Soapbox Engage Blog

Happy Monday, Trailblazers!

It’s hard to believe we’re wrapping up the first week of 2024. This year is already flying by! No matter how quickly time moves, it’s always a pleasure to slow down each Monday and peruse the Trailblazer community for the latest conversations and resources. Scroll on down to see what PUB Crawl 434 is all about!

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Great Posts from the Salesforce Power of Us Hub

1. Minimal User Profiles and Tasks With Broad Permission Sets
   Terry Cole (Street Youth Ministry of Austin)

   Here are two new posts from Terry Cole aimed at helping small organizations implement best practices for the next decade of Salesforce user provisioning. Give them a read and learn how to save your org valuable time!

2. New Login Options for Salesforce Help
   Nick Sweers (Salesforce)

   On Friday, February 2, the login options on the Salesforce Help site will be updated to provide a better single sign-on (SSO) experience and improve how you manage your support cases. Visit this post to learn the specifics about what is changing.

3. 6 Ways AI is Already Revolutionizing Education
   Lizzy Roberts (Salesforce.org)

   From creating safe simulated environments for teachers to generating automated “coworkers,” AI is reimagining what is possible for educational institutions and organizations. Read this blog post to learn how Salesforce is closing the AI access gap.

4. Same Donor, Different Donation Types - Best Practices
   Fran Macolino (Christopher & Dana Reeve Foundation)

   Time for some knowledge sharing! This user is looking for a way to report on donors who have given multiple donations that fall in different categories (P2P, Event, Individual, etc). The report needs to ideally categorize the donations by donation type. Suggestions?

5. Answers Newsletter - New Content Each Week
   Bhavin Patel (Salesforce)

   Check out the Answers Newsletter for some fantastic user-generated content! Learn how to map Lead record type to Account record type, give Opportunity edit access to few people without changing role hierarchy, or use pre-chat with an Einstein Bot.

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. Commons SFDO Sprint in Sydney, AU - Feb 29 & Mar 1
   Cori O'Brien (Salesforce)

   Registration is open (and going fast!) for the next Salesforce Commons Community Sprint. Sprints are Salesforce-hosted community innovation events designed to bring partners, customers, and employee volunteers together to identify and build solutions that make Salesforce more impactful for nonprofits.

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

   The Soapbox User Summit is making a return in 2024! This event will be a hands-on deep dive into the Soapbox Engage fundraising and online engagement tools, mixed with some un-conference style networking and collaborative exploration.

Great Ideas for Nonprofits Using Salesforce

1. Create Guest User License for Nonprofit Cloud
   Erica Cox (Provisio Partners)

   Here's an idea to give users applying for programs online a choice of whether to create an account, much like in an e-commerce use case. This could be accomplished with a Guest User permission set license such as the one that exists for Field Service. Vote for this idea if you agree!