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…
Blog Archives
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…
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:…
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…
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…
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.…
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).
Upgrade Month: Using System Fields to Upgrade to Salesforce NPSP 3.0
This blog post documents some system fields that can be used for advanced users to upgrade to the Nonprofit Starter Pack version 3.0 on the Salesforce platform. Read on for a technical discussion of using these fields and the shortcuts…
Tagged with: Decisions, Nonprofit Starter Pack
Posted in Administration, Implementation Success, Upgrade to NPSP 3.0
Posted in Administration, Implementation Success, Upgrade to NPSP 3.0
Solving the Piece of Paper Problem
In honor of the Salesforce AppExchange turning 10, I want to talk about how we’ve solved what I call the “piece of paper problem” with two great applications: the Nonprofit Starter Pack (NPSP), and GridBuddy. You’re probably already familiar with…
5 New Year’s Resolutions for the Nonprofit Salesforce Administrator
1. I will not call myself an accidental admin Let’s face it. I didn’t get into working in the nonprofit world because it just happened. And like everything I do, I approach this database with purpose. Coming at it…
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