Soapbox Engage Blog

While we are still in the thick of winter, it’s actually time for the Spring 2024 Salesforce Release. Each year, Salesforce releases three seasonal updates that provide enhancements and key upgrades to their product offerings. This next one is sure to promise exciting developments that can significantly benefit nonprofit organizations. Read on to learn some of the highlights of Spring ‘24.

1. Split Gift Transaction Amount Attribution

Users can now split the attribution of revenue on gifts between multiple upgraded campaigns. This will make it easier than ever to measure the efficacy of a campaign. You can attribute a transaction based on the ratio in which each campaign influenced the transaction amount.

2. Track Payment Data

Salesforce has implemented improved methods to track payment data like payment method, transaction fees, and metadata. This allows you to streamline processes like donor support requests, monitor processing fees, resolve accounting errors, and manage integrations, ultimately saving time so you can put your energy towards other important things!

3. Widgets for Dashboards

Previously, only Professional or Unlimited orgs could add widgets to dashboards. With the Spring release, all orgs can add Charts or Tables, Text, and Images to your dashboards. You can now have much more information at a glance, making it easier to find what you need.

4. 3rd-Party Integrations

You now have the ability to quickly and easily integrate 3rd-party applications with Fundraising using Business Process API. This new feature allows for matching and creating donor records, donations, and installments, storing external payment data, linking campaigns, source codes, and designations, adding data to custom fields, and submitting donation data in a single payload. With this easy integration, you will be able to spend less time, for ultimately even better data that can be used to fulfill your mission.

5. Outreach Source Code URLs

Automatically generate unique, shareable URLs based on UTM parameters set by the user. These URLs can be used to attribute an online donation to the outreach source code, allowing your fundraising team to easily measure the effectiveness of online outreach. Then you can spend more time on what works, and less on what doesn’t.

6. Easily Transfer Dashboard Ownership

It can be sad when a team member leaves your nonprofit organization, and it’s even sadder when managing that departure leads to way more work for the rest of your team. Now, you have the ability to easily transfer the ownership of Dashboards to other users. This can be done one at a time or in bulk. So, if you have a user who owns one or more Dashboards and they leave your organization, the ownership of those Dashboards can easily be changed with a few clicks of a button.

7. Security Enhancements for Volunteers for Salesforce

Volunteers are an essential part of your organization’s ecosystem, and it’s important that their personal data is as protected as everyone else’s. The latest release has updates to Volunteers for Salesforce to enhance security.

8. Five Filters for Dashboards

Previously, you could only add three filters to your dashboard. With this new release, you can add up to five. This addition will allow you to have greater control over the data that is shown on your dashboards.

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These are just some select highlights of the many offerings in Salesforce’s Spring Release. We are so excited about all the ways these updates can benefit nonprofit organizations and make it easier to fulfill their missions!

Not sure how all this will work at your organization? If you’d like assistance in customizing Salesforce to maximize your organization’s impact, at Soapbox Engage, we offer Nonprofit Salesforce Consulting Services. Please reach out today so we can help!