Soapbox Engage Blog

Happy Monday, Trailblazers!

I had an amazing time in Minneapolis last week, where about 40 folks joined us for NPSP Day! We dug into some great conversations around data hygiene, reports and dashboards, automations, online fundraising, Nonprofit Cloud, Experience Cloud, and more. Stay tuned for a full recap soon—and for Bay Area Trailblazers, there’s still time to join us for NPSP Day San Francisco THIS THURSDAY!

Now, keep scrolling for the latest Trailblazer updates!

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Great Posts from the Salesforce Power of Us Hub

1. Join the Nonprofit Cloud Customer Design Partner Program by September 19
   Sean Finerty (Salesforce)

   Sign up by FRIDAY to join the Nonprofit Cloud Customer Design Partner Program and get a first look at the product roadmap. As a member, you'll work directly with the product team to share feedback, influence new features, and help shape the future of Nonprofit Cloud. Details here!

2. Platform Users Usage Tips
   Michael Kolodner (Kolodner.com LLC)

   In this post, Michael Kolodner shares practical tips for setting up and managing Salesforce platform users, highlighting how they differ from full Salesforce licenses. He explains some unique considerations around profiles, permission sets, and access limitations. Check it out!

3. How to Create a Report That Displays Only Empty Fields
   Bhavin Patel (Salesforce)

   This article from Smitha Thomas explains how to track records with blank fields to ensure data completeness. In Reports and Dashboards, it can be difficult to filter only those records missing values while still showing key identifiers like the Contact Name. Using the right filters makes it easier to spot gaps and improve data quality.

Great Events

1. Fundraising.AI Global Summit - September 15-16
   Lori Freeman (Salesforce)

   Salesforce is sponsoring the FREE Fundraising.AI Global Summit today and tomorrow (September 15–16), bringing together leaders in philanthropy, technology, and fundraising to explore ethical and effective uses of AI. Join sessions featuring Salesforce, including a panel with AWS and a conversation on maximizing fundraising with AI agents.

2. AMER and EMEA Ask Me Anything Sessions - September 17
   Lizzy Roberts (Salesforce.org)

   The next Nonprofit AMA sessions are happening this Wednesday, September 17 for both US and UK timezones! 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. NPSP Day San Francisco - September 18
   Katie Ciszek (Soapbox Engage)

   Last call for NPSP Day San Francisco! Join us THIS THURSDAY for a full day centered on peer learning, real-life use cases, and open conversations around the NPSP, NPC, and how nonprofits can make the most of Salesforce. Hope to see you there!

4. NPSP Day New York - October 9
   Katie Ciszek (Soapbox Engage)

   If you didn't have a chance to join us for NPSP Fundraising Day back in June, we'll be heading back to New York next month for another day-long gathering of nonprofit professionals and Salesforce experts. While this won't be a topic-specific training day (like Fundraising Day), there will still be the opportunity to build the day's agenda around your interests. That's the beauty of an unconference!

5. NPSP Day Washington DC - November 6
   Katie Ciszek (Soapbox Engage)

   You heard it here first! NPSP Day is coming back to Washington DC on November 6 for a day of unconference connection, exploration, and strategizing around the NPSP, NPC, and all things Salesforce for nonprofits! Hope to see you there!

Great Ideas for Nonprofits Using Salesforce

1. NPC Gift Entry - Dependent Picklists
   Maria Kelley (Prolocity)

   Here's an idea that proposes that when custom fields with dependent picklists are added to Gift Entry, the dependency logic should function as it does in the standard Salesforce UI. Currently, Gift Entry shows all picklist values for the dependent field regardless of the controlling field selection, which can cause confusion. Enforcing the dependency would streamline the Gift Entry process, ensure cleaner data collection, and improve the end-user experience. Vote if you agree!