Happy Monday, Trailblazers!
It’s a very busy time of year, and with a shortened work week, you might be feeling a liiiiiittle extra pressure this Monday. I hope you take some time to rest and breathe, even as you power through the to-do lists and quarterly goals. As always, I’ll be cheering for you! The Salesforce, Trailblazer, and partner ecosystem has your back.
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
- Demo of Transform (Beta) in Salesforce Flow
Tom Bassett (Vera Solutions)Within the Winter '24 Release, Salesforce provided the ability to transform Source Data into Target Data. Tom Bassett decided to get hands on with Transform (Beta) in Salesforce Flow— and recorded a demo to benefit the Trailblazer community. Check it out!
- Resources from 11/15 EMEA Ask Me Anything Session
Emma Keeling (Hazledene Solutions Limited)Here are some of the resources shared as part of the EMEA Ask Me Anything Session on November 15. Topics covered include NPC vs NPSP, Experience Cloud, emailing organization affiliations with Marketing Cloud, and using Households with the one-to-one account model in NPSP.
- Storing Notes on Interactions With Donors
Emmy Guthrie (Center for Courage & Renewal)Personal donor conversations are an important part of donor acquisition and retention. It's a good idea to take notes on these interactions and record them in Salesforce. What are some best practices you've encountered for personalizing donor management?
- 4 Articles to Improve Your Salesforce Knowledge
Rakesh Gupta (Salesforce MVP)One of the best parts of my week is perusing the Trailblazer community and seeing all the new articles, demos, and resources created by and for the community. Here are four articles from Rakesh Gupta to increase your knowledge of data classification/data safety, record-triggered Flows, Salesforce Flow design patterns, and locating all record-triggered Flows for an Object. Dig in!
- Volunteer Recruitment Process Tracking
John Clayton (-)How can you use Salesforce to track volunteer recruitment? Specifically recruitment components like applications, interviews, references, clearances and renewals. Trailblazers are sharing some best practices in the comments of this post, but it sounds like this might be a good area to explore in the Idea Exchange...
Great Events
- IMPACT: The Change Intelligence Summit - Dec 4-8
Ian Gotts (Elements.cloud)IMPACT is a series of events for those driving change in Salesforce and those who are impacted by those changes. Join experts on operational and technical complexity, tech debt, and documentation. Learn practical approaches to using Salesforce with confidence.
- Commons Nonprofit Breakfast at World Tour New York - Dec 14
Kristiane Kindle (Salesforce)Are you a Salesforce Admin, Developer, Partner, or End User planning to attend World Tour New York? Fuel up, network, and kickstart your day with the Commons Nonprofit Networking Breakfast at the Javits Center from 8:30 - 10:00 am. More details at this post— space is limited!
- Next EMEA Ask Me Anything - Dec 13
Emma Keeling (Hazledene Solutions Limited)Add the next AMA session to your calendar now! 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
- Create a Year Look up Field (Nonprofit Cloud)
Administrator (MADALAH)We're starting to see more and more ideas being shared for the new Nonprofit Cloud as more Salesforce users migrate to and adopt the NPC. Don't forget that the Idea Exchange can be an incredible resource to help realize solutions for the community.
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