Soapbox Engage Blog

Happy Monday, Trailblazers! And welcome to May!

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Scroll on down for the latest ideas, solutions, questions, and events from the Trailblazer Community.

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Great Posts from the Salesforce Power of Us Hub

1. Blog: Top 12 Salesforce Summer '24 Flow Features
   Andy Engin Utkan (BRDPro Consulting)

   In this blog post, Andy Engin Utkan highlights 12 top features of Salesforce Summer '24 Flow, including the Automation Lightning App for efficient flow management, Einstein's AI-assisted flow creation, and new functionalities like the Repeater component for collecting user input and the Transform element for data manipulation. The post also covers improvements in debugging, record creation, UI enhancements, and resource selection within Flow Builder. Thanks for putting this awesome overview together, Andy!

2. SLDS Architecture Update FAQs
   Bhavin Patel (Salesforce)

   In the Summer ‘24 Release, Salesforce is adjusting the internal structures of Lightning components and SLDS styles to accommodate forthcoming UI updates, which won't be noticeable to most users. However, customers who have applied unsupported CSS overrides for customizing Experience Cloud sites or Lightning pages may encounter unintended visual changes due to ongoing architectural updates. Learn more here!

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

   Here's your weekly dose of Salesforce goodness from Rakesh Gupta. Thanks for keeping the knowledge flowing, Rakesh!

   • Salesforce Summer’24 Release Quick Summary
   • Salesforce Flow Naming Conventions
   • Notify Opportunity Owner when a Survey Response is Received
   • Email Notification for Draft Emails in Case Feed
   • Mass Delete Paused and Failed Flow Interviews

4. Finding Date Donor Hit Specific Giving Amount (NPSP)
   Joanna Bayer (Atlanta Humane Society)

   This Trailblazer is looking for a way to find the date a donor hit a specific giving amount for the year. Specifically, they want to know when a donor reached a cumulative giving amount of at least $1,000 within a calendar year for the past few years. Share your ideas and best practices here!

5. Multi-Year Partnerships Opportunities
   Sharm Das (Mental Health UK)

   More knowledge sharing requested! This Trailblazer's team needs to track a multi-year corporate partnership's total donations, with varying amounts each year during the prospecting stage. They have considered using Products but are looking for a simpler method. Add your suggestions if you have encountered similar scenarios!

6. Using Salesforce to Track Travel and Expenses
   Kim Reff (The AZEK Company)

   Another great best practices question! This user wants to connect with other Trailblazers who have experience integrating T&E (travel and expenses) tracking into Salesforce. They're looking to use this data for budgeting, expenditure tracking, and reporting. Share your experience with Salesforce for T&E, particularly regarding functionality, integration process, and implementation timeline.

Great Events

1. Education Summit 2024 - May 13-15
   Lizzy Roberts (Salesforce.org)

   Education Summit is just around the corner! It will be taking place in San Diego from May 13-15. Hear from global education leaders in 90+ sessions and get hands-on experience to see how AI can help you personalize learner relationships, deliver insights and productivity, and drive impact.

2. Automate This! Explore Summer '24 Screen Flow Enhancements - May 30
   Jennifer Lee (Salesforce)

   Mark your calendars now for this upcoming episode of Automate This!, where admin Jennifer Lee will be joined by product managers Sam Reynard and Adam White to give a deep dive into new and exciting screen flow enhancements in Summer '24. There will be demos!

Great Ideas for Nonprofits Using Salesforce

1. Formal/Informal Greetings in NPC
   Chris Miller (Salesforce Architect)

   Several important NPSP features like Formal Greeting and Informal Greeting are unavailable in NPC, posing significant challenges for person accounts, especially concerning document generation for tasks like gift acknowledgements and receipts. This absence is particularly impactful for mailing operations, though alternatives like formulas and triggers, while imperfect, do exist. Vote for this idea if you want to see formal/informal greetings in NPC!