Soapbox Engage Blog

Happy Monday, Trailblazers!

This week’s edition of the newsletter is particularly rich! With the long-awaited arrival of Spring ’24, many instances of community-generated knowledge, and fantastic opportunities on the horizon, there is sure to be something here for everyone.

Enjoy!

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. The Spring ‘24 Release is Here!
   Lori Freeman (Salesforce.org)

   The wait is over! The Spring '24 release introduces fundraising, program suite, and grantmaking enhancements for the new Nonprofit Cloud. Notable features include tools for tracking recurring donations, auto-calculation of outcome results, and improved grant application processes. Additionally, pilots for Generative AI Content and Intelligent Apps offer capabilities like custom gift proposals and on-demand program summaries. Learn more about the release here!

2. Orientation for Spring '24 Amplify Study Groups
   Sudha Sundaram (Cloudforia)

   Now that the Spring '24 release is here, it's time to drill down on your Salesforce knowledge. Amplify Study Groups will kick off the second week of April and will run 7-10 weeks. Participants should expect to spend 4-6 hours per week study & prep time for the groups. To participate, make sure to attend one of the orientations listed in this post.

3. Learn Salesforce Flow at Your Own Pace
   Rakesh Gupta (Salesforce MVP)

   Are you brand new to Salesforce Flows? Are you confident in your Flow usage and looking to challenge yourself? Head to this post for three curated lists of Flow articles for beginner, intermediate, and advanced levels. You'll want to bookmark this resource!

4. Wrapping Up the First Virtual Sprint of the Year
   Lizzy Roberts (Salesforce.org)

   Let's here it for a strong start to 2024! Last week the Nonprofit and Education communities gathered virtually for two days of brainstorming, creating impactful solutions, and networking to build solutions for common challenges affecting nonprofits and schools. 120+ attendees from 15 countries brought their skills and passion to the table. Get the full recap here!

5. Using Opportunity Primary Campaign in Pardot
   Terry Cole (Street Youth Ministry of Austin)

   If your organization uses Pardot and is looking for a way to segment donors by existence of donations as well as specific fundraising campaigns, look no further. In this article, Terry Cole shares his solution for this use case that doesn't come out of the box. Three cheers for good architecture!

6. Related Contacts vs. Affiliated Contacts
   Rachel Fain (LA Family Housing)

   Related Contacts and Affiliated Contacts might sound like two ways to refer to the same thing. Though they are similar, they don't function the same way in every situation. Check out the comments of this post to learn a little about the distinctions and how to avoid confusion. And feel free to add your own best practices!

Great Events

1. Soapbox User Summit - March 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. Early-bird registration has been extended through the end of the month!

2. 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).

Great Ideas for Nonprofits Using Salesforce

1. Make Paths Available for NPC Fundraising Objects
   Daniel Seiler (Persistent Systems Germany)

   Patterns say a lot about UX needs— we shared a similar idea to this one in last week's newsletter. Don't forget to vote for the ideas you want implemented— hopefully some visibility will speed up that process!