Soapbox Engage Blog

Happy Monday, Trailblazers!

We’re putting our 2024 calendar together and I’m curious: What conferences and events are you attending this year? There are so many wonderful networking and educational opportunities out there, and we’d love to catch you in person if we get the chance to this year! Feel free to respond directly to this email with your plans!

Scroll on down for the latest and greatest from the Trailblazer community!

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Great Posts from the Salesforce Power of Us Hub

1. Spring '24 Release Resources
   Henry Knox (Salesforce)

   Last week's Trailblazer Tribune links to several helpful Spring '24 resources, including the Release Overview Deck (ROD), Release Feature Matrix, Release Readiness Live (RRL), and Release in a Box.

   And, in case you missed this post last week, be sure to give Terry Cole's blog post a read to learn about the best release features for Power of Ten license holders.

2. Use Pre-Chat With an Einstein Bot
   Bhavin Patel (Salesforce)

   Check out this 60 second video for instructions on how to create context variables, then map those variables for use with an Einstein bot. These bite-sized bits of knowledge are so convenient and useful!

3. Resources From Jan 17 Ask Me Anything Session
   Lizzy Roberts (Salesforce.org)

   Here are some of the resources shared as part of the AMER Ask Me Anything Session on January 17th! Topics covered include donor profiles, tech debt, and advice for those new to the ecosystem. What a mix!

4. Blog: Boost Fundraising With Automatic Recurring Donation Upsells
   Katie Ciszek (Soapbox Engage)

   Converting one-time donors to recurring donors can provide nonprofits with a consistent and predictable source of funding, enabling better financial planning, sustainability, and the ability to carry out long-term projects and initiatives. We're excited to share how the Soapbox Engage Donations app makes that easy with automatic recurring donation upsells!

5. How to Create a Trailblazer Career Marketplace Profile
   Abhishek Verma (Silverline)

   Are you looking to kickstart your career in the Salesforce ecosystem? This video walks you through the process to create a profile in the Trailblazer Career Marketplace, a new platform that connects job seekers with Salesforce opportunities worldwide.

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

   We shared some articles from Rakesh Gupta in last week's newsletter— and can't pass up another opportunity to do the same this week! Learn how to log emails alerts as activities, run schedule-triggered Flows at flexible repeat intervals, and work with polymorphic relationships in Salesforce Flow.

Great Events

1. Next Nonprofit Ask Me Anything Sessions - Feb 10
   Lizzy Roberts (Salesforce.org)

   The February AMA sessions are around the corner! These are live Q&A sessions that provide a space for you to ask your Nonprofit-specific questions with amazing hosts from the Salesforce community. These sessions will be taking place on the 3rd Wednesday of each month (except for a few months that have conflicting events like Dreamforce).

2. Soapbox User Summit - Mar 26-27
   Katie Ciszek (Soapbox Engage)

   The Soapbox User Summit is making a return in 2024! Join the Training Day to deepen your understanding of fundraising and engagement tools, connect with peers, and leave inspired to take your nonprofit to new heights. Join the Community Day for an un-conference style event specially curated for change-makers in the nonprofit world. Register before the end of the month for early bird prices!

Great Ideas for Nonprofits Using Salesforce

1. NPC - Outreach Source Code Should Be Searchable
   Aiden Martin (Cloud for Good)

   Here's an idea to make the Outreach Source Code object in the Nonprofit Cloud searchable. Right now, users cannot use Global Search to search for source codes, nor customize the lookup search layout. Vote for this idea if you agree with the proposed functionality!