Soapbox Engage Blog

Happy Monday, PUB Crawlers!

This week’s newsletter is full of can’t-miss events and impactful resources. Explore DevOps strategies for Data Cloud, peruse the Spring ’25 Release Overview Deck, and understand the differences between Nonprofit Cloud and NPSP Grants Management. Dive in!

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Great Posts from the Salesforce Power of Us Hub

1. Donor Quality - How to Qualify/Score Donors
   Islam Ayoub (Swift Cloud Solutions)

   How does your organization qualify donors or identify quality donors on Contact or Account records? This Trailblazer is looking for some best practices— particularly when it comes to identifying which constituents or previous donors are likely to donate again. Share your ideas here!

2. New Resources: AI Nonprofit E-book and Guide
   Lizzy Roberts (Salesforce.org)

   There are a couple new AI resources now available to Trailblazers. Whether you’re just starting out with AI or already innovating around the technology, this e-book and guide can help you better understand the pillars of AI readiness, strategize effectively, and know the benefits of AI.

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

   Here are some more great articles from Rakesh— learn about Flows and the Transform Element:

   • Avoid Salesforce Flow Errors: Limit Get Records to Stay Under 50001 Rows
   • Transform Elements Over Loops: Easily Sum or Count Items in Collections
   • Use Multiple Data Sources in Transform Element to Fetch Data from Multiple Objects
   • Transform Elements Over Loops: Create Tasks for Opportunities Without Loops
   • Transform Elements Over Loops: A Modern Method for Collecting IDs in Salesforce Flow

4. Nonprofit Cloud vs. NPSP Versions of Grants Management
   Leah Kopperman (Cure HHT)

   What are the differences between Grants Management for NPSP and Nonprofit Cloud? This Trailblazer is looking from some clarity— especially regarding Experience Cloud functionality and licensing requirements. Please share any guidance or links that might be helpful here!

5. Spring ‘25 Release Overview Deck is Now Available
   Udita Gangwani (-)

   The Spring ‘25 Release Overview Deck is now available! This a visual companion to the release notes that walks you through many of the major enhancements in Spring '25. You can slice and dice it as you wish to learn more and share with others.

Great Events

1. DevOps for Data Cloud: Salesforce Developers AMA - Jan 29
   Christie Fidura (Salesforce)

   This Wednesday— join developer advocate host Danielle Larregui in conversation with product managers William Yeh, Karen Fidelak and Rohit Mehta as they discuss all things Data Cloud DevOps. They’ll share how to build apps with Data Cloud using application lifecycle management (ALM) phases, tools, Data Cloud-specific sandboxes and packaging, and DevOps Center integration. Then, stick around for the live Q&A!

2. Unlocking Fundraising Power with Soapbox Engage and Salesforce Nonprofit Cloud
   Katie Ciszek (Soapbox Engage)

   Tune in next 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.

3. Datablazer Community Meet-Up - Feb 12
   Joel Primack (Datablazer Community Manager)

   The next Datablazer Community Meet-Up will take place on Zoom on February 12 at 12pm ET. Parth Shah, Sr. Manager, Product Marketing (Data Cloud), will facilitate a discussion with attendees on a few insights from recent Salesforce-exclusive research following the conclusion of a survey of CIOs on unstructured data. Head here to register!

Great Ideas for Nonprofits Using Salesforce

1. Remove Requirement for Both Amount and Percent on Gift Transaction Designation
   Dar Veverka (Idealist Consulting)

   The NPC Gift Transaction Designation object requires users to enter both an Amount and Percent when creating a record. In some cases, this has caused issues when multiple Transaction Designation records are being created for a Gift Transaction using automations or data loads. Removing the required flag on the Percent field could solve this pain point.