Soapbox Engage Blog

Happy Monday, PUB Crawlers!

I’m getting ready to pack my bags because NPSP Day Washington DC is nearly upon us! We’re able to accommodate last minute registrations, so if you’re in the DMV (or feel like making a trip :)), don’t hesitate to join the fun or reach out with any questions. Looking forward to seeing some of you on Thursday!

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. Recap from NPSP Day New York 2024!
   Katie Ciszek (Soapbox Engage)

   Earlier this month, NPSP Day made its way back to New York City, bringing together over 70 Salesforce nonprofit professionals for a day of collaboration, skill-building, and problem-solving. For those who were unable to make it, we’ve put together a recap of some of the key takeaways and standout moments from this inspiring day!

2. Top Tips for Using Salesforce Flow
   Terry Cole (Street Youth Ministry of Austin)

   Check out this post from Terry Cole for some practical tips for working effectively with Salesforce Flow, in all its strengths and limitations. Terry suggests leveraging tools like list views, naming conventions, and descriptions for better organization. He also offers advanced strategies for refactoring and creating sub-flows.

3. Resources from November 12 AMA Session
   Lizzy Roberts (Salesforce.org)

   Check out some of the resources shared as part of last week's live AMER Ask Me Anything Session. Topics covered include Accounting Subledger with Nonprofit Cloud, Gift Entry in NPSP, and if/when small nonprofits should consider using NPC.

4. How to Begin Preparing for the Spring '25 Release
   Tom Bassett (Vera Solutions)

   Hard to believe, but the Salesforce Spring '25 Release is coming. When Spring ‘25 is rolled out to Salesforce orgs, a number of release updates will be auto-enabled. You have until January 2025 to prepare your org for this update to ensure things continue to work as expected. Here are some tips from Tom Bassett!

5. Be More Neurodivergent Trailblazers with Allie Lawler
   Tom Bassett (Vera Solutions)

   In the latest episode of the Be More Podcast, Tom Bassett and Allie Lawler discuss the Neurodivergent Trailblazers Community Group, exploring what it means to be neurodivergent and how the group supports individuals with diverse neurological conditions. They delve into the importance of inclusivity in the workplace, the benefits of using visual aids in Salesforce, and the significance of community engagement. Tune in!

Great Events

1. World Tour NYC Nonprofit Reception + Breakfast - Nov 19-20
   Lizzy Roberts (Salesforce.org)

   World Tour NYC is taking place this week! Here are two incredible networking opportunities for nonprofit attendees. The Nonprofit Reception will be taking place on Nov 19 from 5:00 - 7:00 pm ET. The Nonprofit & Education Networking Breakfast will be the following morning on Nov 20 from 8:00 - 10:00 am ET.

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

   NPSP Day Washington DC is almost here! Register now to join us THIS THURSDAY! 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.

3. 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. Enable Nonprofit Cloud Objects for Content Management
   Mary Dollins (-)

   Here's an idea to allow Nonprofit Cloud objects such as Gift Transaction, Gift Commitment, and Program Enrollments to be enabled for content management and added as CRM connection objects to use in Experience Cloud. Remember to vote if you like what you see!