Soapbox Engage Blog

Happy Monday, PUB Crawlers!

I hope your week is off to a great start! I’m gearing up to bring NPSP Day back to New York NEXT Thursday, and I couldn’t be more thrilled. There’s still time to reserve a ticket— if you’re in the area, I’d love to see you there!

Keep scrolling for the latest goodness from the Trailblazer community!

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Great Posts from the Salesforce Power of Us Hub

1. “Agentforce Thursdays” - New Webinar Series!
   Lizzy Roberts (Salesforce.org)

   This new webinar series is all about Agentforce and what AI was meant to be for the Public Sector, Education, and Nonprofit communities. Register to see a live demonstration of how agents work and learn how you can build and customize autonomous AI agents for your specific oranizational needs.

2. Managing Memberships in Salesforce
   Clare Durst (Midcoast Senior College)

   Do you work for a member-based nonprofit? This trailblazer is looking for tips and best practices when it comes to tracking membership status and member payments in Salesforce. Head to this thread to share your ideas!

3. Notify Recipients Based on Opportunity Stage Updates
   Bhavin Patel (Salesforce)

   This write-up from Manoj Nambirajan will show you how to dynamically notify different recipients within Opportunity Team Member based on critical Opportunity stage updates. These notifications can have role-specific triggers for different team members. Check it out!

4. Handling Partially Won Opportunities
   Samuel Rich (-)

   This Trailblazer is looking for best practices when it comes to tracking partially won Opportunities in Salesforce— i.e. some payments are made, but others are written off. What works for you? Share here!

Great Events

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

   NPSP Day New York is just over one week away! But there's still time to register! 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.

2. Chicago Community Sprint - Nov 13-14
   Lizzy Roberts (Salesforce.org)

   Spots are filling up fast for the last community sprint of the year! Join Lizzy Roberts and Cori O'Brien in Chicago to connect with the Salesforce community and build solutions that support nonprofits & schools using Salesforce.

3. NPSP Day Washington DC - November 21
   Katie Ciszek (Soapbox Engage)

   We're not just just bringing NPSP Day back to NYC next month— 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.

4. 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. Allow Custom Labels for Fields on Dynamic Lightning Pages
   null (null)

   Here's an idea for an enhancement to Dynamic Lightning Pages that would allow users to display custom text instead of a standard field label in a field section. Be sure to read the full idea here and then upvote if you'd like to see it implemented!