Soapbox Engage Blog

Happy Monday, PUB Crawlers!

Whether you are hurriedly finishing up your final 2024 to do items or already lounging with family and loved ones on holiday vacation, I hope your week is off to a great start! It’s hard to believe we’re already at the end of 2024, but I can’t wait to see what’s in store for this community next year. For as much as everything is constantly changing and evolving in the landscape of Salesforce and nonprofit tech, it’s an honor to keep this newsletter going strong!

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Great Posts from the Salesforce Power of Us Hub

1. Call for Speakers for MidAtlantic Dreamin
   Michael Kolodner (Kolodner.com LLC)

   The call for speakers for MidAtlantic Dreamin is now live! Send in your best proposals and plan to head to Philly on May 5 for this community-led conference for professionals with a passion for Salesforce!

2. 2025 Nonprofit Ask Me Anything Sessions
   Lizzy Roberts (Salesforce.org)

   Nonprofit Ask Me Anything sessions will be back by popular demand in 2025! These are 45-minute Q&A sessions that take place each month, run by experts in the Salesforce community across multiple regions and time zones. Check out this post to make note of upcoming 2025 dates.

3. Stop Flow Execution for Record Ownership Changes
   Bhavin Patel (Salesforce)

   Thanks to Forum Ambassador Manoj Nambirajan for this awesome write-up on how to stop flow execution for record ownership changes! Head to this post to read the use case and resolution.

4. Best Practices for Donor Advised Funds
   Maja Perez (The National Service Office for Nurse-Family Partnership & Child First)

   This Trailblazer is seeking some best practices when it comes to Donor Advised Funds (DAFs). How would one use soft and hard credits to track a gift from an individual that is also associated with two DAFs? Share your thoughts here!

5. Pledge Payments Portal Integrates with NPSP
   Katie Ciszek (Soapbox Engage)

   A new release for the Soapbox Engage Donations app allows donors to make pledge payments! As fundraising season is in full swing, this release equips nonprofits leveraging the Salesforce NPSP with a way to secure steady donor support while maximizing fundraising potential. Watch this webinar recording to learn more.

6. Be More Salesforce Design with Katka Vokrinkova
   Tom Bassett (Vera Solutions)

   In the latest episode of the Be More Podcast, Tom Bassett and Katka Vokrinkova discuss the multifaceted role of Salesforce design, exploring its responsibilities, collaboration with other roles, and the importance of user adoption. Tune in!

Great Events

1. Upcoming Events for Trailblazers
   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. Create Guest Site User Program and Case Management Permission Set License
   Debbie Haile (-)

   Have you taken a stroll through the IdeaExchange lately? Don't forget to vote for great suggestions like this one to increase the chances for implementation. Many a wonderful product update has sprung from this community space!