Soapbox Engage Blog

Happy Monday, Trailblazers!

Are you looking for events management software that integrates with Salesforce? Join us this Thursday to learn about the incredible features of the Soapbox Engage Events app, including a new release that allows event attendees and registrants to view and manage their own reservations via a user portal! Register for the webinar here.

Keep scrolling for the freshest ideas, solutions, questions, and events from the Trailblazer Community.

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Great Posts from the Salesforce Power of Us Hub

1. Adding CC Address in Flow Email Action
   Bhavin Patel (Salesforce)

   Salesforce Flows offer versatile email actions that allow admins to send emails using templates, multiple recipients, dynamic variables, etc. While the standard flow email action does not support adding CC addresses to emails, this writeup from Maham Hassan will walk you through a workaround solution.

2. Automation Tips for Streamlining Grant Task Management
   Alex Johnson (-)

   This Trailblazer is seeking advice on streamlining their team's grant task tracking process, which currently uses a Word document to manage proposal deadlines, donor interactions, and report requirements. They aim to automate this system using Salesforce to update and notify them based on inputted grantor information, and would appreciate suggestions from anyone with a similar setup or alternative automation ideas. Share your ideas here!

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

   Ready for your weekly does of Rakesh wisdom? Here's what he has for us this week:

   • Launch a Flow from CRM Analytics Dashboard Text Widget
   • Create a Lightning Web Component for CRM Analytics Dashboards
   • Sending an Outbound Message from a Flow in Salesforce
   • Create Lookup with Dynamic Forms for Flow
   • Hurray! Parsing a Multi-Select Picklist is Trouble No More! Phew!

4. Design For User Success: Add Interest through Color
   Michael Kolodner (Kolodner.com LLC)

   In the words of Michael Kolodner, why be boring? Add color to your Lightning pages so your users get information more quickly, focus on the important things, and just have a little more color in their day. Check out Michael's blog and bring some extra joy to your colleagues.

5. The Trailblazer Tribune - June 7, 2024
   Daniela Galmes (Salesforce)

   The latest Trailblazer Tribune gives you fast access to all the Summer '24 resources, shows you how to prevent 3 common misconfiguration mistakes, and encourages you to take the Trailblazer Community Experience Survey. Check it out!

6. NPC - Gift Transaction Designation - Do Not Require Percent
   Aiden Martin (Cloud for Good)

   The NPC Gift Transaction Designation object requires both an Amount and Percent for each record, causing issues with automation and data loads when slight rounding errors occur. Here's an idea to remove the Percent requirement to prevent flow failures when the sum of Percent values exceeds 100%.

Great Events

1. 5 Data Governance Essentials for AI Trust - June 11
   Daniela Galmes (Salesforce)

   Explore the crucial role of data governance in ensuring trust and compliance for AI operations. This webinar will show you how to build a robust data governance framework, manage risks, and maintain transparency, fostering trust in your AI-driven ecosystem.

2. Nonprofit Ask Me Anything (AMA) Sessions - June 19
   Lizzy Roberts (Salesforce.org)

   Mark your calendars for the upcoming Nonprofit Ask Me Anything (AMA) sessions on Wednesday, June 19th, 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!

3. Reboot the Earth - Register by June 21
   Cori O'Brien (Salesforce)

   Did you miss the Reboot the Earth event in May? Worry not! You can still get involved! Salesforce and the United Nations have launched Reboot the Earth, a series of global hackathons focused on creating digital public goods to combat the climate crisis. Participants, especially youth aged 18-35, can join from home to tackle challenges in regenerative farming and water conservation, with winning teams receiving funding, coaching, and the chance to pitch their solutions in New York City.

Great Ideas for Nonprofits Using Salesforce