Soapbox Engage Blog

Happy Monday, Trailblazers!

It’s hard to believe we are here in the final month of 2023. It’s been a full, challenging, and fruitful year, and we’re excited to see what December has in store. Please share some of your 2023 successes and 2024 dreams with us— you can reply directly to this email!

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. Cases in Nonprofit Cloud for Programs Trailhead Module
   Lizzy Roberts (Salesforce.org)

   The new Trailhead module Cases in Nonprofit Cloud for Programs is here! The badge covers how the Case object is used in Nonprofit Cloud for Programs Case Management, how to create a case from a referral using the guided flow, and the case management features included in Nonprofit Cloud. Check it out!

2. Getting Started with Education Cloud Webinar Series
   Mariella Brodersen (Salesforce.org)

   This 4-part webinar series is designed to support those who are brand new to Education Cloud or have an EDA-based implementation and plan to migrate in the future. Recordings are now available for each of the four sessions: Overview of Education Cloud, Deep Dive on Common Components, Data Migration Kit, and Success with Education Cloud.

3. Examples of Effective Small Nonprofit Governance
   Susanna Sharp (-)

   Many existing resources on establishing good governance are geared toward larger orgs. This Trailblazer is looking for examples of small nonprofits that have seen success with structured governance plans. Specifically, organizations with less than 100 users and 1-2 admin types. Share your best practices and resources here!

4. Salesforce New Nonprofit Cloud: Contacts vs. Person Accounts
   Katie Ciszek (Soapbox Engage)

   Considering migrating from NPSP to the new Nonprofit Cloud? One important change you’ll notice is the use of Person Accounts as a core capability. Here's a look at Person Accounts and how they differ from other Salesforce account models.

5. 4 More Articles to Improve Your Salesforce Knowledge
   Rakesh Gupta (Salesforce MVP)

   Here are four more helpful articles from Salesforce MVP Rakesh Gupta! Learn how to automatically remove unqualified leads, explore image use cases with Salesforce Flows, clone users with associations, and clone groups with members.

6. Best Practices for Participatory Grant-Making
   Cyndy Ferguson (Craftsman Technology Group)

   Participatory grant-making is the practice of giving grant-making power to affected community members and constituencies, placing them at the center of grant-making and funding decisions. What are some considerations and implementation practices for this type of grant-making? If you have experience or ideas, please share them!

Great Events

1. Nonprofit & Edu Sessions at Salesforce World Tour (NY & Chicago)
   Lizzy Roberts (Salesforce.org)

   World Tour Chicago (Dec 6) and World Tour NYC (Dec 14) are almost here! Here are the special events and opportunities planned for the Salesforce Nonprofit and Education communities— dedicated sessions, networking breakfasts, onsite meetings, and more!

2. 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

1. Donor Gift Summary Tab
   Michael Kolodner (Kolodner.com LLC)

   Here's an idea from Michael Kolodner to include a Donor Gift Summary tab for Nonprofit Cloud and Education Cloud. It would be great to create more ease around this important object— be sure to vote for this idea if you agree!