Blog Archives

Planning for Salesforce Administrator Transitions

In the four years since starting BrightStep, nearly 100% of my clients have turned over their Salesforce administrator. Some of them twice. In fact, two of the project leads at two different clients gave notice in the past two months

Posted in Administration, Change Management, Implementation Success, Leadership, Planning, Staff

The Art of Making Mistakes

  Earlier this week I deleted an old managed package out of a client’s instance. I was pretty sure that we had migrated all the data needed, months before, into the new data structure but I had that niggly feeling

Posted in Administration, Best Practice, Leadership, women in tech

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

Tracking Organizational Contacts: Nonprofits + Salesforce

Over the years, great minds have come together to form a solution around tracking individuals and their households for nonprofits using Salesforce. Households are represented as Salesforce Accounts and Individuals as Contacts within those Accounts. Already lost? Read more about

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Posted in Administration, Implementation Success

From Admin to Consultant

By TJ Warfield and Theresa Hall Since our Dreamforce Cascade session last year, we have had several inquiries and requests about resources from making the transition from Salesforce Administrator to Consultant.  We’re going to quickly hit the important factors to

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Posted in Administration, Implementation Success, Staff

Two Things Nonprofits Should Never, Ever Turn on in Salesforce

With great power, comes great responsibility. And for all its power in the ability to customize Salesforce, there is also danger. Because there are a few things that, if you turn them on, are irreversible. Did you hear me? Irreversible.

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Posted in Administration, Implementation Success

Turn Your Data Swarm into Sweet Success with the NPSP

Download Megan’s presentation to the San Francisco Nonprofit User Group here and make Salesforce Bees into Honey (click on the title of this blog to get the link).

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Posted in Administration, Best Practice, Implementation Success
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