Blog Archives

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: ,
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

Tagged with: , ,
Posted in Administration, Adoption

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

Tagged with:
Posted in Administration, Implementation Success, Planning, Staff

Year-End Donor Campaign Segmentation in Salesforce

This documentation is intended to help nonprofits understand how to structure and run a segmented year-end or other campaign using the Salesforce platform. I’ll start with the strategy behind setting up your segmented campaign and then get into the nitty gritty

Tagged with: , ,
Posted in Administration, Best Practice, Implementation Success, Planning, Strategy

Winter Release ’16: Nonprofits + Salesforce = Love

If you aren’t excited about Winter ’16 release, you should be.   Nonprofits, prepare to have your mind blown.  There are two updates to the core Salesforce platform that should have every nonprofit singing from the rooftops.  I actually did

Tagged with: ,
Posted in Administration, Adoption, Implementation Success

Choosing a Nonprofit CRM: the End of Do-It-All Packages

There’s a profound change happening in the nonprofit technology space. Nonprofits are demanding increased and improved functionality in their systems, and the all-in-one, out of the box packages that provide everything an organization needs – fundraising, mass email, volunteer management

Tagged with:
Posted in Administration, Adoption, Strategy

Hire a Salesforce Advisor who will Say NO

Often Salesforce Consultants and in-house Salesforce specialists are lumped into an internal order-takers, to build out the functionality that program or development staff request. In one case I spoke to a potential client who said she knew exactly what they

Tagged with: ,
Posted in Administration, Leadership, Organizational Management
Our (New!) Blog Site
Visit our new Blog location! www.brightstepleadership.com

Visit our new Blog location! www.brightstepleadership.com

Our Consulting Site
Follow BrightStep Partners on WordPress.com