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Redpath optimizes CRM collaboration for internal teams with Enhancement Manager for Salesforce®

By Redpath Team|2020-05-07T09:30:52-05:00May 7, 2020|

Status updates, scrum meetings and goal tracking have a unique feel these days, and the approach in how teams are conducting them should be distinctive as well. Redpath is excited ...

Cloudy’s Bright Ideas: Customize Search and Lookup Results

By Stephanie King|2016-04-26T17:00:02-05:00April 26, 2016|

In Cloudy’s last post, we learned about finding records using salesforce global search; these suggestions apply to all users. An administrator can further customize search results to be more meaningful ...

Cloudy’s Chalkboard: Create Roll-up Summaries

By Stephanie King|2013-04-09T16:44:00-05:00April 9, 2013|

Roll-up Summary fields are a way to view accumulated data from Detail records on a Master Record in Salesforce.  The Roll-up can calculate sums, counts, minimums or maximums. A Rollup ...

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