Soapbox Engage Blog

Happy Monday, Trailblazers! And welcome to the latest edition of the PUB Crawl!

Per usual, this week’s newsletter is packed with resources by and for Trailblazers in the Salesforce ecosystem. Learn about effective outcomes management on July 24, discover top resources for Nonprofit Cloud for Grantmaking, and explore community resources with Sprinty. Happy learning!

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Great Posts from the Salesforce Power of Us Hub

1. Sprinty's Community Resources
   Michael Kolodner (Kolodner.com LLC)

   Are you looking for help solving a Salesforce challenge? Do you want to know how other nonprofit and education orgs have tackled common problems? Sprinty's Community Resources is the ultimate community-submitted list of resources for using Salesforce in a nonprofit/education context. And now, it's on it's way to becoming an even better well of knowledge. Share your feedback and suggestions in the Sprinty Trailblazer group.

2. Articles to Improve Your Salesforce Knowledge
   Rakesh Gupta (Salesforce MVP)

   Rakesh is back this week with more articles to take your Salesforce usage to the next level:

   • How to Pass Salesforce Data Cloud Consultant Certification Exam
   • Ever Wonder What is a Per Object – Per Type Record-Triggered Flow?
   • Remove Duplicates from Record Collection Variables in a Flow
   • Emerging Trends in Salesforce Testing: What Changes to Expect?
   • Extend Salesforce Health Cloud: Patient Intake Forms

3. Best Resources for Nonprofit Cloud for Grantmaking
   Jenna Ihle (CK Blandin Foundation)

   Head to this post to share your best learning resources and/or trails for Nonprofit Cloud for Grantmaking. There are already some great suggestions in the comments— from the Nonprofit Cloud for Grantmaking Trailblazer group to the Get Started with Grantmaking help article.

4. Using Flow to Create a Task if a Field Equals Today's Date
   Meir Brodsky (The Aleph Institute)

   This Trailblazer is looking for a way, using Flows, to create a task whenever the date field on a Contact record equals Today's date. Some helpful ideas are already being shared in the comment thread— join the conversation!

5. Blog: Sending the Salesforce Elevator Back Down
   Ian Gotts (Elements.cloud)

   This blog from Ian Gotts emphasizes the importance of experienced professionals sharing their knowledge and skills with newcomers in the Salesforce ecosystem. Ongoing mentorship and training are important to ensuring the next generation is well-equipped to handle strategic and technical challenges, particularly as Salesforce implementations grow more complex.

Great Events

1. Outcomes Management: A Practical Approach - July 24
   Terry Cole (Street Youth Ministry of Austin)

   NonProfit Cloud recently introduced some data structures for tracking Outcomes Management— objects that NPSP never offered. In this presentation, Terry Cole will cover what these new data structures are all about, and how outcome measurement differs from activity or engagement measurement (AKA Program Management). Tune in!

2. Nonprofit Ask Me Anything Sessions - July 17
   Lizzy Roberts (Salesforce.org)

   Mark your calendars for the upcoming Nonprofit Ask Me Anything (AMA) sessions on Wednesday, July 17th, for both EMEA and AMER 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!

Great Ideas for Nonprofits Using Salesforce

1. Provide Custom Fields on Ad Hoc Bulk Disbursement Component
   Matthew Nosco (-)

   Here's an idea to enhance the Ad Hoc Bulk Disbursement Component in the Nonprofit Cloud with custom fields to improve usability. This enhancement would save organizations countless hours and streamline data recording, eliminating the need for workarounds.

2. Education Cloud: New from Wizard Access
   Jacob Johnson (HigherEchelon, Inc.)

   A conditional permission to show or hide the "New from Learning Wizard" button in the list view for Learning Programs or Courses would improve user experience without impacting security. The current workaround of removing all Education Cloud permissions is not ideal, as it unnecessarily strips other permissions and complicates user management. Vote if you agree!