Soapbox Engage Blog

Happy Monday, Trailblazers!

I’m settling back into somewhat of a routine today after last week's Nonprofit Technology Conference in Portland— which, by the way, was absolutely delightful! I want to give a special shoutout to those of you I was able to connect with in person during the event. Meeting people face-to-face serves as a fantastic reminder of how vibrant this community is and why I love being a part of it!

Keep reading for some great events, ideas, and resources from the Trailblazer Community!

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. Approach Reporting Like Never Before: Hands-On Deep Dive
   Evan Ponter (Ponter Solutions)

   This post is a FANTASTIC resource for anyone looking to level up their Salesforce reporting game. Evan Ponter shares the slide deck from his TrailblazerDX 2024 session, plus links to several helpful Trailheads, blogs, and documentation articles. Check them out to learn how to answer complex business questions with your data.

2. Prepare for Release Updates in Summer '24
   Tom Bassett (Vera Solutions)

   While spring doesn't officially start until tomorrow, it's not too early to start preparing for the Summer '24 release! This helpful post from Tom Bassett breaks down the updates that will be auto-enabled and how to prepare for them.

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

   This week's goodness from Rakesh Gupta includes the following articles: Auto Add Member to New User’s Default Account Team, Remove Rich Text Formatting Using Flow, Auto Share Events from a Shared Calendar, and more. Check them out!

4. The Trailblazer Tribune - March 15
   Henry Knox (Salesforce)

   Featured in the latest Trailblazer Tribune: 3 Ways to Get the Most Out of the Trailblazer Community. From asking Salesforce questions in the online Community to connecting with product experts and community leaders, discover how to make the most of this community!

Great Events

1. Soapbox User Summit - March 26
   Katie Ciszek (Soapbox Engage)

   It's not too late to register for the Soapbox User Summit - taking place next Tuesday! 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 in the broader world of nonprofit tech. Hope to see you there!

2. NPSP Day Minneapolis - April 11
   Katie Ciszek (Soapbox Engage)

   Good news! The next NPSP Day is happening in Minneapolis next month! NPSP Days are a chance to come together for a full day of collaboration to benefit the Nonprofit and Education sectors' use of the Salesforce Nonprofit Success Pack. These events have happened across the globe and have yielded some incredible solutions, workarounds, and ideas.

3. Next Community Sprint in New York - April 26
   Lizzy Roberts (Salesforce.org)

   Registration is live for the next Community Sprint on April 26 as part of World Tour NYC 2024! Sprints are Salesforce-hosted community innovation events (similar to a hack-a-thon) that are regularly hosted to bring partners, customers, and employee volunteers together to identify, prioritize and build solutions that make using Salesforce more impactful for nonprofit & education organizations. Get involved here!

4. Education Summit 2024 - May 13-15
   Lizzy Roberts (Salesforce.org)

   Registration is live for Education Summit, taking place in San Diego from May 13-15. Hear from global education leaders in 90+ sessions and get hands-on experience to see how AI can help you personalize learner relationships, deliver insights and productivity, and drive impact.

Great Ideas for Nonprofits Using Salesforce

1. Fix Merging for Extension Objects (Nonprofit Cloud)
   Michael Kolodner (Kolodner.com LLC)

   In this post, Michael Kolodner points out that the inability to merge PersonAccount records that have extension objects poses a significant obstacle to utilizing Nonprofit Cloud or Education Cloud effectively. Take a look at his idea and vote if you agree!