Soapbox Engage Blog

Happy Monday, Trailblazers!

My apologies for getting this out a bit later than usual. Anyone else having an incredibly busy Monday? We have so many exciting projects and events happening in Soapbox Engage world. We’re particularly pumped about our upcoming Soapbox User Summit, happening one month from today! Head here for event details and registration. If you’re interested in coming, I’d plan on grabbing tickets by this Thursday so you can get the discounted price!

On another note, please reach out if you’re planning to attend the Nonprofit Technology Conference (NTC) in March! I’d love to catch you there! Whew, time really is flying…

Scroll on down for the latest and greatest of the Trailblazer Community!

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Great Posts from the Salesforce Power of Us Hub

1. How to Easily Backup Your Metadata
   Terry Cole (Street Youth Ministry of Austin)

   Did you know that data backups don't include metadata? Yep, you heard that right. In this blog, Terry Cole walks you through a simple way to solve this with Code Builder.

2. Ask Me Anything Resources
   Lizzy Roberts (Salesforce.org)

   Visit this post to see some of the resources shared as part of the live Ask Me Anything Session last week! Topics covered include email notifications for tasks, how to prepare for Nonprofit Cloud, and Households in NPSP vs NPC.

3. Salesforce Security Trailhead
   Aman Garg (SF Learners Hub)

   Ready to level up your Salesforce security game? This new video, "Mastering Multi-Factor Authentication in Salesforce," will enhance your data protection. Check it out to learn the fundamentals of MFA and how to implement it in Salesforce.

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

   Rakesh Gupta is simply a gold mine of knowledge! Check out his articles, Salesforce Flow Naming Conventions, Allow Users to Mass Transfer Records They Own, Rich Text Area Component for Screen Flow, and more. Thanks for sharing, Rakesh!

5. Cases vs Leads for Client Requests/Registration (NPSP)
   Caren Knox (Dress for Success Charlotte)

   This trailblazer is seeking advice on the most effective way to capture client information in NPSP. Specifically, they're exploring whether to use Cases or Leads to track client interactions comprehensively, considering the diverse range of services and interactions their clients may have with their organization. Share your best practices here!

6. Education Summit 2024 Registration is Now Live
   Lizzy Roberts (Salesforce.org)

   Registration is now live for Education Summit, taking place in San Diego from May 13-15. Secure your spot before March 8 and save $150 with Early Bird Pricing!

Great Events

1. Engagement Party on the Road at 24NTC - March 13
   Sarita Persaud (Idealist Consulting)

   Going to the Nonprofit Technology Conference this year? Check out the Engagement Party "On the Road" to connect and learn from the NTEN community! Enjoy drinks and Spanish-style tapas while mingling with industry experts and like-minded individuals passionate about leveraging technology for social impact. Registration and details here!

2. 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 ends this Thursday!

Great Ideas for Nonprofits Using Salesforce

1. Create Household from Person Account (NPC)
   Daniel Seiler (Persistent Systems Germany)

   We're seeing more and more ideas being shared for the new Nonprofit Cloud as more users consider migrating to 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!