Visualize it All: Salesforce Lightning for Nonprofits

Salesforce has been a solid tool for 20K+ nonprofits for many years, but over the past two years it has gone through a makeover. The core platform (the software built for enterprise and small businesses) has released a new interface

Posted in Implementation Success, Lighting

4 Must-Dos for Volunteer Salesforce Implementations

  Ten years ago, I was on the board of a local nonprofit that I still support. I gave both time and money, but it was the time that meant the most to the small, dedicated team who needed extra

Posted in Best Practice, Implementation Success, Volunteers

Prep for your MailChimp Integration w/ Salesforce

Integrating MailChimp with Salesforce can be as easy as a download from the AppExchange and a click of a [few] buttons. However, if you have been using MailChimp [MC] as your main email database for some time, [and may or

Posted in Implementation Success

Security for Nonprofit Activists

 I’m from the Midwest, and there we expect that most people – like all Minnesotans – are nice. Truth be told, I’d rather not think about people who want to do me or my trusted allies, friends and activists harm. Yet

Posted in Implementation Success

Three Free Campaign Apps to Kickstart Your Marketing Lists

Can’t afford a fancy marketing automation email app yet? Are your lists stale? Do you want to take your lists to the next level? Several years ago, I found these three, completely free apps on the Salesforce appexchange, and they made such an immediate impact on my org’s capability to create postal and email lists.

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Posted in Implementation Success

Dreamforce 2016: where to find BrightStep

The team at BrightStep Partners is excited to be presenting and facilitating conversations among awesome admins everywhere this Dreamforce ’16. Here’s where you can find us presenting and speaking at the conference: Tuesday, 10/4: 11:00 – 11:40 am Community Meetup

Posted in Implementation Success

Salesforce Knowledge: Knowledge is Power

Google drive, Dropbox, box, computer storage wait… where is that document? For anyone that has ever spent more time looking for a document than it would actually take to read it, we recently came across a Salesforce tool that can

Posted in Community, Implementation Success
Website Update

Friends, our main website has been hacked in recent days, putting us in similar company to many of our activist colleagues. We're redirecting all our traffic to our blog site while we take the time to unpick and undo this attack.

Want to talk to us about a new project?

Email info@brightsteppartners.com or call 415-841-3592.

Follow BrightStep Partners on WordPress.com
Check Out Cloud TnT: A Podcast for Nonprofits Using Salesforce

Cloud TnT