Soapbox Engage Blog

Happy Monday, Trailblazers! And Happy April! Don’t worry, no pranks in this newsletter. :)

I’m heading to Denver this week for the NAYDO conference on YMCA philanthropy! Excited to see a few of you there. If you’re in the Denver area, drop me a note— maybe we can catch one another!

Scroll on down for the latest from the Trailblazer Community. April is shaping up to be one busy month!

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Great Posts from the Salesforce Power of Us Hub

1. Mastering Formulas, Validations, and Reports
   Tom Bassett (Vera Solutions)

   In the dynamic landscape of Salesforce, a strong Admin Skillset is indispensable. This includes mastery of Formulas, Validations, and Reports— key elements within the system that ensure data accuracy alongside visually compelling presentations of that data. Listen to this conversation between Tom Bassett and Steve Molis to learn more!

2. How Do Organizations Track Referrals?
   Jesús Romo (Marin Community Foundation)

   This Trailblazer is seeking advice on using existing functionality within Salesforce (NPSP and Outbound Funds Module) to track referrals to their organization. They're curious about more sophisticated methods beyond simply using a text field, including tracking the volume of referrals from specific individuals. Add your best practices or check out the great advice folks are already sharing!

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

   Rakesh is back with more articles to help you level up on your Salesforce game! Check out the following: How to Pass Salesforce Certified AI Associate Certification Exam; Run Schedule-Triggered Flow at Flexible Repeat Intervals; Custom Validations Using Record-Triggered Flows; Clone a Public Group or Queue with Members; and How to Get Salesforce Org Base URL in Flow.

4. Two Fields on the Same Object With the Same Label
   Rachel Fain (LA Family Housing)

   When two fields on the same object have the same label, how can they be differentiated in reports? For instance, this org is using the NPSP and a volunteer management integration, both of which have a contact field named "Alternate Email." Both are managed fields so the labels can't be changed to see which is which in a report. Head to this post to see some workarounds being shared by the community!

Great Events

1. Salesforce Data Cloud Hands-on Virtual Workshop - April 3
   Kashi Ahmed (Salesforce)

   Are you curious about Salesforce Data Cloud and incorporating AI into your organization, but you're not sure where to start? This is your chance to get hands-on experience in a live environment! This workshop will help attendees understand how Data Cloud can help with real-time data ingestion, data harmonization across multiple data sets, customer profile unification, and more. Register here!

2. Nonprofit Networking Breakfast at World Tour DC - April 10
   Lizzy Roberts (Salesforce.org)

   World Tour DC is next Wednesday! Start your day connecting with others in the community at the Nonprofit Networking Breakfast, hosted by the Salesforce.org Commons team. Details at this post!

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

   The next NPSP Day is scheduled for next Thursday in Minneapolis! 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.

4. Nonprofit Networking Breakfast at World Tour NYC - April 25
   Lizzy Roberts (Salesforce.org)

   No need to get too jealous of the DC Trailblazers next week! Nonprofit Trailblazers in town for World Tour NYC will have their opportunity for a community breakfast at the end of the month. Head to this post to learn about the Nonprofit Networking Breakfast hosted by the Commons team.

Great Ideas for Nonprofits Using Salesforce

1. Allow Polymorphic Fields in Nonprofit Cloud Custom Report Types
   Brad Struss (Bigger Boat Consulting)

   Polymorphic relationships are a powerful feature of Salesforce Object Query Language (SOQL) that allow you to query data from different types of objects using a single field. Currently, to report on Nonprofit Cloud objects you must create a Custom Report Type, but many polymorphic fields are unavailable in these report types. Here's an idea that could resolve this gap in functionality.