Soapbox Engage Blog

Happy Monday, PUB Crawlers!

Can you believe that TrailblazerDX is happening next week? Let me know if you’re planning to attend and I’ll be sure to say hi! As a reminder, there’s a Nonprofit Trailblazer Community meetup happening at TDX on Thursday, March 6 at 12:35 PM PST. You can find more information and reserve your spot here.

Keep scrolling for some great resources and conversations shared in the Trailblazer Community. I hope you all have a great week!

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Great Posts from the Salesforce Power of Us Hub

1. 9 Ways to Use Dynamic Forms in Salesforce
   Andy Engin Utkan (BRDPro Consulting)

   Dynamic Forms in Salesforce can transform how you build user-friendly and adaptive page layouts, enhancing the overall user experience by displaying the right data when it’s most needed. This article explores how dynamic forms can help improve interactions and advance data management across your Salesforce environment. Check it out!

2. Be More Senior Project Manager
   Tom Bassett (Vera Solutions)

   In this episode of the Be More Podcast, Tom Bassett interviews Nicole Pomponio, a Senior Project Manager at SaltClick, to explore communication, leadership, and the realities of project management in the Salesforce world. Don’t miss it!

3. Resources From February AMER AMA Session
   Natalie Larino (Salesforce)

   Check out some of the resources shared as part of last week's live AMER Ask Me Anything Session. Topics covered include best practices for data hygiene, using metadata to track Accounts, NPC compatibility with Experience Cloud, and more!

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

   Experience Cloud seems to be quite topical at the moment! Check out these awesome articles from Rakesh Gupta to learn something new this week:

   • Step-by-Step Guide to Creating a Custom Robots.txt for Experience Cloud Sites
   • Step-by-Step Guide to Generate a Sitemap in Salesforce Experience Cloud
   • Send Email as a Quick Action Using Lightning Web Component
   • Step-by-Step Guide to Write SEO-Friendly Titles & Descriptions for Experience Cloud Pages
   • Send Email with Dynamic Attachments Using Salesforce Flow

5. Blog: What I've Learned About Platform Events
   Michael Kolodner (Kolodner.com LLC)

   Platform Events connect business processes in Salesforce and external apps through the exchange of real-time event data. They are a great tool to add to the admin's toolkit, but they can take a moment to wrap your head around. Luckily, Michael Kolodner breaks them down for us in his latest article!

6. Update Data Cloud Permission Sets
   Bhavin Patel (Salesforce)

   Here's an important update for any orgs that haven't adopted the new enhanced security data spaces! To maintain access to data-space aware Data Cloud features, your org must enable enhanced security data spaces and assign the new standard permission sets to your users by March 31, 2025. Learn more here.

Great Events

1. Webinar: Spring '25 Marketing Release Highlights for Nonprofits - Mar 5
   Lizzy Roberts (Salesforce.org)

   Join this webinar on March 5 to dive into some of the highlights of the Spring '25 release for Salesforce Marketing products. This session will take a look at the latest features and innovations to elevate your marketing strategies and drive better constituent and donor engagement.

2. Agentforce World Tour DC & Community Sprint - Mar 17-18
   Lizzy Roberts (Salesforce.org)

   Join the Nonprofit Community at Agentforce World Tour DC with a Community Sprint, breakfast, and pre-event reception on March 17-18! This Sprint is a hands-on opportunity to collaborate on Salesforce solutions that support nonprofits and schools while networking with fellow admins, developers, and partners. Registration is open—don’t miss this chance to connect, innovate, and have fun!

Great Ideas for Nonprofits Using Salesforce

1. NPC - Allow $0 Gift Transactions
   Aiden Martin (Cloud for Good)

   Here's an idea to enable Gift Transactions with a $0.00 Original Amount for Nonprofit Cloud. $0 Gift Transactions could be used to record in-kind gifts and provide organizations flexibility on how they use Gift Transactions to record other non revenue inputs. Vote if you agree!