Soapbox Engage Blog

Happy Monday, Trailblazers!

I had a great time presenting “Salesforce’s Nonprofit Cloud: A Feature Odyssey” at Midwest Dreamin’ last week! For folks planning on attending Tahoe Dreamin’ this week, what sessions are you most looking forward to? I’m also curious who I’ll be seeing at Dreamforce this September? Drop me a note!

Keep scrolling for some excellent Trailblazer content!

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Great Posts from the Salesforce Power of Us Hub

1. What to Expect from Winter '25
   Tom Bassett (Vera Solutions)

   Would you believe it if I told you it's time to start thinking about the Winter '25 Release? Don't panic. This guide from Tom Bassett hones in on the upcoming release updates that need to be enabled before the Winter ‘25 release so you can be prepared in plenty of time. And you have until September to make sure you are prepared for these updates!

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

   Rakesh is spoiling us this week even more than usual! Here are seven incredible articles to check out to improve your use of Salesforce:

   • How to Pass Salesforce Strategy Designer Certification Exam
   • How to Pass Salesforce Field Service Consultant Certification Exam
   • How to Pass Salesforce Certified AI Associate Certification Exam
   • How to Pass Salesforce Service Cloud Consultant Certification Exam
   • Send Email as a Quick Action Using Lightning Web Component
   • Work With Aggregate Functions in Salesforce Flow
   • Remove Duplicates from Record Collection Variables in a Flow

3. The Official Salesforce AI Learning Path is Here
   Daniela Galmes (Salesforce)

   Trailhead is here with a new path to drive productivity with Einstein AI products. Get hands-on with the Einstein Trust Layer, Prompt Builder, Einstein Copilot, and Model Builder, and prepare for Salesforce's newest AI certification.

4. Resources from July 17 Ask Me Anything Session
   Lizzy Roberts (Salesforce.org)

   Here are some of the resources shared as part of the live July AMER Ask Me Anything Session. Learn some best practices around related lists, permission sets in NPC, duplicate records in NPSP, and more.

5. Best Practices for Contact Data Privacy Requests
   Kai Williams (-)

   This organization is seeking a comprehensive data privacy and communication data collection scheme, especially in light of their new website data consent plugin that includes a Global Opt-Out option for data sale and advertising purposes. They're considering adding a checkbox near existing email opt-out and do-not-contact fields, but are open to better models and best practices. Share your best practices here!

6. Flow to Create Tasks Due X Days Before a Deliverable
   Amy Tarleton (Indivisible Project)

   This Trailblazer is trying to set up automated tasks for specific users based on a deliverable's due date, such as drafting a report 60 days before, legal review 45 days before, and supervisor review 30 days before a due date. They're struggling with the flow setup and seeking guidance. Share your wisdom here!

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 this Wednesday!

2. Dreamforce 2024 - Sept 17-19
   Lizzy Roberts (Salesforce.org)

   Dreamforce will take place Sept 17-19 in San Francisco and there's still time to register and get that nonprofit discount! If the largest and most trusted AI event in the world isn't enough of a selling point for you, you should know that the Rocket Man himself, Elton John, will be taking the Dreamforce stage!

Great Ideas for Nonprofits Using Salesforce

1. Pick Document Checklist Items When Creating Action Plan
   Alex Jones (Provisio Partners)

   This Trailblazer is proposing that it would be beneficial for users to select which Document Checklist Items to apply to an Action Plan directly within the wizard, similar to the Care Plan wizard's selection of Benefits and Goal Definitions. The current workaround involves creating the Action Plan and manually deleting non-applicable items, but this requires delete access which is not feasible for all users. This affects all users and orgs that utilize the Action Plans and Action Plan Templates.