Soapbox Engage Blog

Happy New Years Day, Trailblazers! We've flipped the calendar to 2024, and I'm betting that most of you are enjoying a relaxing day with family and friends. Me too. I'll keep this one short, as it's been a bit of an unsurprisingly quiet week. Let's start the year off right with some good community knowledge!

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Great Posts from the Salesforce Power of Us Hub

1. Opportunities, Payments, and Rollups Best Practices
   Nichole Cramer (Washington State Opportunity Scholarship)

   There's the money promised, and then there's the cash in the bank account. How can we make sure the Payments object is helping us understand the difference?

2. Volunteer platform options
   Collen Mayer (Safe Haven Family Shelter)

   Through the years, plenty of folks have asked me at NPSP Days this same question, so it seemed fitting to check in with the community in 2024 to see what's shaking in volunteer management land with Salesforce.

3. Volunteer and Member Management for NPC
   Carmen Neely (Harlem Pride)

   While we're on the topic of volunteer management, let's check in on Salesforce's plans with the new Nonprofit Cloud solution for volunteer management

4. NPC: Memberships
   Alia Mokhtar (High Tide Co)

   The new Nonprofit Cloud from Salesforce has a ton of features packed under the hood, but just how wide does the feature set go? For membership based groups, how will the Nonprofit Cloud's data model work for their needs?

5. Nonprofit Salesforce How-To-Series Latest Releases
   Bill Florio (RAND Corporation)

   The community's volunteer team of videographers has been hard at work during the past year with a bunch of great tutorial videos. Here's some of the latest batch of clips to help you gain some skills heading into the new year.

Great Events

1. Coffee Chat - January 5, 2024 @ 11 am ET
   Lizzy Roberts (Salesforce)

   Grab your favorite mug, it's time to reconnect for the first Coffee Chat of 2024!

Great Ideas for Nonprofits Using Salesforce

1. Copy Seasonal Dates from Original Address to New One in Data Integrity NCOA Job
   Jeff Waldschmitt (Iowa PBS Foundation)

   Address cleansing can be extremely helpful from a data integrity perspective. It would be great also keep other data, like the seasonal dates, with those new Address records created.