Happy Monday, Trailblazers, and happy solar eclipse! Are any of you in the path of totality? If you’re going to take some time out of your work day to appreciate the astronomical event, remember to grab a pair of eclipse glasses!
In other news, it’s been another great week for PUB Crawl curation! Scroll on down for the latest from the Trailblazer Community.
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Great Posts from the Salesforce Power of Us Hub
- Time for Some Summer '24 Goodies!
Henry Knox (Salesforce)It may feel like spring has barely started, but it is indeed time to start prepping for the Summer '24 release! The sandbox preview starts on May 10th so head here to check out the Summer '24 Sandbox Preview Instructions, Salesforce Sandbox Preview Guide, and Key Dates infographic.
- How to Auto-Deactivate Accounts With Inactive Opportunities
Bhavin Patel (Salesforce)Check out this awesome write-up from Ajaypreet Singh Saini! Here's the scenario: An organization is looking for an automated solution to automatically mark an Account record as inactive if the latest related Opportunity record's Close Date has passed more than 6 months. This article takes you through the solution step by step.
- How to Record Opportunity Strategy (NPSP)
Zach Underwood (Baptist Health Foundation)When initiating a new Opportunity, there's typically a strategy in place to advance it to Closed/Won, whether it's in philanthropy or sales. Capturing this strategic information presents a challenge—utilizing long or rich text fields might be insufficient, and while the Next Step field is useful, it only represents one step in the process. Exploring options like custom objects to track steps could provide a solution without burdening users with excessive data entry. Share your thoughts and best practices here!
- Salesforce Flow Series: Basic Screen Flow
Ajit Rajendran (ESRI)Salesforce Flows are automations that allow users to build custom processes, collect and manipulate data, and interact with users through a visually-driven interface. This article guides you through building a basic Screen Flow to display a greeting message on the App homepage for all users. Ready to learn a new skill?
- Contacts With Two First Names in First Name Field
Spencer B (MMRF)Sometimes, donors will make a single contribution from two people and enter both names in the first name field (i.e. "John and Jane"), resulting in a single Contact in Salesforce. In these cases, what are the best practices for cleaning up this data and separating the individuals into two Contacts? Is there a way to automate this? How are other folks dealing with similar issues?
Great Events
- Nonprofit Networking Breakfast at World Tour DC - April 10
Lizzy Roberts (Salesforce.org)World Tour DC is happening this 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!
- NPSP Day Minneapolis - April 11
Katie Ciszek (Soapbox Engage)The next NPSP Day is happening THIS 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.
- Reboot the Earth - May 1-2
Lizzy Roberts (Salesforce.org)Join the United Nations to accelerate climate action through innovation at Reboot the Earth, a social coding event that brings a diverse group of innovators together to improve upon or build technology solutions that address the current climate crisis. Head here to learn more about the event— register soon as space is limited!
Great Ideas for Nonprofits Using Salesforce
- Care Plan Wizard Should Respect Page Layout Attributes
Erica Cox (Provisio Partners)In this post, Erica Cox points out a challenge with Care Plans in Nonprofit Cloud Case Management. The tool for creating or editing Care Plans adopts fields from the page layout but disregards their order or required status, and automatically requires any checkboxes on the layout. This flaw diminishes usability and leads to poor user experience and data quality problems.
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