Blog Archives

An Ending (Ascent)

Some of you already know this, and many of you don’t.  I’m departing BrightStep Partners this month, and June 30 will be my final day as full-time co-owner. So, what is the Next? First, I’m taking a little time off to

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Posted in Community

Two Things Nonprofits Should Never, Ever Turn on in Salesforce

With great power, comes great responsibility. And for all its power in the ability to customize Salesforce, there is also danger. Because there are a few things that, if you turn them on, are irreversible. Did you hear me? Irreversible.

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Posted in Administration, Implementation Success

Upgrade Month: Using System Fields to Upgrade to Salesforce NPSP 3.0

This blog post documents some system fields that can be used for advanced users to upgrade to the Nonprofit Starter Pack version 3.0 on the Salesforce platform. Read on for a technical discussion of using these fields and the shortcuts

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Posted in Administration, Implementation Success, Upgrade to NPSP 3.0

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

Hire a Salesforce Advisor who will Say NO

Often Salesforce Consultants and in-house Salesforce specialists are lumped into an internal order-takers, to build out the functionality that program or development staff request. In one case I spoke to a potential client who said she knew exactly what they

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Posted in Administration, Leadership, Organizational Management

Valuing the Power of US for Salesforce

There have been a number of blogs written over the past few years about being a Salesforce administrator for nonprofits, the qualities and characteristics, placement within organizational hierarchy, and other key criteria for long-term CRM administration success for nonprofits from

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Posted in Administration, Community, Leadership, Organizational Management

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

Leaving Luminate CRM (2 of 2)

Last week, we talked about what Luminate CRM means to nonprofits, and reasons why they leave.  This week, in a longer-than-usual fashion, we’ll review some basics for preparing to leave, how to start the departure, and tactics for what and

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Posted in Change Management, Organizational Management, Planning, Strategy

Leaving Luminate CRM (1 of 2)

Through the years, I’ve implemented various forms of Common Ground and Luminate CRM for organizations large and small, and while there are good reasons to use them, there are equally good reasons to leave.  Right now, we’re getting many inquiries

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Posted in Change Management, Organizational Management, Planning, Strategy
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