Soapbox Engage Blog

Happy Monday, PUB Crawlers!

The summer seems to be flying by! Can you believe tomorrow is July? So much for it being the slow season!

I’m excited to share this week’s newsletter with you. We’ve got a recap of the recent NPSP Day in New York, which brought together a fantastic and energetic group of nonprofit professionals to strategize around fundraising tools and strategies with Salesforce. There’s also some great conversations, questions, and opportunities to meet up with other Trailblazers either virtually or in person.

Enjoy!

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Great Posts from the Salesforce Power of Us Hub

1. NPSP Fundraising Day (New York) Recap!
   Katie Ciszek (Soapbox Engage)

   Another NPSP Day recap hot off the press! Earlier this month, NPSP Day returned to New York City for a dynamic day focused on the future of nonprofit fundraising.

   This special edition of NPSP Day brought together over 75 nonprofit professionals, Salesforce users, and fundraising experts to connect in person and explore how Salesforce and AI can help future-proof fundraising strategies. Check out this recap for some key takeaways!

2. Salesforce.org Community Weekly Roundup
   Lizzy Roberts (Salesforce.org)

   Have you taken a look at the latest Salesforce.org community update? It includes a reminder that June 30 (TODAY) is the last day to register for a Salesforce exam before changes roll out in July, plus an invitation to host a networking session at Dreamforce 2025 (submissions due July 2). Head here for more highlights, like the launch of Volunteer Management in Nonprofit Cloud and a full calendar of summer webinars!

3. Donations Report - Two Gifts in Different Time Periods
   Jessica Larson (Whidbey Camano Land Trust)

   This Trailblazer is looking for a way to create a report that identifies Contacts who gave once between July–September and again during the year-end period (November–December), in order to add them to a specific campaign. While a joined report can display both gift periods, manually cross-referencing results is time-consuming, and other filtering attempts still include outliers. Do you have any ideas or best practices to share? Add them to the comments!

4. AMER and EMEA Ask Me Anything Sessions - July 16
   Natalie Larino (Salesforce)

   The next Nonprofit AMA sessions will be taking place on Wednesday, July 16 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! See the comments on this post for links to register.

Great Events

1. Virtual Commons Community Sprint – July 30–31
   Lizzy Roberts (Salesforce.org)

   If you’ve been waiting for a chance to Sprint without traveling, here's your chance! Join fellow Trailblazers online for two days of building, collaborating, and connecting with others across the Salesforce nonprofit, education, and impact community. Registration details in this post!

2. NPSP Day Minneapolis - September 11
   Katie Ciszek (Soapbox Engage)

   After Chicago, Seattle, and Fundraising Day in New York, NPSP Day is taking a few months off. But then we will be returning in September— this time to Minneapolis! Mark your calendars now for this day of unconference connection, exploration, and strategizing around the NPSP, NPC, and all things Salesforce for nonprofits! Hope to see you there!

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: Add Person Account Relationship Field on Benefit Schedule Assignment
   Judi Sohn (Elevation Solutions)

   In NPC, when a Participant is added to a Benefit Schedule, a Benefit Schedule Assignment is created, but it lacks a direct link to the Person Account (Enrollee), making it difficult to view scheduled sessions from the Account page. Workarounds exist, but a built-in relationship would be more efficient and reduce the need for custom automation. Vote if you agree!