Soapbox Engage Blog

Hi there, PUB Crawlers!

These are unprecedented times, so this newsletter may look a little different than usual. The first post today is one I shared in the Trailblazer community—something I don't normally do, but with the recent federal funding freeze impacting so many in the nonprofit sector, I felt it was necessary.

PICnet (Soapbox Engage) was born from a deeply personal experience when our co-founder and I were in Albania in 1999, helping refugees escaping a warzone. We worked alongside US-based NGOs, USAID, and the UN World Food Programme, driving past land mines, witnessing refugee camps, and feeling the weight of the war’s impact. The current shifts in the US’s approach to international aid and social sector support hit close to home on so many levels.

The work of helping those most in need is ingrained in our DNA, and I’m saddened by the thought of those who may not receive the support they desperately need. I want to be upfront and say that I believe we’ll need to rely on each other more than ever moving forward.

If you have concerns, ideas, or anything you'd like to amplify through the PUB Crawl, please don’t hesitate to reach out. We will press on together.

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. Keeping Our Nonprofit Community Strong
   Ryan Ozimek (Soapbox Engage)

   With the federal funding freeze in limbo, many nonprofits urgently need their voices heard in Congress. Soapbox Engage’s Actions app, which integrates seamlessly with NPSP and NPC, can help organizations quickly mobilize advocacy efforts. We’re offering limited-time deployments to assist nonprofits, especially those new to advocacy—reach out if you or someone you know needs support!

2. Be More Alliances with Richard Clark
   Tom Bassett (Vera Solutions)

   In this episode of the Be More Podcast, Tom Bassett sits down with Richard Clark, VP for EMEA Alliances & Customer Success at Elements.Cloud, to dive deep into the world of alliances in the Salesforce ecosystem. The two discuss the importance of relationship management, the impact of AI on efficiency, and the skills needed for success in alliances. Tune in!

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

   Step into the mind of a Salesforce Developer this week! Use these articles to level up on your knowledge:

   • Step-by-Step Guide to Configure Google Analytics™ for Experience Cloud Sites
   • Step-by-Step Guide to Configuring Custom Domains for Experience Cloud Sites
   • Use Multiple Data Sources in Transform Element to Fetch Data from Multiple Objects
   • Avoid Salesforce Flow Errors: Limit Get Records to Stay Under 50001 Rows
   • Transform Elements Over Loops: Easily Sum or Count Items in Collections

4. Slack Community Forums Migrated to the Trailblazer Community
   Jacob Gross (Slack)

   The Slack Community forums have officially migrated to the Trailblazer Community, making it easier to find content, ask questions, and connect with other Slack users within the Salesforce nonprofit community. Slack Community events and the official workspace remain unchanged— you can visit slackcommunity.com to join events, find local chapters, or access the workspace. Learn more about the change here!

5. Resources from Salesforce Developers AMA - DevOps for Data Cloud
   Christie Fidura (Salesforce)

   Missed the Salesforce Developers AMA on DevOps for Data Cloud? No worries! You can watch the recording on demand and explore expert-recommended resources, including Trailhead modules, demos, podcasts, and developer guides to continue your learning. Check out the full list and stay connected with the Datablazer Community for more insights!

6. Pro Tip for Gift Default Soft Credits
   Aiden Martin (Cloud for Good)

   Here's a pro tip from Aiden Martin of Cloud for Good! In NPC orgs, be cautious when using Gift Default Soft Credits. If you create a $500 Commitment with a custom schedule and use the Amount field to assign a $500 Default Soft Credit, and then create two $250 Gift Transactions, the recipient will receive a $500 Soft Credit for each transaction. To avoid this, Aiden recommends using the Percent field for Default Soft Credits instead of the Amount field.

Great Events

1. Unlocking Fundraising Power with Soapbox Engage and Nonprofit Cloud - Feb 6
   Katie Ciszek (Soapbox Engage)

   Tune in this Thursday to learn how the Soapbox Engage Donations app works seamlessly with the new Nonprofit Cloud. Designed specifically for nonprofits, this powerful combination simplifies donation management while maximizing your impact. Discover how to streamline online giving, track donor data in real time, and harness actionable insights to strengthen relationships and drive your mission forward.

2. Agentforce World Tour DC & Community Sprint - Mar 17-18
   Lizzy Roberts (Salesforce.org)

   Join the Nonprofit Community at Agentforce World Tour DC with a Community Sprint, breakfast, and pre-event reception on March 17-18! This Sprint is a hands-on opportunity to collaborate on Salesforce solutions that support nonprofits and schools while networking with fellow admins, developers, and partners. Registration is open—don’t miss this chance to connect, innovate, and have fun!

Great Ideas for Nonprofits Using Salesforce

1. Make Contact Contact Relationships available to External Users
   Melanie Greene (Arkus, Inc.)

   This Trailblazer's org has an NPC Experience Cloud page where Customer Community Plus Login users need access to a Contact's Contact Relationships list view. However, this requires the Group Membership permission set license, which cannot be assigned to external users. Here's a proposal to allow customers to view relationships between contacts. Remember to vote if you'd like to see the idea implemented!