Soapbox Engage Blog

Happy Monday, PUB Crawlers!

Who is planning on attending TrailblazerDX in San Francisco later this week? I’d love to connect while we’re there! Don’t forget the Nonprofit Trailblazer Community Meetup at TDX on Thursday, March 6, at 12:35 PM PST. It sounds like a great opportunity to network, share insights, and collaborate with fellow nonprofit professionals. You can find more details and reserve your spot here!

Keep scrolling for the latest conversations, solutions, and resources being shared in the Trailblazer Community. Have a great week!

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Great Posts from the Salesforce Power of Us Hub

1. Introducing Salesforce Lightning Design System 2 (Beta)
   Shannon Harrop (Salesforce UX Enablement)

   Salesforce Lightning Design System 2 (SLDS 2 beta) is a new design framework that helps create consistent, accessible, and scalable user interfaces across its applications and platforms. Here are some things to look forward to with SLDS 2:

   • Admin Trailblazers: Empower users with Salesforce Cosmos, the new UI theme built on SLDS 2, for intuitive navigation and streamlined task completion.
   • Developer Trailblazers: Develop future-proofed code with enhanced styling hooks and use the latest developer tools to analyze and upgrade your styling API.
   • Designer Trailblazers: Quickly apply new color values and draw from an enriched color palette in Themes and Branding to unleash your creativity.

   Head to this post to learn more!

2. Be More Credential Ambassador
   Tom Bassett (Vera Solutions)

   In the latest episode of the Be More Podcast, Tom Bassett and Justyna Krajewska discuss the role of Credential Ambassadors within the Salesforce ecosystem. They explore what it means to be a Credential Ambassador, the responsibilities involved, and the skills necessary for success. Tune in for insights and inspiration!

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

   Ready to learn something new this week? Perhaps there's something here that peaks your interest?

   • Simplify Salesforce User Access Management with User Access Policies
   • Step-by-Step Guide to Creating a Custom Robots.txt for Experience Cloud Sites
   • Send Email as a Quick Action Using Lightning Web Component
   • Send Email with Dynamic Attachments Using Salesforce Flow

4. Data Cleaning Strategies for NPSP
   Suraj Sunani (Cassie and Friends)

   This Trailblazer works in the nonprofit sector for an org that often encounters duplicates due to donors using aliases or choosing to remain anonymous. They're looking to learn about some different data cleaning strategies to handle large numbers of records that need cleaning in NPSP. Add your thoughts and recommendations here!

5. Free Agentforce Specialist Scorecard
   Mike Wheeler (Velza LLC)

   The passing score for the new Agentforce Specialist certification is 73%, with the exam consisting exclusively of multiple-choice questions. Mike Wheeler created a scorecard intended to give you a solid starting place for preparing for the exam. You can use this to track your progress and measure growth as you get ready to pass your certification!

Great Events

1. Spring '25 Marketing Release Highlights for Nonprofits - Mar 5
   Lizzy Roberts (Salesforce.org)

   Tune in this Wednesday to dive into some of the highlights of the Spring '25 release for Salesforce Marketing products. This session will take a look at the latest features and innovations to elevate your marketing strategies and drive better constituent and donor engagement.

2. Proving AI ROI: How to Measure Success with Agentforce - Mar 12
   Marin Bando (Salesforce)

   Successful AI agents are both smart and service-oriented — but how do you measure their impact? Join Jim Roth (President of Customer Success) and Salesforce experts on Wednesday, March 12 to learn how to track and optimize agent performance for real organization impact.

3. 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. Education Cloud: Enable Reporting on Awards Object
   Sergio Velazquez Marmolejo (California Institute of the Arts)

   Currently there is no way to enable reports on the Awards standard object in Education Cloud. This institution tracks student scholarship information on this object and would like to use reports and dashboards to build proper visualizations in Salesforce for gift officers and donors to review. Vote if you'd like to see this limitation addressed!