Soapbox Engage Blog

Happy Monday, PUB Crawlers!

Summer is in full swing, and so is the Trailblazer calendar and community feed—whether you're looking to sharpen your KPI reporting, explore Data Cloud hands-on, or connect with the community at Boston World Tour, there's many ways to join the conversations happening. Dive in!

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Great Posts from the Salesforce Power of Us Hub

1. Best Practices - KPI reporting from Salesforce
   Nishani Karunaratne (CBM UK)

   This Trailblazer is seeking best practices for reporting on KPIs, particularly how to track both targets and actuals within Salesforce without using advanced tools like Data Cloud or Tableau. Currently, they use Salesforce dashboards for actuals and Excel to compare them against targets for KPIs like new regular givers, but they're looking to explore more efficient solutions. Share your tips here!

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

   Get ready to learn something new this week with these helpful how-to articles:

   • Salesforce Summer’25 Release Quick Summary
   • Easier and More Scalable Salesforce Integration with Declarative Webhooks
   • Set Your Productivity on Steroids by Creating Subflows
   • Check User Permissions for Logged-In User in Lightning Web Component
   • Add Lightning Web Components in Mobile and Lightning Experience as Tabs

3. Take the Salesforce Developer Edition Quest
   Danielle Kerendian (Salesforce)

   The Salesforce Developer Edition offers a full-featured environment—complete with Agentforce and Data Cloud—that won’t expire with use. With this new Quest, you’ll get hands-on experience building AI agents using Agentforce, unifying your data with Data Cloud, and have a chance to win a prize. Learn more here!

4. AMER and EMEA Ask Me Anything Sessions - June 18
   Lizzy Roberts (Salesforce.org)

   The next Nonprofit AMA sessions will be taking place this Wednesday for both US and UK 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!

Great Events

1. Free Data Cloud Workshop - June 24
   Carolyn Hanuschek (Salesforce)

   Whether you're new to Data Cloud or looking to expand your expertise, this hands-on session will help you learn how to configure data streams, resolve customer identities, build real-time unified profiles, and deliver personalized engagement across the Salesforce Platform. You'll gain practical experience with each of these key capabilities to elevate your data-driven strategies.

2. Boston World Tour - June 25
   Lizzy Roberts (Salesforce.org)

   Heading to Boston World Tour? Join the Salesforce nonprofit community on Wednesday, June 25, from 8 am to noon at The Nonprofit Center in Boston for an energizing morning of connection, innovation, and impact. Explore emerging technologies, learn from experts, and hear real-world success stories. Head to this post for details!

3. Canadian Community Sprint - September 10-11
   Lizzy Roberts (Salesforce.org)

   Registration is now open for the first-ever Canadian Community Sprint, happening in Vancouver on September 10–11! Join nonprofit, education, and impact sector Trailblazers for two hands-on days of collaboration, innovation, and fun as you co-create Salesforce solutions and connect with the community. Whether you're technical or not, there’s a meaningful way for everyone to contribute.

Great Ideas for Nonprofits Using Salesforce

1. NPC: Show Number of Sessions to Be Created in New Schedule Preview
   Judi Sohn (Elevation Solutions)

   When creating a New Schedule from a Benefit record in Nonprofit Cloud, users are presented with a preview of the sessions that will be created based on their entered parameters. However, this preview only displays the first five sessions, even when the schedule will result in dozens of sessions being created. Here's an idea to add an expected total session count to the "Preview Benefit Sessions" screen.