Soapbox Engage Blog

Happy Monday, PUB Crawlers!

Believe it or not, we’re just over two weeks from the start of 2025! I’d love to hear if you have any personal or organizational resolutions for the coming year. And if you’ve been too busy to even THINK about life beyond 2024, don’t worry, you’ve got this. I’m cheering for you!

Scroll on down for the latest solutions, ideas, and questions from the Salesforce 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. NPSP Day Philadelphia 2024 Recap!
   Katie Ciszek (Soapbox Engage)

   At the start of the month, we had a triumphant finale to the NPSP Day 2024 tour with NPSP Day Philadelphia! We had 30 folks join us in Philly at the Friends Center from as far as NYC and Austin, Texas (shoutout to Pradeep!). Though it was a cold and windy day, the whole crew braved the elements to come together for a full day of collaboration, learning, and actionable takeaways. Here’s a recap of key takeaways and standout moments from some of our sessions!

2. Blog Article: Id Key Prefixes
   Michael Kolodner (Kolodner.com LLC)

   Did you know that when you're looking at the Id of a record—any record—on the Salesforce platform, the first three digits tell you what object it's a record of? Once you know that, you can use that information to help you get your work done. Michael Kolodner breaks this down in his latest article!

3. “Agentforce Thursdays” - Catch the Final Webinar!
   Lizzy Roberts (Salesforce.org)

   It's the last week to join Agentforce Thursdays and learn from Salesforce experts how agents can drive customer success across public sector, higher education, and nonprofit industries. See a live demonstration of how agents work and discover how you can build and customize autonomous AI agents for your specific business needs.

4. Build Search Screen to Get Subset of Records in Flow
   Bhavin Patel (Salesforce)

   Thanks to Forum Ambassador Sushil Kumar for this awesome write-up on how to build a search screen to get a subset of records in Flow! Learn more here.

5. How to Pass the Salesforce AI Specialist Exam
   Andy Engin Utkan (BRDPro Consulting)

   Salesforce has a new certification for those interested in becoming AI Specialists. The certification exam tests knowledge on AI concepts, Salesforce data models, and the application of Einstein within the Salesforce ecosystem. Head to this post for tips on how to study for and pass this certification!

6. New Demo: Unstructured Data with Sales Cloud
   Kaela Altman (Salesforce)

   New demo alert! Dive into Agentforce and Data Cloud and learn how they work together to surface critical context hiding in unstructured data. Already using Data Cloud to manage unstructured data? Share what you're learning in this thread!

Great Events

1. Agentforce 2.0 — Streaming December 17
   Lizzy Roberts (Salesforce.org)

   Tomorrow! Register to join Salesforce Chairman and CEO Marc Benioff live to see how Agentforce 2.0 will transform business with Slack integration, enhanced CRM and analytics capabilities, and greater accuracy with an upgraded Atlas Reasoning Engine.

2. More Upcoming Events
   Lizzy Roberts (Salesforce.org)

   Each week, Lizzy Roberts highlights updates from the week as well as what's coming up. Check out this post for information and dates for upcoming webinars, campfires, happy hours, coffee chats, workshops, and more!

Great Ideas for Nonprofits Using Salesforce

1. Relation Between Learning, Learning Course and Learning Program.
   Vikas Burgupally (Salesforce)

   The relationship between Learning, Learning Course, and Learning Program is currently designed as a master-detail structure with unique constraints. This setup is causing significant challenges for many customers because:

   • When creating a Learning Course, it is mandatory to associate it with a Learning record.
   • Similarly, when creating a Learning Program, it also requires an associated Learning record.

   Head to this post for a proposed solution!