Soapbox Engage Blog

Happy Monday, PUB Crawlers! As we gear up for the New Year, I’ll keep this brief since many of you are likely savoring some well-deserved downtime.

Thank you for making this year of the PUB Crawl newsletter such a success! It’s been an honor to connect, share insights, and grow together within the Salesforce nonprofit community. Here’s to another year of learning and making an impact!

Wishing you a joyful start to 2025!

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

   Finish the year strong! Here are some wonderful educational articles from Rakesh Gupta to check out:

   • How to Pass Salesforce Data Cloud Consultant Certification Exam
   • Ever Wonder What is a Per Object – Per Type Record-Triggered Flow ??
   • Remove Duplicates from Record Collection Variables in a Flow
   • Emerging Trends in Salesforce Testing: What Changes to Expect?
   • Extend Salesforce Health Cloud: Patient Intake Forms

2. Live Complete Flow Course
   Andy Engin Utkan (BRDPro Consulting)

   Last chance to join the January cohort for this live Flow course— there are just a few spots left! If you're not able to join the course, you can still check out this great article to learn about the new Spring '25 Flow features.

3. Be More Developer Relations
   Tom Bassett (Vera Solutions)

   In this episode of the Be More Podcast, Tom Bassett and Peter Chittum delve into the multifaceted world of Developer Relations, exploring its core activities, the importance of community, and the various career paths within this field. Listen now!

4. Best Practices for Case Program Object (NPC)
   Olena Horda (Provisio Partners)

   In what scenarios should a user associate a case program to a case object in Salesforce? Should this association occur manually during a specific stage of the case lifecycle, or should it be incorporated as part of an automation process, such as flows or triggers? Share your ideas and best practices here!

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. Enable Printable View of Care Plans and Outbound Referrals
   Tara Balcerzak (cTRC)

   Once a client care plan or outbound referral is saved, case managers should be able to easily print the care plan to give to the client. Here's an idea to add this core functionality to Nonprofit Cloud: Case Management.

2. Create Service Deliveries for Multiple Services & Program Engagements
   David Emr (-)

   This organization needs to add up to 12 services provided on a given day to multiple clients. The current click path requires that they select and create for one service at a time. Here's an idea to allow creation of service deliveries for multiple services and program engagements simultaneously.