Soapbox Engage Blog

Happy Monday, Trailblazers! Who is planning to attend Nonprofit Dreamin next week? Let me know so I can make sure we don’t miss you at this gathering of nonprofit professionals, Salesforce enthusiasts, and change-makers. Looking forward to more inspiring and fruitful conversations with the community!

Speaking of community— scroll on down for some great posts, ideas, and questions from Trailblazers like you!

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Great Posts from the Salesforce Power of Us Hub

1. Understanding Salesforce Metadata: A Guide for Non-Techies
   Ian Gotts (Elements.cloud)

   Metadata is the key to the customization, functionality, and efficiency of your Salesforce org. Understanding the importance of Salesforce metadata will help you unlock the full potential of the platform, ensure maintenance of best practices, and deliver results that align with your organization’s goals. Check out this helpful guide from Elements.cloud!

2. Resources from Oct 18 EMEA Ask Me Anything Session
   Emma Keeling (Hazledene Solutions Limited)

   Head to this post to check out some of the resources shared as part of the EMEA Ask Me Anything Session on October 18th. Topics covered include sending emails with Marketing Cloud, adding Accounts to Campaigns, and NPSP Tribute Opportunities.

3. Trailblazer Tribune: Planning for the Future of AI in Commerce
   Henry Knox (Salesforce)

   Featured in this week's Trailblazer Tribune is an article that can help you focus on getting your data in shape and prioritizing personalization and productivity through AI. Per usual, there are also some great upcoming events, release documents, Trailmixes, and various other resources to peruse.

4. Continued Conversations Around NPSP and Nonprofit Cloud
   Abigail Saltzman (Project Healthy Minds)

   As you all know, it's a period of transition for nonprofits using Salesforce! Transitions can stir up a lot of excitement and confusion alike, but it's clear that the Trailblazer community is ready to share questions, ideas, and resources along the way. This Trailblazer is curious about donor data and fundraising processes in Nonprofit Cloud vs. NPSP, plus when to consider migration to Nonprofit Cloud and if the age of an org plays a role in migration considerations.

Great Events

1. Upcoming Nonprofit Ask Me Anything - Nov 15
   Emma Keeling (Hazledene Solutions Limited)

   Nonprofit Ask Me Anything Sessions are 45-minute sessions, with no presentation but instead, live Q&A with amazing hosts from the Salesforce community. These are aimed at beginner and intermediate-level Salesforce admins, although all levels of Salesforce users are welcome.

2. Community Sprint Before Nonprofit Dreamin - Oct 30 & 31
   Kristiane Kindle (Salesforce)

   The next Community Sprint is just one week away! 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! And to be followed by the highly anticipated Nonprofit Dreamin on November 1-2.

3. Community Sprint in Sydney, Australia - Nov 15-16
   Cori O'Brien (Salesforce.org)

   There's more than one Community Sprint coming up! 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!

Great Ideas for Nonprofits Using Salesforce

1. Access Summary on User
   Cheryl Feldman (Salesforce)

   Imagine a world where you could just go to a user and see which permissions they had access to and how they are getting them. Cheryl Feldman (Product Manager, Salesforce) has documented an idea from the community that would greatly reduce the number of clicks into each permission set, permission set group, queue, etc needed to access the information you're looking for!

2. View & Manage Object CRUD Access in Object Manager
   Cheryl Feldman (Salesforce)

   Here's another idea documented by Cheryl Feldman based on feedback and conversations happening in the #AwesomeAdmins Trailblazer topic. This idea would enable you to see and modify all of the permission sets and permission set groups that are granting access to an object from within the object manager.