Soapbox Engage Blog

Happy Monday, Trailblazers!

I hope you had a fantastic weekend and are feeling refreshed and ready for another week. This week’s newsletter is extra packed with community-sourced knowledge. From innovative solutions to helpful tips, the collective wisdom here continues to be inspiring. Thanks for making this community great!

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Great Posts from the Salesforce Power of Us Hub

1. New Video "Blog" on Permission Sets!
   Terry Cole (Street Youth Ministry of Austin)

   Check out Terry Cole's new video series on Permission Sets! This seven-part YouTube playlist, originally presented to the Austin Nonprofit User Group, covers the importance of permission sets for nonprofits and small organizations, offering practical steps to improve admin efficiency and organizational value. Woo! Thanks Terry!

2. Resources From 5/15 Ask Me Anything Session
   Lizzy Roberts (Salesforce.org)

   Here are some resources from last week's AMER Ask Me Anything Session. Topics covered include NPC implementation, soft credits, API connections, and more.

3. Custom Solution for Salesforce Tagging
   Terry Cole (Street Youth Ministry of Austin)

   Topic tagging in Salesforce has several limitations, including inconsistent support across platforms and lack of complex filtering in list views and reports. Terry recommends using a custom junction object and custom roll-up fields for better functionality and support across desktop, mobile, and various Salesforce features. Thanks again, Terry!

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

   Rakesh is back with more reliable and insightful tips for improving your Salesforce usage. Check out these articles:

   • Easiest Way to Make Screen Component Read Only
   • Information Gathering in Flows and Beyond: Enabling Power Users to Conduct Inspections
   • Salesforce Summer’24 Release Quick Summary
   • Creatively Decode Your Salesforce Developer Journey
   • Pre-requisites for Learning Apex – Logical Mind and Confidence!

5. Dreamforce 2024 Call for Participation is Live
   Lizzy Roberts (Salesforce.org)

   The Dreamforce 2024 call for participation is LIVE! Submit your proposal for before June 6 at 5pm PT! Head to this post for details.

6. Summer ’24 Documentation and Feedback
   Melissa Barber (Salesforce.org)

   Don't forget that the Summer '24 documentation is now live! Highlights include a new Nonprofit Cloud Migration Guide, improved developer documentation, detailed information on Data Processing Engine calculations, and clarified Case Management package details. Please share your feedback using the widget at the bottom of any release article.

Great Events

1. Nonprofit Networking Breakfast, Connections Day 1 - May 22
   Lizzy Roberts (Salesforce.org)

   Heading to Chicago for Connections this week? Kickstart your first day inside the McCormick Place West Building for a Nonprofit Networking Breakfast. Bring a friend and get ready to connect with fellow Nonprofit Trailblazers and fuel up for the day ahead. No separate registration required outside of a Connections pass, but know that breakfast is first-come, first-served!

Great Ideas for Nonprofits Using Salesforce

1. Make Action Plans Available for Nonprofit Cloud Fundraising
   Jordan Berger (Fionta)

   This Trailblazer needs the ability to add Action Plans to the Fundraising objects in Nonprofit Cloud. Action Plans are a fantastic way to move the needle on tasks and take action quickly on multiple levels. This feature would be a great addition to Nonprofit Cloud for Fundraising for grant-seekers, major gift officers, and more.

2. Indicate Read Only and Required Fields in Lightning App Builder
   Tom Bassett (Vera Solutions)

   Wouldn't it be great to have a visual icon next to required and read only fields in the Lightning App Builder when using Dynamic Forms? Tom Bassett thinks so! Vote for his idea if you agree!