Trailblazer Tribune.

  4. Connecting Nonprofit Salesforce Admins
    Eli Nunes (Unite America)

    This Trailblazer has been using Salesforce for a decade but is brand new to the nonprofit sector! Head to this post to connect and share your best practices when it comes to nonprofit tech and Salesforce for nonprofits.

  5. Learn Integration Using HTTPS Callout Via Salesforce Flow
    Rakesh Gupta (Salesforce MVP)

    Looking to learn this week? Head to this post to learn things like how to automate currency exchange rate updates, proactively manage your Salesforce instance, verify and standardize Salesforce addresses, and more.

  6. Free Guide: End-of-Year Fundraising Checklist
    Katie Ciszek (Soapbox Engage)

    So... what should be on your year-end fundraising checklist besides making coffee? This guide will take you through all the giving season best practices, like setting clear giving goals, establishing a fundraising calendar, optimizing your donation pages, building a P2P campaign, and more.

Great Events

  1. Webinar: Event Management with Salesforce-Integrated Events app - Oct 11
    Katie Ciszek (Soapbox Engage)

    It's almost gala season! Looking for an events management solution that integrates with Salesforce, supports virtual and in-person events, QR code ticketing, member-only payments, and more? Join us for Wednesday's webinar, Event Management with the Soapbox Engage Events app.

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

    The next Community Sprint is just around the corner! Don't miss this incredible opportunity to gather at the brand new Chicago Salesforce Tower on October 30th and 31st. No tricks, just plenty of impactful treats!

Great Ideas for Nonprofits Using Salesforce

  1. Opportunity GAU Allocations Autofill Onto Payment
    Karina Meiklejohn (-)

    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!