Soapbox Engage Blog

Happy Monday, Trailblazers!

If you're attending Education Summit this week, I know you're in for an amazing experience! I'd be thrilled to hear about the highlights from your time there.

Keep scrolling for the freshest ideas, solutions, questions, and events from the Trailblazer Community.

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Great Posts from the Salesforce Power of Us Hub

1. Nonprofit Charity Check via Flow
   Bill Corkill (Council of Michigan Foundations)

   In this post, Bill Corkill shares a Flow (no code required!) that can perform Nonprofit Charity Checks and retrieve tax record Data for US-based nonprofits and foundations. This could be very helpful for organizations that need to review 990s, check tax exempt status, or lookup EINs.

   Now Bill is looking for your input: What additional features would you like a Flow to access and display about an organization? Which records in Salesforce should Flow update to save time and benefit your organization?

2. New Trail: Unlock Your Data with Data Cloud
   Daniela Galmes (Salesforce)

   Exciting news! The new 'Unlock Your Data with Data Cloud' trail is now available on Trailhead. Learn about Data Cloud setup, data integration & modeling, segmentation, and insights to harness the power of Data Cloud and unified data for AI-driven experiences.

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

   Here's your weekly dose of Salesforce goodness from Rakesh Gupta— including a summary of the Summer '24 release!

   • Salesforce Summer’24 Release Quick Summary
   • Add Popup Overlay Modal in Lightning Web Component
   • Embed Screen Flows in Lightning Web Component
   • Rich Text Area Component for Screen Flow
   • Take Flow to the Next Level with Stages!

4. Salesforce for Folks With Low Vision or Blindness - Input Requested!
   Caio Eduardo (Salesforce)

   This Trailblazer wants demonstrate how individuals with low vision or blindness can utilize the Salesforce platform. He is looking for suggestions or guidance on how screen readers like JAWS, NVDA, or VoiceOver can effectively navigate the platform to locate fields for attaching documents and accessing knowledge bases. Share your insights here!

5. Band-Aid for New Cloud Reporting
   Michael Kolodner (Kolodner.com LLC)

   As some organizations begin to transition from NPSP to Nonprofit Cloud, it's important to note that there are gaps in functionality that will take time to address. In this article, Michael Kolodner shares a temporary solution for cloud reporting challenges in order to address immediate issues while more permanent solutions are developed for NPC. Check it out!

6. Best Practices for Opportunities With Multiple Designations
   Jennifer Chisholm (Raising Expectations Inc.)

   This Trailblazer is looking for a solution to handle opportunities that are split between different designations/programs in a Salesforce instance— particularly when users are newer to Salesforce and financial data isn't integrated into the database. Add your best practices to the comments!

Great Events

1. Nonprofit Ask Me Anything (AMA) Sessions - May 15
   Lizzy Roberts (Salesforce.org)

   Mark your calendars for the upcoming Nonprofit Ask Me Anything (AMA) sessions on Wednesday, May 15th, for both EMEA and AMER timezones. These are 45-minute Q&A sessions led by Salesforce experts, with no topic off-limits. Tune in to these insightful discussions— no presentations, just pure Salesforce wisdom exchanged in a supportive community environment!

2. Nonprofit Networking Breakfast, Connections Day 1 - May 22
   Lizzy Roberts (Salesforce.org)

   Heading to Chicago for Connections later this month?Kickstart your first day inside the McCormick Place West Building for a Nonprofit Networking Breakfast. Bring a friend and get ready to connect with fellow Nonprofit Trailblazers and fuel up for the day ahead. No separate registration required outside of a Connections pass, but know that breakfast is first-come, first-served!

Great Ideas for Nonprofits Using Salesforce

1. Education Cloud: Related Record Detail Display Component Without Fundraising
   Jeff Hilyard (null)

   This Trailblazer is seeking easier access to Contact Profile fields on Person Account record pages— a need currently addressed by the Related Record Detail Display component. However, this feature is only accessible with the Fundraising module enabled, adding unnecessary complexity for users who don't require fundraising functionality. By unbundling this component from Fundraising, Education Cloud users could more efficiently view relevant information. Vote if you agree!