Soapbox Engage Blog

Happy Monday, Trailblazers!

We’re closing out June with a mix of community insights, security guidance, and a couple thoughtful pieces on how nonprofits are navigating both technical and organizational change across the Salesforce ecosystem.

Here's to a strong end to Q2 and fresh start for Q3!

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Great Posts from the Salesforce Power of Us Hub

1. Phishing-Resistant MFA: What You Need to Do Before July 1
   TJ Warfield (Data Geeks Lab)

   Still wrapping your head around Salesforce's phishing-resistant MFA changes? You're definitely not alone. This guide from Data Geeks Lab does a nice job of explaining what's changing, who's affected, and the actions admins should take before July 1, especially if you're assuming your current authenticator app setup will be enough.

2. Recap of June 24 ANZ Ask Me Anything
   Natalie Larino (Salesforce)

   Another great ANZ AMA is in the books! Here's a recap from last week's discussion. It covers a wide range of timely topics, from DPE scheduling and AI governance to the future of NPSP and practical tips for developing with Claude. If you're working through Nonprofit Cloud, exploring AI, or wondering how others are approaching Salesforce's latest changes, there's plenty of helpful discussion and community advice for you here.

3. Survey Results: The Challenges of Nonprofit Tech Transitions
   Watt Hamlett (Watt Hamlett Consulting)

   Technology transitions are no small undertaking. This new survey report compiles insights from more than 100 nonprofit professionals, consultants, and technology vendors on the challenges that consistently surface during implementation projects. It's a thoughtful read for anyone planning a CRM migration or other significant technology change.

4. Nonprofit Weekly Roundup - Friday, June 26
   Lizzy Roberts (Salesforce.org)

   With Salesforce's July 1 security enforcement just days away, Lizzy's weekly roundup brings together the latest community guidance, helpful resources, and upcoming events to help you prepare. It also includes Summer '26 release updates, Dreamforce news, July webinars, and other opportunities to stay connected with the nonprofit Salesforce community.

5. Manage Duplicate Leads & Contacts in Salesforce
   Bhavin Patel (Salesforce)

   A big shoutout to Forum Ambassador Eric Burté for this really practical deep dive on managing duplicate Leads and Contacts in Salesforce. It breaks down common approaches and considerations for keeping data clean. This one's especially useful for teams still wrestling with duplicate rules, imports, and ongoing CRM hygiene.

6. New Trailhead Badge: Data Enrichment Fundamentals
   Mehmet Orun (PeerNova)

   This new community-authored Trailhead badge explores how targeted data enrichment can help build a more complete customer view, whether that’s understanding complex B2B account structures, keeping consumer data up to date as people move, or improving shared visibility in partner-led go-to-market campaigns. It’s a useful starting point for anyone working toward a more unified “360” view of their data.

Great Events

1. Virtual Community Sprint – August 11–12
   Lizzy Roberts (Salesforce.org)

   Registration is officially open for the next Virtual Community Sprint! If you've ever wanted to join a Sprint but couldn't travel, this is your moment.

   For two days, volunteers from across the nonprofit, education, and impact sectors will come together to tackle shared challenges and build real, open-source solutions on Salesforce. Details at this post!

2. NPSP Day New York - September 3
   Kaden Chmara (Soapbox Engage)

   We're thrilled to be taking NPSP Day back to New York after a successful NPSP Fundraising Day NY back in March! Though September's event won't be fundraising topic-specfic, it'll bring all the same community exploration and goodness we experienced in the spring!

   This event is designed for all nonprofit Salesforce users. Whether you’re deep in NPSP, exploring Nonprofit Cloud (NPC)/Agentforce for Nonprofit, or just starting to think about what’s next, you’re in the right place!

Great Ideas for Nonprofits Using Salesforce

1. NPC: Add Transaction/Commitment Status Field in Gift Entry
   David Cheng (Idealist Consulting)

   Currently the NPC Gift Entry object has no standard Status field that can be applied to the Gift Transaction / Gift Commitment. This is a basic requirement for all fundraising nonprofits who need the core flexibility of assigning specific statuses to particular payment methods in batch entry processing. Here's an idea to add this Status field as plain text and map it to the corresponding field in Gift Transaction and Gift Commitment. Remember to vote!