Soapbox Engage Blog

Happy Monday, PUB Crawlers!

I’m so excited to head to Chicago next week for the first NPSP Day of 2025! As the Salesforce platform evolves, so do NPSP Days. In addition to plenty of NPSP exploration, we’ll take a look at the new Nonprofit Cloud and explore the different paths nonprofits can take—both short- and long-term.

But don’t worry: it’s still the same fun, unconference-style gathering you know and love—shaped by the interests, challenges, and curiosity of those in the room.

There are only a few spots left for Chicago, so if you’re nearby, don’t miss your chance to join us!

Keep scrolling for fresh ideas, questions, conversations, and events from across the Trailblazer community!

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. Tips for Defining CRM Scope: Annual Campaigns + Grant Tracking
   Sandy Vera (Live Well Kosciusko)

   This Trailblazer's org is preparing to implement Salesforce for the first time is seeking guidance on defining the initial CRM scope, with a focus on managing their first annual fundraising campaign and tracking grants. They’re asking for tips on setting clear priorities, avoiding common pitfalls—especially around campaigns and grant management—and preventing scope creep while planning for future growth. Please share your best practices here!

2. Weekly Trailblazer Update From Salesforce.org
   Lizzy Roberts (Salesforce.org)

   Here's your weekly updates from Lizzy Roberts and the nonprofit community team! Keep your eyes on upcoming World Tour events in NYC and London, including a Community Breakfast and a Sprint in London on June 9. Heads up that there's a Salesforce certification update coming in July. And be sure to check out the list of upcoming webinars, in-person events, community chats, and more!

3. NPC Setup: Best Practices for Person vs. Org Accounts
   Lauren Seidel (-)

   More advice needed! This Trailblazer's team is using Nonprofit Cloud and has been experiencing challenges with their current Person and Organization account setup, particularly around integrations and reporting. They're seeking best practices and scalable solutions as their contact list and integration needs grow.

4. Thing I Learned: NPSP Contact Role Triggers
   Michael Kolodner (Kolodner.com LLC)

   This week’s blog post from Michael Kolodner dives deep into how NPSP’s Opportunity Contact Role (OCR) triggers actually work—and the big assumption behind them: that users won’t manually touch OCRs. If your team mixes automated and manual contact roles (especially in hybrid fundraising/revenue models), you’ll want to read this and avoid accidental data loss. Smart fixes and actionable tips await!

5. The Summer '25 Release Notes are Live
   Kchu Churchill (Salesforce)

   In case you missed it last week, the Salesforce Summer ’25 Release Notes are now live! Explore key updates, including admin readiness resources, sandbox refresh tools, certification maintenance schedules, and new enhancements across Sales, Service, Marketing, Data Cloud, Flow, and more.

Great Events

1. NPSP Day Chicago - Wednesday, May 14
   Katie Ciszek (Soapbox Engage)

   In less than TWO WEEKS, we'll be back in Chicago for NPSP Day! In this day-long unconference-style event, we'll explore best practices for NPSP plus take a look at what the future holds with the new Salesforce Nonprofit Cloud. This is your space to dig in, ask questions, and emerge with fresh ideas. There are still some spots open so grab yours today!

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

   After Chicago, we'll be taking NPSP Day to Seattle in early June! We're looking forward to a full day of connection, collaboration, and all things Salesforce for nonprofits. Hope to see you there!

3. NPSP Fundraising Day - June 11
   Katie Ciszek (Soapbox Engage)

   Registration is open for NPSP Fundraising Day on June 11 at The Center in New York City! This special edition NPSP Day will focus on how nonprofits can use Salesforce and AI-powered tools to strengthen and future-proof their fundraising strategies. Expect a full day of hands-on learning, peer-led breakout sessions, and networking designed to make your fundraising smarter, faster, and more personalized. Questions? Don't hesitate to reach out!

Great Ideas for Nonprofits Using Salesforce

1. Education Cloud: Enable Quick Text Support for Meeting Notes in Interaction Summaries
   Irene Frank (Kennedy & Company)

   Quick Text is a widely used Salesforce productivity feature that enables users to insert predefined responses in emails, chats, and tasks—but it’s not currently supported in the Interaction Summary component, commonly used in Education Cloud. Enabling Quick Text in Interaction Summaries would streamline documentation for advisors and support staff by reducing manual entry when logging student interactions. Head here to vote for this idea!