Soapbox Engage Blog

Happy Monday, Trailblazers!

Writing to you from Washington, DC! The whole Soapbox Engage team is getting together in-person for our Quarterly Connect, and we’re very excited to dive into conversations about how to better serve and support passionate nonprofit staff, “accidental techies,” Salesforce experts, and Trailblazers like you! Feel free to drop me a line if you have any thoughts to share.

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. Recap of Chicago Community Sprint
   Cori O'Brien (Salesforce.org)

   The power of the Nonprofit and Education Salesforce Community is truly unmatched, and Chicago's Sprint was just the latest example of this power! 98 sprinters with skill levels ranging from new to Salesforce to Certified Architect came together to facilitate community-built solutions. Head to this post to read about 10 projects relating to Declarative Lookup Rollup Summaries (DLRS), Memberships Done Better (MDB), Nonprofit Cloud best practices, and more!

2. Use Flows to Make a Task When a Box is Checked on an Opportunity
   Bhavin Patel (Salesforce)

   Have you taken a look at the Answers Connect group in the Trailblazer Community? The group shares top trends in Community Q&A, opportunities to connect with Trailblazers to problem-solve, and tips through featured content and topics. Check out this featured write-up on one way to streamline your operations with Flows!

3. Transform (Beta) in Salesforce Flow
   Tom Bassett (Trigg Digital)

   Within the Winter '24 Release Salesforce provided the ability to transform Source Data into Target Data. This Trailblazer decided to get hands on and record a demo of how to transform data in Salesforce Flow from an HTTP Callout. Check it out!

4. Automate This! Call for Guest Presenters
   Jennifer Lee (Salesforce)

   Submit your automation solutions to "Automate This!" to be featured in 2024. Host Jennifer Lee is looking for interested people for the following topics: solutions using Flow Builder; testing and troubleshooting using Debug; automation that helps admins, automation use cases for Sales Cloud, Service Cloud or Experience Cloud. Head here to submit!

5. Handling Anonymous Donations
   Chris Harris (Cloud Robots)

   Here's an instance where an organization is adding all anonymous donations to a single Account/Contact. However, they have concerns that data skew will become an issue over time and result in system errors. What are some best practices for recording donations that have no identifiable contact data?

6. The Trailblazer Tribune Nov. 10, 2023
   Henry Knox (Salesforce)

   In this week's Trailblazer Tribune: 4 Ways to Keep Generative AI Honest, Winter '24 release resources, an upcoming CRM Analytics Release webinar, and some important need-to-know updates from the tech world. Dig in!

Great Events

1. Self-Service Ticket Management for Nonprofit Events - 11/16 at 3pm ET
   Katie Ciszek (Soapbox Engage)

   With the Salesforce-integrated Soapbox Engage Events app, you can provide event registrants and attendees self-service tools to view and manage their reservations. Take the burden off staff by letting registrants update contact information, add meal preferences, edit payment method, and more. Register for this webinar to learn more!

2. Nonprofit Ask Me Anything - 11/15
   Emma Keeling (Hazledene Solutions Limited)

   Happening this week! 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. Allow for 3 Digits on EDA Test Object Percentile Field
   Thomas Mercer (University of Washington)

   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!