Happy Monday, Trailblazers! And happy New Year!
Welcome to the very first PUB Crawl newsletter of 2026. I hope you were able to step away, rest up, and soak in some well-deserved downtime before jumping back in. As we turn the page on a new year, there’s a lot to look forward to: fresh ideas, new challenges, and plenty of opportunities to keep building impact together.
Scroll on for the latest questions, insights, and wins from the Trailblazer Community to help you start the year feeling inspired and ready for what’s ahead.
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Great Posts from the Salesforce Power of Us Hub
- Blog: Rollup and Report on Who
Michael Kolodner (Kolodner.com LLC)This post from Michael Kolodner walks through a clever solution for creating clickable links that roll up totals and jump straight to filtered Salesforce reports, making it easier to see who’s behind the numbers. It also marks a big milestone: Michael’s 100th blog post on Free Like a Puppy! Let's give him a heartfelt thank-you for sharing so much knowledge and wisdom with this community!
- Articles to Improve Your Salesforce Knowledge
Rakesh Gupta (Salesforce MVP)Speaking of knowledge for the community, these resources from Rakesh were too good not to re-share for folks who might have missed them in last week's newsletter!
- Salesforce Spring’26 Release Quick Summary
- How to Create Document Templates in Salesforce with AI
- Business Adoption of Agentforce in 2025
- Send Email with Dynamic Attachments Using Salesforce Flow
- Retain Event Monitoring Event Log Files for Up to One Year
- How to Capture Matching Gifts in NPC
Manjula Rajaram (Trailblazer)Help requested! This Trailblazer is looking for guidance on how to capture Matching Gifts in Nonprofit Cloud / Agentforce. Please share any documentation you're aware of or any experience you might have with tracking matching gifts in NPC.
- Impact of Freezing a User on Scheduled Jobs & Integrations
Rachel Park Brayboy (Self-Employed)This thread explores what happens when you freeze a Salesforce user tied to NPSP scheduled jobs and integrations: freezing prevents UI login but doesn’t automatically stop jobs or free up licenses, and integrations may quietly fail once OAuth tokens need refreshing. The consensus takeaway is to use freezing as a temporary stopgap, then move integrations to dedicated integration users and regenerate NPSP scheduled jobs under an active admin for a more sustainable, best-practice setup. The more you know!
- Creating Contact Summary Reports
Debra Van Zegeren (Cutaneous Lymphoma Foundation)This Trailblazer is curious if anyone has developed contact summary reports (without using Einstein) to capture a holistic view of a contact’s relationship with an organization, including giving, volunteering, and event participation. This is a common challenge for nonprofits looking to surface meaningful engagement history in a single, easy-to-share snapshot. Share your tips and tricks!
- TDX26 Call for Participation Is Open
Sydney Denlow (Salesforce)TDX26 is heading back to San Francisco on April 15–16, 2026, and the Call for Participation is officially open for Datablazers with big ideas to share. If you’ve got a technical story, solution, or lesson learned worth showcasing, submit your session proposal by February 13, 2026 (early submissions may receive rolling pre-acceptance).
Great Events
- Nonprofit Ask Me Anything Sessions - January 14 & 21
Lizzy Roberts (Salesforce.org)Mark your calendars for the upcoming Nonprofit Ask Me Anything (AMA) sessions in 2026 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!
- Virtual Community Sprint – January 21-22
Lizzy Roberts (Salesforce.org)Registration is live for the next Virtual Community Sprint. If you’ve ever wanted to attend a Sprint but couldn’t travel, this is your chance to join online! Volunteers from across the nonprofit, education, and impact sectors will come together to build real solutions to shared challenges. Learn more here!
Great Ideas for Nonprofits Using Salesforce
- Education Cloud: Merge Support for Contact Point Objects
Lisa Cruickshank (Te Wananga o Aotearoa)When merging Individuals / Person Accounts in Education Cloud, Contact Point records (addresses, emails, phone numbers) don’t automatically reparent, putting critical student data at risk. This idea proposes native functionality to reparent Contact Points during merges, with options to preserve the most recent or correct records. The hope: safer data cleanup, less manual work, and more reliable student communications. Don't forget to vote!
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