Soapbox Engage Blog

Happy Monday, Trailblazers!

It’s hard to believe that September is almost upon us. Which also means that it’s almost time for Dreamforce! Let me know if you’re planning to attend, and I’ll be sure to find some time to say hello! In the meantime, enjoy more goodness from the Trailblazer community!

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Great Posts from the Salesforce Power of Us Hub

1. Blog: Cooler Than Validation Rules
   Michael Kolodner (Kolodner.com LLC)

   In this article, Michael Kolodner points out that while validation rules in Salesforce are powerful, they can be limiting for complex data management tasks. Alternatives, such Flow and Apsona, can offer more flexibility and efficiency in bulk data operations and historical data imports. Check out the post to learn more!

2. Resources from August 21 AMA Session
   Lizzy Roberts (Salesforce.org)

   Check out some of the resources shared as part of last week's live AMER Ask Me Anything Session. Topics covered include inventory management systems, Benefit Sessions in NPC, and household/accounts hard and soft credits.

3. Leverage Prompt Builder and Flow Builder to Automate Data Creation
   Jennifer Lee (Salesforce)

   In the latest episode of Automate This!, learn how Erick Mahle leverages Prompt Builder and Flow Builder to streamline processes, enhance productivity, and deliver personalized experiences through generative AI.

4. Choosing the Correct Document Generation Tool
   Tom Bassett (Vera Solutions)

   What does it take to choose the correct Document Generation tool that can adapt to your changing business process? Check out the latest episode of Be More featuring Luke White.

Great Events

1. Dreamforce Nonprofit & Education Networking Breakfast - Sep 17
   Lizzy Roberts (Salesforce.org)

   If you are attending Dreamforce this year, consider joining the special Nonprofit & Education Networking Breakfast on Tuesday, September 17th from 8:00 - 9:30 a.m. in the W Hotel. This will be your chance to fuel up, network, and get ready for a fantastic conference. More details about the event here!

2. Tech for Good: Salesforce & Advanced Communities Nonprofit Lunch - Sep 18
   Anna Babur (Advanced Communities)

   Join Advanced Communities for an exclusive in-person event in San Francisco — a rooftop luncheon designed for nonprofits. The event will feature leaders from Advanced Communities, Rebeka Hunter (VP of Global Strategic Alliances) and Sue Ellen Mang (US Sales Director). They will be joined by special panel co-host, Nicole Adair (Principal Nonprofit Solution Engineer at Salesforce). Space is limited, so be sure to register today!

3. Commons Affordable Housing Sprint - Oct 7-8
   Lizzy Roberts (Salesforce.org)

   Save the date for the next Commons Affordable Housing Sprint, happening the 7th & 8th of October in Newcastle upon Tyne, UK! While a typical Community Sprint sparks ideas across all facets of Salesforce in the service of Nonprofits and Schools, the Commons Affordable Housing Sprint will uniquely focus on one vital sub-sector, Affordable Housing. More details at this post.

Great Ideas for Nonprofits Using Salesforce

1. Allow Disabling of NPC Program Management Validations
   Brad Struss (null)

   This Trailblazer points out that when importing Benefit Assignments linked to inactive Program Enrollments, an error occurs because only active enrollments are allowed. Turning off this validation is essential for importing historical data into Nonprofit Cloud. Vote if you agree!