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…
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…
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…
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
What is a Salesforce MVP, and Why you Should Care
Late Sunday night, I screeched when I got the unexpected news I’d been selected as a Salesforce MVP. I immediately told my husband, who said, “Cool!” and then, “So… what does that mean? And what do you get?” I then…
Posted in Best Practice, Community
Data Tools for Every Salesforce Task
Picture this scene – I’m in a hotel room, with my trusty Mac. My favorite PC – bought solely for data-upload related work (some programs still don’t work on Macs, alas) is miles away. I need to upload some data…
Posted in Implementation Success
Project Management Tool Roundup!
Many of our clients have an ongoing need for project management solutions. We recently did a quick review for a client to answer four key questions: What tools are out there for Project Management? Can those tools integrate with Salesforce?…
Posted in Implementation Success
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