Soapbox Engage Blog

Happy Monday, PUB Crawlers!

I’m excited to be heading to Baltimore this week for the 2025 Nonprofit Technology Conference—it’s always such an energizing space to connect, learn, and be inspired by the incredible work happening across the sector. If you’re attending too, I’d love to say hi and hear what sessions you’re most looking forward to. See you there?

Keep scrolling for some excellent resources and conversations coming out of the Trailblazer community! And let me know if there’s anything you’d like to see more of in future newsletters!

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Great Posts from the Salesforce Power of Us Hub

1. Nonprofit Cloud Implementation Guide
   Lizzy Roberts (Salesforce.org)

   The new Nonprofit Cloud Implementation Guide is here to provide an overview of features and strategies for successfully setting up Nonprofit Cloud for Stakeholder Management. It shares important questions to ask, best practices to follow, and tips for a successful implementation. Check it out!

2. Updated Nonprofit Cloud Documentation
   Lizzy Roberts (Salesforce.org)

   Exciting improvements have been made to Nonprofit Cloud (NPC) documentation! Highlights include a clearer "What’s Included in NPC" topic, redesigned setup docs for easier use, added editions and permissions tables, and updated migration and implementation guides. Stay tuned for ongoing improvements.

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

   Take some time to take your Salesforce skills to the next level this week!

   • Progressive Rendering in Experience Cloud Site: Faster Load Times, Better UX
   • Easily Delegate Site Administration to External Users in Experience Cloud
   • Provide Search Engines with Fresh Content Snapshots for Experience Cloud Sites
   • Conditional Field Formatting to Visually Highlight Fields for Quick Attention
   • Agentforce 2.0 in Action: How AI Agents Are Reshaping Business Operations

4. Some Summer '25 Resources
   Joey Ulep (Salesforce)

   You might just be settling into spring but it's time to check out these Summer '25 resources! Head here for the Summer '25 Sandbox Preview Instructions, Salesforce Sandbox Preview Guide, Summer '25 Google Calendar and ical Format, Summer '25 Infographic and Key Dates, and more!

5. How to Change the Display of the Activity Timeline
   Bhavin Patel (Salesforce)

   In Salesforce, you can display Activities either as a Related List or in the Activity Timeline. When using the Activity Timeline, you have the option to view activities as either Tabs or Icons. This article from Tom Bassett will walk you through how to switch between these two display options. Check it out!

Great Events

1. Nonprofit Ask Me Anything - April 16
   Lizzy Roberts (Salesforce.org)

   The next Nonprofit AMA session will be taking place this Wednesday 4/16! 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!

2. NPSP Day Chicago - Wednesday, 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 and connect with fellow nonprofit professionals. Spots are filling up– register today!

3. NPSP Day Seattle - Thursday, June 5
   Katie Ciszek (Soapbox Engage)

   We're thrilled to announce the second NPSP Day event of the year— Seattle, here we come! We're looking forward to a full day of connection, collaboration, and all things Salesforce for nonprofits.

   Never been to an NPSP Day before? Feel free to reach out to me directly, or email my trusted NPSP Day copilot, Katie. We'll be sure to answer all your questions!

Great Ideas for Nonprofits Using Salesforce

1. NPC: Allow Customizable Benefit Schedule Frequency
   Rachel Burcher (GravityLab)

   The current out-of-the-box BenefitSchedule OmniScript offers preset frequency values for benefit session creation, which are generally useful but lack flexibility. For example, selecting "monthly" does not allow users to specify a particular day, leading to sessions being scheduled on unavailable dates. Ideally, users should be able to customize the frequency or have it function more like Outlook’s recurring meeting options (e.g., 2nd Monday of the month). Vote if you agree!