Soapbox Engage Blog

Happy Monday, PUB Crawlers!

Get ready to explore the latest ideas, blogs, and updates from the Trailblazer Community, including a fresh take on Salesforce reports and a rock-solid Data Cloud strategy! And I hope you’ll join us for NPSP Day New York on November 7 and NPSP Day Washington DC on November 21 for some collaborative learning and networking face-to-face!

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Great Posts from the Salesforce Power of Us Hub

1. 8 New Nonprofit Cloud Expert Coaching Sessions
   Daniela Galmes (Salesforce)

   Expert Coaching Sessions are designed to provide users with the expertise and guidance needed to fully leverage Salesforce solutions. Check out these 8 new Nonprofit Cloud sessions ranging from Essential Admin Skills, to Fundraising, to Reports & Dashboards, and more!

2. Update: NPSP Trial Links on the Website
   Lizzy Roberts (Salesforce.org)

   During the migration of Salesforce web content from the .org to .com website, some links were inadvertently lost. This has been resolved— here's where to find trial information for the Nonprofit Success Pack (NPSP).

3. Blog: Free Like a Beer - Salesforce Reports
   Michael Kolodner (Kolodner.com LLC)

   As Michael Kolodner points out, reports and dashboards in Salesforce are so built-in that we barely even think about them as "features." But they allow users to easily extract insights from their data with customizable dashboards and automated alerts. Check out Michael's post in honor of built-in analytics.

4. 5 Steps to a Rock-Solid Data Cloud Strategy
   Tiffany Hamilton (Salesforce)

   In her blog, Vandana Nayak outlines five steps for building a strong Data Cloud strategy: set measurable goals, develop innovative use cases, prioritize impactful projects, evaluate the necessary data, and track progress to ensure goals are met. Head here to learn more about this focused approach!

5. Optimize Your User Notifications with Flow Builder
   Jennifer Lee (Salesforce)

   In this month’s Automate This! episode, experts Becka Dente and Michael Barnes share how they use Salesforce Flow for automation— managing Marketing to Sales SLAs using custom metadata and Slack, and creating dynamic record lookups for email alerts without hardcoding. Tune in!

Great Events

1. NPSP Day NYC - November 7
   Katie Ciszek (Soapbox Engage)

   We're so back! Save the date for the next NPSP Day NYC! NPSP Days are a chance to come together for a full day of collaboration to benefit the Nonprofit and Education sectors' use of the Salesforce Nonprofit Success Pack. Register today!

2. NPSP Day DC 2024 - November 21
   Katie Ciszek (Soapbox Engage)

   We're not just just bringing NPSP Day back to NYC this November— we'll see you in DC as well! These events have happened across the globe and have yielded some incredible solutions, workarounds, and ideas. Learn more and register here.

Great Ideas for Nonprofits Using Salesforce

1. Add Standard Actions to the Action Launcher
   Cooper Westbrook (RSM)

   In the new Nonprofit Cloud for Fundraising, actions like "Generate Document" and "Log Into Experience" are only accessible through the Highlights Panel and cannot be added to the Action Launcher. Here's an idea to have a single, streamlined space for all actions. Don't forget to vote!

2. Enhanced User List View Limitations
   Tom Bassett (Vera Solutions)

   In the Winter '25 release, enabling Enhanced User List View upgrades the UI to Lightning Experience but removes key buttons like Reset Password(s) and Add Multiple Users. While the New User button is still available, password resets and adding multiple users require workarounds, such as URL hacks, and inline field editing is no longer possible. This Trailblazer is asking for these drawbacks to be listed in relevant Salesforce Help Articles.