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

Who Can you Invite to the Table?

  This week, there’s been an amazing conversation in the Power of Us Hub, started by an ally and friend Michael Kolodner. He asked the important question: how can we ensure there is more diversity at important community events, like

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Posted in Leadership, Organizational Management, Staff

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 Steps to a Salesforce Career Transition

We’re wrapping up another year and it’s time to look forward. I’ve celebrated with friends who have made #Trailhead Ranger just in time for the end of the year, and friends who are setting goals to accomplish new learnings on

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Posted in Leadership, Staff

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

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Posted in Administration, Implementation Success, Staff

Upgrade Your Nonprofit When You Upgrade to NPSP3

Cross Posted from Salesforce.org: http://www.salesforce.org/upgrading-your-nonprofit-to-npsp-3-critical-questions-to-ask-yourself/

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Posted in Change Management, Leadership, Organizational Management, Staff, Strategy

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
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