Blog Archives

Who Can you Invite to the Table?

  This week, there’s been an amazing conversation in the Power of Us Hub, started by an ally and friend Michael Kolodner. He asked the important question: how can we ensure there is more diversity at important community events, like

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Posted in Leadership, Organizational Management, Staff

3 Steps to Enable New Report Builder in Salesforce Lightning

Updated! Spring ’18 delivered an amazing new user experience for building and filtering on reports and dashboards in Salesforce. Are you already using Lighting, but still seeing the same old way of doing things? Here’s what you need to do:

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Posted in Administration, Implementation Success

An Admin’s Guide to the (new!) Salesforce Files

Spring ’18 will hit Salesforce orgs this week. There’s a bunch of goodness in there (oh my, the reports and dashboards make me swoon..) and there’s one very important change. Salesforce Notes and Attachments are going away. Here’s the what

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Posted in Implementation Success

Three practices for Zen Project Management

It’s the beginning of the year, and things feel busy already. There’s new projects to be done – energy within our organizations to harness. Ideas to explore. But how can we keep the energy (and projects) flowing without drowning in

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Posted in Implementation Success, Planning, Staff

5 Steps to a Salesforce Career Transition

We’re wrapping up another year and it’s time to look forward. I’ve celebrated with friends who have made #Trailhead Ranger just in time for the end of the year, and friends who are setting goals to accomplish new learnings on

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Posted in Leadership, Staff

Dreamforce ’17: Admin Roundup

Wow, what a great week in San Francisco. So much learning and connection. Here’s a roundup of curated content for Admins – divided into three sections a) keynotes to hear what’s next b) talks to be inspired and challenged and

Posted in Implementation Success

BrightStep Partners @ Dreamforce ’17

We’re excited to connect, learn and present at this year’s Dreamforce. This year we’re going to share our learnings on all things people related – how to manage moving and motivating groups of people, and how to assess your own

Posted in Implementation Success
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