Soapbox Engage Blog

Happy Monday, Trailblazers! Winter really is upon us— DC saw some light snow early this morning. Hope you all are warm and cozy wherever you are!

Scroll on down to catch up on the latest from Salesforce land. From release readiness, to new resources, to great questions and ideas, it’s another week of the Trailblazer community doing what it does best!

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Great Posts from the Salesforce Power of Us Hub

1. Hidden Gems in the New Nonprofit Cloud: Life Events
   Hayley Tuller (Navigators)

   With the introduction of Nonprofit Cloud, a host of new features are entering the scene. It’s easy to feel overwhelmed by all the options, especially when many of them have steep learning curves. This series, “Hidden Gems in NPC,” takes a look at some of the most accessible and impactful new features of the Nonprofit Cloud. Up first: Life Events!

2. The Release Update Inventory is Now Live
   Lochlainn O'Shea (Salesforce)

   The Release Update Inventory tracks the enforcement schedules of the Salesforce Release Updates, and can help provide an earlier notification of changes in advance of release notes updates. Check out which release updates are scheduled to be enforced in Spring '24 (or have had their enforcements rescheduled).

3. Things You Don’t Need: Unlimited Edition
   Michael Kolodner (Kolodner.com LLC)

   How can your organization get the most out of Salesforce while protecting your budget and not paying for feature/services that you don't need? In this post, Michael Kolodner argues that nonprofits and most higher ed institutions don't need Unlimited Edition. Check out his reasoning!

4. New AI Badges on Trailhead
   Katie Yeigh (Salesforce)

   Trailhead has released 7 new AI badges relating to Data Cloud, generative AI for images, cybersecurity, learning predictions, and more. Head here to build your AI knowledge.

5. Spring ’24 Sandbox Preview Dates & More
   Henry Knox (Salesforce)

   The Spring '24 sandbox preview window is coming up. This weeks Trailblazer Tribune has some tips to take full advantage of the preview, plus all the dates you need to know! And don't forget to take a look at the other resources, blogs, podcasts, and events for the community.

6. Registration for TrailblazerDX 2024 is Open
   Lizzy Roberts (Salesforce.org)

   TrailblazerDX 2024 will have 300+ technical sessions and hands-on workshops to help you learn the skills to build applications for the AI era. This is an opportunity for developers to network and increase their product knowledge. Registration details here.

Great Events

1. Nonprofit & Edu Sessions at Salesforce World Tour NYC - Dec 14
   Lizzy Roberts (Salesforce.org)

   World Tour NYC is this Thursday! 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)

   Happening this week on Wednesday! 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 Referrer, Provider, & Client Lookup Fields Accessible in Formulas/Timelines (NPC)
   Shannon Hayes (Canvas Cloud)

   Currently in Nonprofit Cloud, Referrals provide the functionality for referencing a Client/Referrer/Provider through a lookup field, or by using text fields to add the name/email/etc for each of those three parties. The ability to reference the lookup fields is missing in key areas for Case Management, such as when building a Timeline. Head here to learn more and vote for this idea.