Soapbox Engage Blog

Happy Monday, Trailblazers!

I’m finally settling back into west coast time after an amazing week in Washington, DC! Not only did we get the full Soapbox Engage team together to plan for bringing even more value to nonprofits in 2026, but we also hosted another hit NPSP Day in the nation’s capital. From hands-on sessions to lively conversations, it was inspiring to see the community come together in person. If you missed it, don’t worry—you still have one more chance to join us for NPSP Day in 2025: we’ll be in Philadelphia on December 4!

Keep scrolling for the latest updates, insights, and conversations from the Trailblazer Community!

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Great Posts from the Salesforce Power of Us Hub

1. Profiles and Permissions in Salesforce: The Simple Guide for Admins
   Andy Engin Utkan (BRDPro Consulting)

   Ready to learn something new from Salesforce Break this week? This post breaks down Salesforce user management for admins, covering Profiles, Permission Sets, Permission Set Groups, and Roles. Learn how these tools work together to control access, keep your users productive, and prevent those dreaded “I can’t access this” messages.

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

   Per usual, this week’s Nonprofit Community roundup is packed with ways to connect, learn, and grow! Highlights include the Nonprofit and Education Jobs group, upcoming virtual webinars on Program Management, Marketing Cloud, and AI analytics, plus in-person events like the Community Sprint in Denver and Dreamforce 2 U in DC and beyond. Head here to learn how you can engage!

3. Sending Emails with Person Accounts and Nonprofit Cloud
   James Lungi (Get Your Brand Up)

   This Trailblazer is looking for best practices for sending list emails and using merge fields with Person Accounts in NPC. Merge fields want Contact data, but they also need Account-level info, and adding Person Accounts to email lists or campaigns from the Account view isn't very straight forward. They’re hoping for tips and tricks to make emailing with both Contact and Account data smooth and painless. Share your ideas!

4. Issue with NPSP Data Importer Creating Anonymous Organizations
   Michelle Dwyer (BibleProject)

   This Trailblazer ran into a puzzling NPSP Data Importer issue: while donations linked to existing Contacts uploaded just fine, a user’s import of new Organization Accounts kept creating Anonymous Households instead of named Organizations. The cause? The user’s default Account Record Type was set to Household rather than Organization. Because NPSP expects a Primary Contact for Households, it defaults to the Anonymous naming rules, switching the default record type to Organization resolves the issue. If you've experienced a similar issue, here's your fix!

Great Events

1. 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.

2. Nonprofit Ask Me Anythings - November 19
   Lizzy Roberts (Salesforce.org)

   The next Nonprofit AMA sessions are happening on November 19 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 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. Registration is now live!

Great Ideas for Nonprofits Using Salesforce

1. Fundraising for Experience Cloud Should Give Access to Designations
   Junette Tan (Passion Fruit Partners)

   Currently, external users who are provided access to Salesforce through Experience Cloud to view giving history are able to view Gift Transactions, but not Gift Transaction Designations. The permission set license available for external users (Fundraising for Experience Cloud) does not provide any access to Gift Designations (and, by extension, Gift Transaction Designations). Adding this functionality would enable donors to confirm that their donations were designated correctly to the areas they chose. Vote for this idea in the IdeaExchange to help it come to fruition!