Soapbox Engage Blog

Happy Monday, Trailblazers! And welcome to July!

Have you explored the Soapbox Engage blog lately? We have been adding more Salesforce and #nptech content lately, covering exciting topics like Salesforce Marketing Cloud, Nonprofit Cloud, and Einstein GPT. And we’re always open to topic suggestions. What are you interested in learning more about?

Scroll on down for the latest solutions, ideas, and questions from the Trailblazer community!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

Great Posts from the Salesforce Power of Us Hub

1. Using an Experience Cloud Portal to Manage Rapid Re-Housing Events
   Brad Struss (Bigger Boat Consulting)

   Learn how the organization All Chicago used an Experience Cloud portal to manage rapid re-housing events. This is a wonderful and inspiring example of how this tool can improve processing, coordination, and efficiency while assisting individuals in need. They shared this technology-driven approach at the New York Salesforce Nonprofit User Group!

2. Apsona: The Golden App for Bulk Data Operations
   Michael Kolodner (Kolodner.com LLC)

   In this article, Michael Kolodner takes a look at Apsona, an application that enhances Salesforce operations. He highlights some key features and benefits of Apsona, such as its user-friendly interface, robust data management capabilities, and powerful reporting tools. Whether it's data cleansing, mass updates, or creating customized reports, Apsona proves to be an invaluable tool for maximizing efficiency and productivity within Salesforce!

3. Managing “Real World” Character Limits in Salesforce
   Hayley Tuller (Navigators)

   Wondering how to honor character limits without compromising important information? Hayley Tuller shares some clever workarounds using Flow and Formulas! It's all about striking a balance between conciseness and data integrity!

4. New Trailblazer Group: AI for Nonprofits
   Lizzy Roberts (Salesforce)

   Are you using AI? What excites you? What worries you? What resources do you have? Over the past several months, the Trailblazer Community has seen an increase in discussions and resource sharing around AI in the Nonprofit space— and now there is a group for these conversations! Head to this post to join the group!

5. Separating Donations and Memberships in NPSP
   Emma Max (Emma Max)

   The organization currently uses Salesforce for registering volunteers and memberships, with a separate payment for memberships. They now plan to integrate donations and recurring donations into Salesforce but want to handle them separately from memberships. Head to this post to share your solutions and best practices!

Great Events

1. 2023 Bridge Conference - August 2-4
   Katie Ciszek (Soapbox Engage)

   Excitement is building for the in-person Bridge Conference, a multi-day nonprofit event dedicated to integrated marketing and fundraising with 90+ breakout sessions covering 15 relevant topics! Solutions providers interested in exhibiting can use the code in this post for a $100 registration discount. Time to ignite more positive change!

2. GPT Dreamin' - August 7-11
   Ian Gotts (Elements.cloud)

   Have you wondered about all the ways GPT can benefit the Salesforce ecosystem? This free 5-day virtual event is packed with sessions like Introducing Salesforce GPT, Building Native Salesforce GPT apps, Transforming Org Management with GPT, Careers and Skills: Ride the Wave of GPT Without Drowning, and so much more!

3. Snapshot of What’s Coming Soon
   Lizzy Roberts (Salesforce)

   It's a new month! Looking to add some Salesforce events to your calendar? Head to this post for details on upcoming events like Ask A Nonprofit/Education Expert, Higher Ed Office Hours, and in-person community conferences.

Great Ideas for Nonprofits Using Salesforce

1. Ability to Set Appointment Duration by Availability
   Nick Weiss (DePaul University)

   Idea alert! Advisors often want to have their availability set to different durations depending on the time of the year, regardless of the topic. Adding additional topics as a workaround can confuse students because the topic/subtopic needs to be selected before availability displays. The ability to set appointment duration by availability could be the right fix!