Soapbox Engage Blog

Happy Monday, Trailblazers!

August is here, and we’ve got a good mix for you this week. There are some practical conversations around NPSP data management, along with ideas for making Salesforce administration a little more manageable. There are also a couple of broader community conversations worth a read, including a thoughtful look at DEI in the Salesforce ecosystem. Plus, NPSP Day New York is one month away, so now’s a good time to get it on your calendar!

Have a wonderful week!

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Great Posts from the Salesforce Power of Us Hub

1. How Are You Handling Mass Address Updates in NPSP?
   Heath Parks (Cincinnati Works)

   Mass address updates can get complicated quickly, especially when new data includes addresses that already exist in Salesforce but aren't marked as the default. This Trailblazer is curious about how other nonprofits are handling address matching, deduplication, and bulk updates in NPSP, including tools and workflows that can reduce hours of manual cleanup. Chime in!

2. Strategies for Managing Salesforce CRM User Requests
   Rose Keyes (North Peak Solutions)

   This blog post shares some practical strategies for managing the steady stream of Salesforce requests that admins and power users often juggle. The post covers ways to track requests, prioritize what gets built, and make sure individual asks stay aligned with the organization's bigger goals. Worth a look for anyone trying to bring a little more structure to CRM change management!

3. Datablazer Tip: Designing Calculated Insights
   Alyssa Jenson (Salesforce)

   Here's a useful point about Calculated Insights: the goal shouldn't just be to produce another metric, but to support an actual business decision. This Datablazer Tip poses a few practical questions to consider around who will use the insight, how often it needs to refresh, and whether the logic belongs in Data 360 or upstream. What Calculated Insights are proving useful for your team?

4. We Should Do Better: A Conversation About DEI in the Salesforce Community
   Michael Kolodner (Kolodner.com LLC)

   This post from Michael asks us to take an honest look at something worth talking about: whether the Salesforce community has allowed its focus on DEI to slip. It’s a candid reflection on where things stand, what may have changed, and the responsibility to keep these conversations going. A super thoughtful read!

5. Nonprofit Community Weekly Roundup: July 31
   Lizzy Roberts (Salesforce.org)

   Head here for a quick Salesforce Nonprofit weekly roundup from Lizzy, including an important reminder about Experience Cloud guest user security, a few new webinars and certification updates, and a schedule shift for the August Nonprofit AMAs. And as always, plenty of upcoming opportunities to learn, connect, and collaborate with the community!

Great Events

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

   The next Virtual Community Sprint is happening next week! 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!

3. NPSP Day San Francisco - September 23
   Kaden Chmara (Soapbox Engage)

   After New York, the NPSP Day tour will be heading to NorCal for NPSP Day San Francisco! Join us to get some hands-on Salesforce training and exchange practical, real-world insights with other nonprofit professionals.

Great Ideas for Nonprofits Using Salesforce

1. Support Bulk Merging for Household Accounts with PRG Records
   Tessa Boyce (Heller Consulting)

   This Idea highlights a significant limitation for nonprofits tackling duplicate Household Accounts in Nonprofit Cloud. When Household Accounts are linked to Party Relationship Group records, they currently have to be merged one at a time through the PRG interface, making large-scale deduplication projects unnecessarily manual. Here's a request for a way to support bulk merging so organizations can clean up thousands of duplicate records more efficiently. Remember to vote!