Blog Archives

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

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

The Career Playground

A friend of mine recently asked some advice about helping her son transition into work in technology. She knew I was deeply immersed in tech and Salesforce, and figured that I could help him position himself from a non-tech role

Posted in Implementation Success

5 Priorities for Every Solo Salesforce Admin

by Megan Himan and Vered Meir A funny thing happens when you’re a solo administrator managing your organization’s use of Salesforce: 1) no one has any idea of what you actually do, and 2) no one can really write a

Posted in Implementation Success
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