Soapbox Engage Blog

Happy Monday, Trailblazers! We’ve made it to June! I hope your weekend was full of rest, fun, or a bit of both.

Have you considered using your developer skills to combat the climate crisis? Are you interested in discovering new password and security options for your org? Want to learn how to merge and display PDFs in Salesforce? All of these topics are featured in this week’s newsletter, so dig in!

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Great Posts from the Salesforce Power of Us Hub

1. Dreamforce '24 Call for Participation - Due This Thursday
   Lizzy Roberts (Salesforce.org)

   The Dreamforce 2024 call for participation is live! Complete the submission process by this Thursday, June 6 for your Developer track session proposal to be considered! Submitters will receive their acceptance status before the end of June.

2. Which Salesforce on Salesforce Stories Do You Want to Hear at Dreamforce?
   Nancy Kamerer (Salesforce)

   Speaking of Dreamforce, the Customer Success team is looking for your input when it comes to Dreamforce session topics. Which stories/topics would be most valuable to you in terms of how Salesforce users leverage the technology? Add your ideas to this post!

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

   It's become a lovely little routine, checking each week to see if Rakesh has any new wisdom to offer the community. Thanks for adding so much value to this newsletter, Rakesh! Here's what he has for us this week:

   • A Step-by-Step Guide to Merging and Displaying PDFs in Salesforce
   • A Step-by-Step Guide to Creating and Downloading Multiple Files as a Zip Folder
   • Sending an Outbound Message from a Flow in Salesforce
   • When to Use Before-Save vs After-Save Record-Triggered Flows

4. Fundraising and Historical Giving in Nonprofit Cloud
   Sharanya Jaidev (Sharanya Jaidev)

   A small nonprofit transitioning to Salesforce is seeking advice on transferring historical giving data: Should these be recorded as "Gift Transactions" or "Opportunities" to effectively track total and average donations over the years? Additionally, they're looking for input on multi-year commitments from members and institutional partners— should they use "Gift Commitments" or "Opportunities" to ensure comprehensive tracking? Add your best practices to this post, or have a look at the helpful tips already being shared!

5. Adding Complexity to Password Policies in Salesforce
   Jillian Adkins (Dialed In Data)

   This Trailblazer is looking for a way to enhance password policies in Salesforce to meet state security requirements, including restrictions on using names, dictionary words, and incrementing passwords, and ensuring significant differences from the previous four passwords. They are asking if these can be implemented through an app, a workaround, or Salesforce Shield. Share your best practices around passwords and security!

Great Events

1. Community Sprint, Nonprofit Reception at World Tour London - June 4-5
   Lizzy Roberts (Salesforce.org)

   Whether you are attending World Tour London or not, here are some opportunities for learning and connection! The Community Sprint is taking place on June 4-5, the two days before World Tour. The Nonprofit Reception will be on June 5 from 4:00 - 6:30 pm BST. You don't need World Tour tickets to attend either of these events!

2. Nonprofit Ask Me Anything (AMA) Sessions - June 19
   Lizzy Roberts (Salesforce.org)

   Mark your calendars for the upcoming Nonprofit Ask Me Anything (AMA) sessions on Wednesday, June 19th, 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!

3. Reboot the Earth - Register by June 21
   Cori O'Brien (Salesforce)

   Did you miss the Reboot the Earth event in May? Worry not! You can still get involved! Salesforce and the United Nations have launched Reboot the Earth, a series of global hackathons focused on creating digital public goods to combat the climate crisis. Participants, especially youth aged 18-35, can join from home to tackle challenges in regenerative farming and water conservation, with winning teams receiving funding, coaching, and the chance to pitch their solutions in New York City.

Great Ideas for Nonprofits Using Salesforce

1. Add Constituent Roles to Nonprofit Cloud
   Ryan Blake (Cloud for Good)

   Nonprofit organizations often have constituents with multiple roles, such as Donor, Volunteer, Board Member, and Program Participant, which impacts their engagement and experience on the organization's platform. Adapting the role-tracking capabilities from Education Cloud to Nonprofit Cloud could centralize user experiences and improve reporting, making it easier to understand and manage these multifaceted relationships. Vote for this idea if you agree!