Soapbox Engage Blog

Happy Monday, PUB Crawlers!

Does it feel like everything’s moving a little faster now that daylight savings is behind us? The extra daylight, the fresh energy in the air—it’s really starting to feel like spring! It’s hard to believe we’re already wrapping up the first quarter of the year, but what an exciting journey it’s been so far.

As we step into this new season, we’re seeing incredible conversations, creative solutions, and invaluable resources being shared across the Trailblazer Community. Keep the momentum going, stay inspired, and let’s keep building together!

Scroll down to dive into the latest updates.

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Great Posts from the Salesforce Power of Us Hub

1. Release Readiness for Spring '25
   Carolyn Bathauer (Salesforce)

   Release Readiness took on a new format for Spring '25. The episodes are listed out by topic in this post, covering Agentforce, Sales Cloud, Service Cloud, Field Service, Flow, and CRM Analytics. Check them out on Salesforce+!

2. Start Flow Approvals From A Button - Salesforce Spring 25
   Andy Engin Utkan (BRDPro Consulting)

   Watch this Salesforce Break video to learn how Andy built an Autolaunched Flow Approval Orchestration and assigned it to a button on the Lightning Record Page. This solution shows how you can use queues to assign your approval step. Additionally, you can see what email notifications are being sent for approvals, and how approval email responses can be leveraged to complete the approval step. Sounds pretty neat!

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

   Ready to level up on your Salesforce knowledge? Once again, Rakesh makes it easy:

   • Conditional Field Formatting to Visually Highlight Fields for Quick Attention
   • Agentforce 2.0 in Action: How AI Agents Are Reshaping Business Operations
   • How Cirra AI Change Agent is Redefining Salesforce Implementation
   • Notify Opportunity Owner when a Survey Response is Received
   • Easiest Way to Convert ListView Filters for use in SOQL

4. 4 Steps for Long-Term Success with Agentforce
   Marin Bando (Salesforce)

   Thinking of implementing Agentforce? This guide can help you assess your Agentforce readiness, evaluate your platform architecture, establish guardrails and governance, and foster ongoing learning and adoption. Check it out!

Great Events

1. Community Events at Agentforce World Tour DC - March 19
   Lizzy Roberts (Salesforce.org)

   There are several opportunities to connect with the nonprofit community at Agentforce World Tour DC this week— including a community breakfast, and a pre-event reception, and a number of Nonprofit Sessions at world tour itself. Plus, it's the perfect time to pay a little visit to DC— the cherry blossoms are in bloom!

2. Nonprofit Ask Me Anything - March 19
   Lizzy Roberts (Salesforce.org)

   The next Nonprofit AMA session will be taking place this Wednesday 3/19! These are 45-minute Q&A sessions led by Salesforce experts, with no topic off-limits. Tune in to these insightful discussions— no presentations, just pure Salesforce wisdom exchanged in a supportive community environment!

3. Soapbox Product Development Progress and Plan - March 20
   Katie Ciszek (Soapbox Engage)

   We'd like to invite you to join us for a little fireside chat this Thursday at 3pm ET! The Soapbox Engage platform is constantly evolving to serve the needs of the nonprofit community as we strive to empower organizations to raise more money and change the world. Through that evolution, we aim to provide a transparent view into the development process for Soapbox nonprofits and partners. Tune in this week to see what we've been up to and what lies ahead!

4. NPSP Day Chicago - May 14
   Katie Ciszek (Soapbox Engage)

   NPSP Day is heading back to Chicago in 2025! Hosted by Soapbox Engage and Idlewild Partners, this day-long event is designed specifically for the Salesforce nonprofit community. It’s a unique opportunity to:

   • Get hands-on training and experience with the Nonprofit Success Pack
   • Connect with fellow nonprofit professionals
   • Share and gain insights to elevate your use of Salesforce

   Head to this post for more details and registration!

Great Ideas for Nonprofits Using Salesforce

1. NPC: Enable Reporting for the Benefit Assignment History Object
   Janina Capacillo (Harmony Project)

   The NPC currently does not support reporting on the Benefit Assignment History object, even when field tracking is enabled and added to the page layout. While the data is accessible via SOQL queries, it is not available within reports, limiting visibility for end users. Here's an idea to enable reporting for all field history objects to eliminate the need for external data exports and ensure critical information remains accessible within NPC.