Soapbox Engage Blog

Happy Monday and Happy June! Lately we’ve had a lot of sunshine and high temperatures in DC, which is really putting me in the summer spirit. So this weekend I decided to spend a little time outdoors in a community garden harvesting some radishes and peas. Nothing like some early summer crops to signal the changing of seasons!

In non-vegetable related news, we have some great posts from the Trailblazer Community for you this week! Hub Heroes are returning, folks are sharing tips on grants management, and a couple excellent peer-learning opportunities are about to get off the ground. So in the spirit of fresh produce, dig in!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

Great Posts from the Salesforce Power of Us Hub

1. “Hub Heroes” are Back!
   Lizzy Roberts (Salesforce.org)

   Hub Heroes were paused during the migration from the Power of Us Hub into the Trailblazer Community, but they are back! Each month 2-3 Hub Heroes will be celebrated for their contributions in the community– and there is a form that allows you to vote! Check out this month's star contributors, Katherine West and Emma Keeling!

2. Grants/Foundations Management
   Mary Brehm (Young Life)

   Does your nonprofit track foundation relationships and grants? Grants management can require a lot of oversight, and it's important to know how to organize, prioritize, and process grant applications and communications with foundations. What badges/trails are helpful for getting started with grants management in Salesforce?

3. Storing Sensitive Info in Outbound Funds
   Beth Deegan (Arlene and Michael Rosen Foundation)

   This foundation is looking for a secure way to store bank information so they can wire money to the nonprofits they are funding. What's the safest way to store bank info and other sensitive data in Outbound Funds?

4. Salesforce Admin Exam
   Athi G (CapaCiTi)

   Here's a great thread with tips on how to prepare for and pass the Salesforce admin exam. Practice tests, resource lists, presentations, super badges, modules— it's all here!

5. Gift Entry Validation for Deceased or Inactive
   Hannah West (Cooperative Baptist Fellowship)

   Here's a great post on donor management. Do you have a process for notifying users in Gift Entry if they select a donor that is deceased or inactive? Add your thoughts to this thread!

Great Events

1. Reports and Dashboards in Nonprofit Success Pack Webinar - 6/7 at 1pm ET
   Anderson McIntyre (Salesforce)

   How familiar are you with Report Builder? This webinar will walk you through the available reporting templates in NPSP, as well as several resources to aid you with fundraising and campaign reporting. Tune in!

2. Snapshot of What’s Going on This Week - June 6-10
   Angel de Vera (Salesforce)

   Make sure you don't miss tomorrow's deadline to register for the Nonprofit Operating Model Excursion. This peer learning opportunity consists of five bi-weekly meetings with different self-paced activities, virtual workshops, and discussion roundtables. The ultimate goal is to help you reach greater success and obtain more value from your investment in the Salesforce platform. Learn more and see the other great events happening this week!

Great Ideas for Nonprofits Using Salesforce

1. EDA: Ability to Re-Label the Course Offering Name Field
   Alexander Rulon (CGGS)

   Here's an idea that would help users distinguish between reports in EDA. Education folks, chime in!