Soapbox Engage Blog

Happy Monday, Trailblazers!

Who’s heading to Dreamforce this week? I’ll be there and would love to connect in person! Whether you want to chat about fundraising in Salesforce, the future of AI for nonprofits, or just swap recommendations for the best burrito spots in San Francisco, don’t hesitate to reach out!

Keep scrolling for the latest questions, ideas, and events from 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 First-Time Dreamforce Attendees
   Kyren Wong (Salesforce)

   Dreamforce starts tomorrow! For those who have attended Dreamforce before, what tips do you have for first-timers? This thread is buzzing with friendly first-timer energy and seasoned pro tips to help Trailblazers make the most of Dreamforce. Chime in on the discussion!

2. Blog: Baking Your User Access Layer Cake
   Michael Kolodner (Kolodner.com LLC)

   Personas and User Access Policies allow Salesforce admins to determine what permissions people need and automate this so new users get the right access from the start. In this post, Michael Kolodner breaks down how defining personas streamlines user management and how User Access Policies make the whole process faster, easier, and more consistent. Dig in!

3. AMA Followup: Community Questions & Answers
   Natalie Larino (Salesforce)

   Here are some of the resources shared as part of last week's live US Ask Me Anything Session. This session seemed to largely focus on questions surrounding volunteering management in Salesforce, including implementing Volunteers for Salesforce, the Volunteer Initiative object in NPC, and newest enhancements for Nonprofit Cloud Volunteer Management. There's also a great question on tracking rollover gifts in NPSP.

   Don't forget the UK AMA Session is happening this Wednesday, October 15!

4. Salesforce.org Community Weekly Recap
   Lizzy Roberts (Salesforce.org)

   This week’s Nonprofit Community roundup from Lizzy highlights all things Dreamforce, from in-person and virtual resources to tips for first-timers and must-attend sessions. You can also find details about upcoming events, recurring gatherings, webinars, and in-person meetups across the nonprofit ecosystem. Head here to stay connected!

Great Events

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

   Next month, NPSP Day will be back in 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!

2. Denver Community Sprint - November 13-14
   Lizzy Roberts (Salesforce.org)

   Registration is open for the next Salesforce Community Sprint, happening November 13–14, 2025, at the University of Colorado Denver. This two-day event brings nonprofits, schools, partners, and Salesforce experts together to collaborate, build tools, and strengthen the ecosystem.

3. NPSP Day Philadelphia - December 4
   Katie Ciszek (Soapbox Engage)

   The final stop of the 2025 NPSP Day tour will be Philadelphia! Get ready for hands-on training, peer-driven discussions, a chance to show off your Salesforce skills and gain a deeper understanding of both the NPSP and Nonprofit Cloud.

4. Agentforce Nonprofit Community Sprint - December 11-12
   Lizzy Roberts (Salesforce.org)

   After the November Sprint, the next Salesforce Community Sprint will be happening this December in San Francisco, and this time, it's all about AI. Join fellow Trailblazers for two days of building, brainstorming, and co-creating with Agentforce. Details in this post, registration coming soon!

Great Ideas for Nonprofits Using Salesforce

1. Make Custom Goal Name on NPC Goal Assignment Searchable
   Brad Struss (Bigger Boat Consulting)

   Here's an idea to make the Custom Goal Name field on the Goal Assignment object searchable. This would Goal Assignments findable in lookup relationships, such as tying a case note to a Care Plan Goal Assignment. Vote if you'd like to see it happen!