Soapbox Engage Blog

Happy Monday, Trailblazers!

How many of you will I be seeing in DC next week??? We still have spots open to join NPSP Day in Washington, DC next Thursday. We’ve had an absolute blast (and fantastic turnouts!) recently in New York, San Francisco, and Minneapolis. So thrilled to keep the energy going! Head here to find event and registration details.

Scroll down to catch the latest updates, ideas, and conversations from the Trailblazer Community, and stay inspired by what your peers are building and learning!

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Great Posts from the Salesforce Power of Us Hub

1. Nonprofit Trailblazer Community Dreamforce Recap
   Lizzy Roberts (Salesforce.org)

   The Nonprofit Trailblazer Community brought incredible energy to Dreamforce 2025, turning the week into a true celebration of innovation and impact! From packed community meetups and open-source showcases to heartfelt volunteer activities, nonprofit Trailblazers made their presence felt across the campus. Take a look at this post to learn more about what this group got up to at Dreamforce!

2. Building Persona-Based Permissions in Salesforce
   Michael Kolodner (Kolodner.com LLC)

   In his latest blog post, Michael Kolodner walks through the hands-on process of building a persona-based permissions model in Salesforce—from defining profiles and building permission sets to automating assignments with User Access Policies. Especially enlightening for small and mid-sized nonprofits, his post offers practical steps (and lessons learned) for cleaning up tangled access controls and moving toward a more secure, scalable permissions structure. Dive in!

3. Mastering Salesforce Flow Approvals: The Complete Guide
   Andy Engin Utkan (BRDPro Consulting)

   Want to learn how to build, customize, and deploy advanced approval processes using Salesforce Flow? Andy Engin Utkan's course will take you through all the steps, covering serial and parallel flows, orchestration basics, best practices for assignment logic and email customization, and more. Join the next cohort!

4. Salesforce.org Community Weekly Recap
   Lizzy Roberts (Salesforce.org)

   The Nonprofit Trailblazer Community is keeping the Dreamforce energy going with new recap resources, on-demand sessions, and post-event gatherings across the globe! This week’s roundup from Lizzy highlights upcoming webinars on Volunteer Management and AI, plus in-person “Dreamforce 2 U” events in Chicago, Boston, and beyond. Take a look!

Great Events

1. NPSP Day Washington DC - November 6
   Katie Ciszek (Soapbox Engage)

   NEXT WEEK, NPSP Day will be back in Washington, DC on November 6 for a day of unconference connection, exploration, and strategizing around the NPSP, NPC, and all things Salesforce for nonprofits. Hope to see you there!

2. Denver Community Sprint - November 13-14
   Lizzy Roberts (Salesforce.org)

   Registration is open for the next Salesforce Community Sprint, happening November 13–14, 2025, at the University of Colorado Denver. This two-day event brings nonprofits, schools, partners, and Salesforce experts together to collaborate, build tools, and strengthen the ecosystem.

3. NPSP Day Philadelphia - December 4
   Katie Ciszek (Soapbox Engage)

   The final stop of the 2025 NPSP Day tour will be Philadelphia! Get ready for hands-on training, peer-driven discussions, a chance to show off your Salesforce skills and gain a deeper understanding of both the NPSP and Nonprofit Cloud.

4. Agentforce Nonprofit Community Sprint - December 11-12
   Lizzy Roberts (Salesforce.org)

   After the November Sprint, the next Salesforce Community Sprint will be happening this December in San Francisco, and this time, it's all about AI. Join fellow Trailblazers for two days of building, brainstorming, and co-creating with Agentforce. Registration is now live!

Great Ideas for Nonprofits Using Salesforce

1. Allow Type-Ahead Search and Remember Last Service Territory
   Samantha Greenberg (George Mason University)

   Here's an idea to improve the functionality of Lobby Management in Education Cloud by adding type-ahead search or lookup functionality to the Service Territory dropdown, and keeping the most recently used Service Territory selected when users return to the Lobby Management tab. Remember to vote!