Soapbox Engage Blog

I hope your week is off to a great start! I had an incredible time facilitating NPSP Day New York along with Dan Flanigan last week. Be sure to stay tuned for a recap of this excellent day of networking, knowledge sharing, and strategizing around the NPSP. In the meantime, consider joining us in DC or Philly in the coming weeks!

Scroll on down for the latest solutions, ideas, and questions from the Salesforce Trailblazer community.

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Great Posts from the Salesforce Power of Us Hub

1. Make Record Fields Stand Out with Conditional Formatting
   Tom Bassett (Vera Solutions)

   In the Winter '25 release, Salesforce introduced the ability for fields to be displayed with a colored icon next to them using rules defined in the Lightning App Builder. Learn how to take advantage of this conditional formatting in this video from Tom Bassett!

2. New Trailhead Badge: Create Fundraising Rollups with Data Processing Engine
   Cody Switzer (Salesforce)

   There's a new Trailhead Badge in town! This badge takes you through the steps to automatically calculate rollup values with Data Processing Engine and Flow Builder. Earn the badge and share your feedback on it here!

3. Blog: 6 Things You Can Do With The Transform Element
   Andy Engin Utkan (BRDPro Consulting)

   The Salesforce Transform element, part of the Winter '25 release, is designed to enhance flow functionality. This blog highlights six key use cases, such as extracting text collections, removing or adding IDs, calculating sums and counts, and summarizing data. Check it out!

4. New Be More Podcast on User Adoption
   Tom Bassett (Vera Solutions)

   In the latest Be More podcast episode, Kristian Margaryan Jørgensen dives into Salesforce user adoption, becoming an "adoption guru", and busting common myths. Check it out!

Great Events

1. Nonprofit Ask Me Anything (AMA) Sessions - Nov 12 & 13
   Lizzy Roberts (Salesforce.org)

   The next Nonprofit Ask Me Anything (AMA) sessions will be taking place tomorrow (US) and Wednesday (UK). 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. Chicago Community Sprint - Nov 13-14
   Lizzy Roberts (Salesforce.org)

   The last community sprint of the year is here! Join Lizzy Roberts and Cori O'Brien this week in Chicago to connect with the Salesforce community and build solutions that support nonprofits & schools using Salesforce.

3. NPSP Day Washington DC - November 21
   Katie Ciszek (Soapbox Engage)

   We had an incredible time at NPSP Day New York last week— and next up in DC! These events have happened across the globe and have yielded some incredible solutions, workarounds, and ideas. Hope to see you next Thursday!

4. NPSP Day Philadelphia - December 5
   Katie Ciszek (Soapbox Engage)

   The final stop on the NPSP Day 2024 tour will be Philly! Don't miss this unique opportunity to get hands-on training with the Nonprofit Success Pack, connect with fellow nonprofit professionals, and exchange insights to elevate your use of Salesforce. See you there!

Great Ideas for Nonprofits Using Salesforce

1. Auto Copy Custom Field Values From Gift Commitment to Gift Transaction
   Abul Qassimali (Deloitte)

   In NPSP, there was a feature that allowed users to map custom fields from Recurring Donations to Opportunities. Here's an idea to add this same functionality to the new Nonprofit Cloud. Add your vote if you'd like to see it implemented!