Soapbox Engage Blog

Happy Monday, Trailblazers!

Ready to take a look at what's happening across the ecosystem this week? Notably, there are some great community conversations happening around data quality, automation, and program management, as well as some exciting events to mark on your calendar and... yes, a look ahead at the Winter '27 release. Time just keeps on moving!

Hope you have a wonderful week!

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. Salesforce Winter ‘27 Release: What to Expect and How to Prepare
   Tom Bassett (Vera Solutions)

   You might be melting away in the heat of summer but the Winter '27 release is already in the works! This great article from Tom highlights what to expect in the Winter '27 Release and encourages admins to start preparing now. Head there for a helpful overview of upcoming changes, key timelines, and practical steps you can take before features begin rolling out and enforcement dates arrive.

2. Outcomes Management Best Practices
   Ayoe Kristensen (Ayoe Kristensen)

   Have you implemented Outcomes Management? This Trailblazer is hoping to hear from other organizations already using the module who are willing to share their implementation experiences, lessons learned, and ongoing administration tips. Chime in with what's worked well, what challenges you've faced, and what you'd do differently!

3. Best Practices for Cleaning Donation Data
   Chris Harris (Cloud Robots)

   Importing donation data is one thing, but keeping that data clean is often where the real challenge lies. This Trailblazer is curious how other nonprofits handle contact cleanup when importing from third-party fundraising platforms, from manual export/import processes to automated integrations and in-org data quality workflows. Check out the comments for some solid tips!

4. Nonprofit Community Weekly Roundup - July 10
   Lizzy Roberts (Salesforce.org)

   If you only read one community update this week, make it this one. Lizzy's weekly roundup pulls together the latest nonprofit Salesforce news, including the updated phishing-resistant MFA enforcement timeline, Dreamforce session announcements, upcoming webinars and AMAs, and plenty of resources to keep on your radar. Catch up on what's happening across the ecosystem!

5. How to Create a Flow for a Monthly Giving Program
   Ray Keen (The Canby Center)

   Lots of great questions and conversations this week! Here's a discussion on how to identify certain recurring donors (i.e. donors who have given $100+ for three consecutive months). In the comments, folks are sharing a range of suggestions from Flow and rollups to Apex-based approaches for larger datasets. Check it out to get a sense of which solution best fits your data model!

Great Events

1. July and August Nonprofit Ask Me Anything Schedule
   Lizzy Roberts (Salesforce.org)

   Check out the upcoming Nonprofit Ask Me Anything (AMA) sessions for EMEA, AMER, and ANZ 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!

2. 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!

3. 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. Bring "Formula Evaluates to True" to Scheduled Flow Start Conditions
   Tom Bassett (Vera Solutions)

   If you build Salesforce Flows, this Idea Exchange post is worth a look. It proposes bringing Scheduled Flows in line with Record-Triggered Flows by adding a "Formula Evaluates to True" option to Start Conditions, making it easier to filter records before processing begins. This small enhancement could simplify Flow design, reduce unnecessary Decision elements and helper formula fields, and make recurring automations much easier to maintain. Remember to vote if this would help your org!