Soapbox Engage Blog

Happy Monday, Trailblazers! Ready to wrap up Q2 and head into the second half of the year? Whew, can’t believe I’m saying that!

For those of you attending Southeast Dreamin’ in Atlanta this week, I’m looking forward to representing Soapbox Engage. Be sure to catch my session, "Creative Strategies for Squeezing the Most Out of the New Nonprofit Cloud for Fundraising." Let me know if I’ll see you there!

Scroll on down for the latest and greatest from the Trailblazer community, and have a great week!

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Great Posts from the Salesforce Power of Us Hub

1. Best Trailhead Trails for New Users
   Robert Robinson (AHEAD, Inc.)

   Where would you start if you were new to Salesforce? The beginning of any new journey can feel quite daunting, so drop your favorite Trailhead(s) here!

2. Apply to Become a Trailblazer Community Forum Ambassador
   Danielle Kerendian (Salesforce)

   Love spreading knowledge? Here's your chance to shine! Trailblazer Community Forum Ambassadors are online community superusers recognized for helping others find success with Salesforce by answering product questions, creating helpful content, and sharing best practices in the online Trailblazer Community. Apply to become a Forum Ambassador by July 11!

3. Tracking Second Gift of Donors
   Reeva Soni (Orange Sky)

   Tracking a donor's first gift inside Salesforce is straightforward enough. But what if you want to take a look at when donors follow up with a second gift? Second gift insights can provide great context for giving patterns. Add your thoughts for tracking to this thread!

4. Managing B2B and B2C Contacts in Salesforce NPSP
   Marcy Peterson (ArtPride NJ)

   This nonprofit advocacy and service organization uses Salesforce NPSP to manage both B2B and B2C contacts, aiding other nonprofits and increasing arts participation statewide. They're addressing challenges with crossover messaging and duplicate records by considering the creation of distinct Contact Record Types for B2B and B2C, acknowledging that individuals may appear in both categories with different or the same email addresses. Share your best practices here!

5. Building a Business Case to Clear up Tech Debt
   Ian Gotts (Elements.cloud)

   From similar sounding fields, to limited documentation, to security flaws, technical debt is a major risk to any implementation. But building a business case to clear up tech debt is hard. This article offers some ideas and AI prompts to help.

Great Events

1. Streamline Operations with Flow Builder (LIVE) - June 26
   Jennifer Lee (Salesforce)

   A new LIVE episode of Automate This! will be streaming this Wednesday at 10:30am PT/1:30pm ET. Learn how you can streamline your business operations with Flow Builder after watching demos from Nancy Brown and Seif Khaled. Seif will show you how he built a customizable system email notification solution using flow and Nancy will show how she created a way for client to easily test scheduled fields in lieu of waiting for schedule flow time.

2. Tableau for Nonprofits Campfire - June 26
   Alexis Casby (Salesforce)

   This Campfire will show you how to unlock the power of data and actionable insights with Tableau. Attendees will be taken through the process of unlocking data by automatically computing nonprofit fundraising and marketing KPIs, visualizing data, and gaining key insights that can drive impact. Head to this post for registration details!

Great Ideas for Nonprofits Using Salesforce

1. NPC - Semi Monthly Recurring Donation Schedule
   Aiden Martin (Cloud for Good)

   Unlike NPSP, Nonprofit Cloud for Fundraising does not currently provide a semi-monthly option when creating revenue schedules for recurring donations. This schedule type is often necessary for organizations that receive a lot of workplace giving. Vote for this idea if you want to see semi-monthly recurring giving added to NPC for Fundraising.

2. NPC - Matching Gift Transaction Related List
   Aiden Martin (Cloud for Good)

   On the Gift Transaction object there is a "Matching Employer Transaction" field that is a self-referential lookup to the Gift Transaction object. However, it cannot be displayed as a Related List on the Gift Transaction layout. Here's an idea to update the field so users can add a related list of matched Gift Transactions to the Matching Gift record.