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

Leaders Defend the Village

During my college years, and for a few years after, I had the pleasure of playing rugby. I fell in love with the sport – the dynamism of the game, the strategy, the physicality, and the way we learned to

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Posted in Leadership, Planning, Strategy, women in tech

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

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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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

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Posted in Administration, Best Practice, Implementation Success, Planning, Strategy

Stick to the Core: When Nonprofits Should Think Twice About Building a Custom Object in Salesforce

One of the things I love deeply about the Salesforce platform is the host of free resources – including developer trainings – available to the community.  If you haven’t checked out the new (free!) Trailhead curriculum it’s beyond awesome. One

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Posted in Administration, Best Practice, Implementation Success, Planning

Making Friends with A Mess: The Value of A Strategic Diagnostic for Salesforce

At BrightStep we get a lot of phone calls from nonprofit leaders who are struggling with a Salesforce database that they’ve had for some time. We call these “second-phase” implementations – those in which a nonprofit revamps its data tracking

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Posted in Change Management, Implementation Success, Planning, Strategy
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