PUB Crawl - April 22, 2024

PUB Crawl Newsletter

Greetings, Trailblazers! I hope this week is shaping up to be an excellent one!

I wanted to take a moment to encourage folks to follow @picnet on Twitter and Soapbox Engage on LinkedIn. In addition to curating the PUB Crawl, we like to stay on top of all things Salesforce and nonprofit tech and share important updates and resources on our social channels. You can even follow hashtags like #PUBCrawlNewsletter and #SalesforceNonprofit on Twitter to get notifications for topical posts!

Scroll on down for the latest ideas, solutions, questions, and events 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. Summer '24 Pre-Release Sign-Up is Live
    Daniela Galmes (Salesforce)

    The Summer '24 Treasure Hunt is ON! Register for a Summer '24 trial account and receive early access to brand-new features. Enterprise, Developer, and Professional editions are all available.

  2. A Couple Summer '24 Highlights
    Tom Bassett (Vera Solutions)

    Tom Bassett has kicked off the Summer '24 Treasure Hunt for you! Check out these tutorials to learn about a couple exciting changes: Discover how to use the new blank space component to enhance the layout of your Lightning Record Pages and automatically add new fields to Lightning Record Pages. Or dive into the latest feature in Salesforce Flow - the ability to check for duplicate records!

  3. Flow Builder: Automatic Email Notifications Prior to Expiration
    Bhavin Patel (Salesforce)

    Check it out! Here's how you can use Flow Builder to automatically send email notifications to the Opportunity owner 30 days, 60 days, or 90 days prior to any expiration. Thanks Eric Burté for the write-up!

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

    Wow, what a great week for community knowledge exchange! Here are the latest articles from Rakesh Gupta:

    • How to Pass Salesforce Marketing Associate Certification Exam
    • Rich Text Area Component for Screen Flow
    • Barcode Scanner for Screen Flow Using the BarcodeScanner API
    • Salesforce Flow Naming Conventions
    • Create Lookup with Dynamic Forms for Flow

  5. Resources From April 17 AMA Sessions
    Lizzy Roberts (Salesforce.org)

    Here are some resources from last week's AMER Ask Me Anything Session. Topics covered include tracking memberships in NPC, campaign member statuses, and soft credit best practices. If you'd also like to check out the resources from the EMEA Ask Me Anything Session, you can head here!

  6. Tracking Event Seat Numbers in Salesforce
    Jennifer Bell (-)

    This Trailblazer works for a nonprofit that hosts a summer concert series. Several regular donors always occupy specific seats and these seat numbers need to be tracked and recorded on their opportunity records. What are some ideas for an efficient, long-term solution to recording and storing this data in Salesforce?

Great Events

  1. World Tour NYC Nonprofit Reception/Breakfast + Commons Nonprofit Networking Breakfast - April 24 & 25
    Lizzy Roberts (Salesforce.org)

    Attending World Tour NYC? You have not one, but TWO, opportunities to get breakfast with other nonprofit and Salesforce professionals this week. I'm not jealous or anything...

  2. 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

  1. NPC - Percent Fields Need to Display Decimal Places
    Aiden Martin (Cloud for Good)

    Here's an idea to have Nonprofit Cloud for Fundraising support a minimum of three decimal places in percentage fields. This will lessen confusion, inaccuracies, and doubts about the data's precision and reliability. Vote if you agree!