Soapbox Engage Blog

Happy Monday, PUB Crawlers!

I’m writing to you from Washington, DC— my old stomping grounds! I’m back here on the east coast for the Soapbox Engage quarterly connect, our chance to get the full team together in person to strategize and plan for the future. We’re excited to dream up new ways to continue to provide the very best for the Salesforce nonprofit community!

Speaking of! Here’s what’s cooking in the Trailblazer community!

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Great Posts from the Salesforce Power of Us Hub

1. The Winter‘25 Release is Here!
   Lori Freeman (Salesforce)

   Check out the new Nonprofit Cloud resources and offerings of Winter '24 that are generally available as of last week. Highlights include generative AI, Tableau Einstein for Fundraising, marketing enhancements, grantmaking enhancements, and more!

2. Thing I Learned: Enabling Files Upload in Mobile
   Michael Kolodner (Kolodner.com LLC)

   In this blog post, Michael Kolodner walks through how to upload files to records in the Salesforce mobile app, and explains how this functionality works differently from what you might have expected.

3. The New Sales Cloud Setup Experience is Available
   Daniela Galmes (Salesforce)

   Sales Cloud Go is the new centralized hub for discovering new and unused Sales Cloud features, with the ability to easily learn and enable them. Dive into the details of the new Setup experience in this blog post and check out Sales Cloud Go today!

4. Resources from October 16 AMA Session
   Emma Keeling (Hazledene Solutions Limited)

   Check out some of the resources shared as part of last week's live EMEA Ask Me Anything Session. Topics covered include Campaign Member statuses, third party app integrations, and anonymization of Contact Data.

5. Key Nonprofit Highlights from Dreamforce 2024
   Lizzy Roberts (Salesforce.org)

   Did you miss Dreamforce? Join Susan and Andrea (both of whom took the Nonprofit Keynote stage at Dreamforce!) as they highlight key announcements, innovations, and moments from the largest AI event.

Great Events

1. NPSP Day New York - 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 Washington DC - 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.

3. NPSP Day Philadelphia - December 5
   Katie Ciszek (Soapbox Engage)

   The final stop on the NPSP Day 2024 tour will be Philly! Don't miss this unique opportunity to get hands-on training with the Nonprofit Success Pack, connect with fellow nonprofit professionals, and exchange insights to elevate your use of Salesforce. See you there!

Great Ideas for Nonprofits Using Salesforce

1. Lookup Filters on NPC Gift Objects
   Aiden Martin (Cloud for Good)

   Here's an idea to add lookup filters for NPC objects such as Gift Commitment and Gift Transaction. The ability to apply lookup filters would allow admins to limit which records users are able to select— for instance, Paid vs. Unpaid Gift Transactions.