Blog Archives

New Blog Location!

  Friends, It’s time to move this blog to a new home. We’re keeping up some of the goodness in this archive for now, but in the meantime, visit us at http://www.brightstepleadership.com. Together we climb, Megan

Posted in Implementation Success

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

How to Ask for a Raise When No One Knows What you Do

A wise woman said it best: “The harder my job gets, the less anyone around me understands what I do.” As technologists and people spreading our wings in technology, this can feel all too true. The more troubleshooting we’ve done,

Posted in Implementation Success

To Create a Culture of Collaboration, Start by Setting Boundaries

Photo by By Kamil Macniak via ShutterStock I was in an engaging keynote last week at the Salesforce.org partner summit, where Phillip Crockford shared many leadership nuggets. One of the things he spoke about was the need for leaders to

Posted in Implementation Success, Leadership, women in tech

Leadership Lessons at Transform Tech

In late March, days before the crowds descended on San Francisco’s conference center for the sold-out TrailheaDX event, Salesforce hosted 200+ people for the second-annual Transform Tech event – a day-long conference organized by the Transgender Law Center. The event

Posted in Implementation Success

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
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