Soapbox Engage Blog

Happy Monday, Trailblazers!

This year is shaping up to be a truly eventful one! I’m grateful to be heading to DC this week to see the Soapbox Engage team in person. It’s always wonderful (and a small miracle :)) to have the whole team in one place. But it’s great for morale and our continued commitment to enriching the nonprofit community. If you want to catch us in March at the 2024 Soapbox User Summit, you can register here— we just extended early bird pricing through the end of this month!

Scroll on down for the latest questions, ideas, and resources from the Salesforce Trailblazer community. Cheers!

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Great Posts from the Salesforce Power of Us Hub

1. Email to Someone Not (Yet) in Salesforce
   Michael Kolodner (Kolodner.com LLC)

   What do you do if you are going to email someone that isn’t part of your Salesforce database, but you want to capture that email as part of your program history? Michael Kolodner put together an excellent step-by-step post on how to solve this challenge with a little Flow magic!

2. Education Summit 2024 Call for Participation is LIVE!
   Lizzy Roberts (Salesforce.org)

   Education Summit is making its return to San Diego on May 13-15, 2024. With this event just around the corner, it’s time to submit your stories of transformation, innovation, and success! Head to this post to check out the Call for Participation form and submit your idea before February 21.

3. Articles to Improve your Salesforce Knowledge
   Rakesh Gupta (Salesforce MVP)

   Once again, Rakesh Gupta has provided the community with a number of helpful articles to improve Salesforce usage. Learn how to configure record links dynamically in Flow, create filtered lookups with Choice Lookup, pass the Salesforce Marketing Associate Certification exam, and more. Thank you, Rakesh!

4. NPSP Manage Package to NP Cloud Fundraising
   Manjula Rajaram (Manjula Rajaram)

   When is the right time to migrate from the NPSP Manage Package Data Module to the new NP Cloud Fundraising Data Module? There is a helpful conversation happening in the comments of this post. Head here for some clarification on what NPC documentation and releases are already available, and why it's more than alright to stick with the NPSP for now.

5. The Trailblazer Tribune - February 2
   Henry Knox (Salesforce)

   In the latest Trailblazer Tribune, learn how to build the email list of your dreams, prepare for the Spring '24 release, and take note of some incredible upcoming opportunities and events!

Great Events

1. Next Nonprofit Ask Me Anything Sessions - Feb 21
   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
   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. Enable Path for Nonprofit Cloud and EdCloud Objects
   Michael Kolodner (Kolodner.com LLC)

   We're seeing more and more ideas being shared for the new Nonprofit Cloud as more Salesforce users migrate to and adopt the NPC. Don't forget that the Idea Exchange can be an incredible resource to help realize solutions for the community. Vote to make these ideas a reality!