Soapbox Engage Blog

Happy Monday, Trailblazers!

Can you believe it’s already November? We are officially into the busiest months of the year for nonprofits— particularly when it comes to fundraising, year-end giving, donor relations and retention, and, whew, so much more. Hang in there, and let’s make these last two months count!

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. Changes for Two Winter '24 Release Updates
   Lochlainn O'Shea (Salesforce)

   A couple updates to note for the Winter '24 release: Salesforce now enforces the "Require Sender Name and Email Address to Send Chatter Email Notifications" release update. And Salesforce has adjusted the enablement strategy of the "Allow Only Trusted Cross-Org Redirections" release update. Check out the comments section of this post for details.

2. Blog: 10 Salesforce Org Management Mistakes + How to Avoid
   Ian Gotts (Elements.cloud)

   This article highlights some common mistakes in Salesforce org management, like insufficient data governance, over-customization, poor documentation, and inadequate change management. Give it a read for some proactive strategies to ensure effective use of Salesforce for long-term success.

3. Administer and Maintain Service Cloud - 2 Day Class
   Nicholas Hojnacki (Salesforce)

   Craving a structured learning opportunity? Want to improve your customer service and support operations? Check out this 2-day class focused on using Service Cloud.

4. Free Gift Card! Share Your Salesforce Customer Success Experience
   Nicole Isaacson (Salesforce)

   Who doesn't have time for a little treat? Complete a review of Salesforce’s Success Plan resources and receive a free gift card for your feedback! Resources include Salesforce Support, Guided Onboarding, Expert Coaching Sessions, Trailhead Academy courses, and more. Check out this post for details.

5. The Trailblazer Tribune November 3, 2023
   Henry Knox (Salesforce)

   There are some great learning opportunities featured in the most recent Trailblazer Tribune, like a webinar this Wednesday focused on how to build a nonprofit data strategy to maximize capacity, income, and impact. Check out all the opportunities and resources here— be sure to download the PDF to access all links!

6. Best Practices to Manage Allocations on Reimbursable Grants
   Susanna Sharp (-)

   This Trailblazer is seeking advice on how to allocate payments for a reimbursable grant Opportunity, where payments are consistently received across 2-3 General Accounting Units (GAUs) but have varying amounts and percentages. They're considering whether to use separate Opportunities with a Parent Opportunity or leverage Recurring Donations. Share potential solutions, drawbacks, and best practices here!

7. Three Helpful Flow Articles
   Rakesh Gupta (Salesforce MVP)

   Level up your Salesforce Flow knowledge with these three community-created articles. They cover topics like notifications for prospect removal in Sales Engagement Cadence, automated lead assignments for Sales Engagement Cadence, and mastering Flow design patterns.

Great Events

1. 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.

Great Ideas for Nonprofits Using Salesforce

1. Make "New Note" Button on "Client Notes History" Component Configurable
   Matt Henry (Ascendably)

   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!