Your Salesforce – The one you just inherited
So you Inherited an existing Salesforce Org - What Next? So it is you first day on the job as a Salesforce System Administrator for your dream company, and you have ...
Things are Changing in Salesforce
Things are Changing in Salesforce We want to notify every one of three important changes happening in the Salesforce platform. If you have any custom integrations, use Chatter Answers or ...
Are you getting the most out of your Salesforce investment?
By utilizing our Path to Success assessment, we are able to evaluate a number of existing Salesforce implementations. Customers typically request a Salesforce assessment because they feel they are simply ...
Cloudy’s Bright Ideas: Find your Data – List views
When you log in to Salesforce, you want to quickly find, sort and interact with the right records, without a lot of clicking around. List Views are a very easy ...
Cloudy’s Bright Ideas: Customize Search and Lookup Results
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 Bright Ideas: Find Your Data – Search!
Whether you are a brand new Salesforce user or an old hand, consider these bright ideas to streamline your workday, increase productivity, and get the most out of your ...
Lightning Series #1: Redpath Tests Lightning
We’ve been getting a lot of questions from our customers around the new Lightning Experience in Salesforce. One of the biggest questions we get is “should we enable it for ...
Redpath Joins Pledge 1%
As a Salesforce Partner, we hear about their 1:1:1 model all of the time. It is an amazing model showcasing how to give back to the community. Over the years ...
Salesforce for Nonprofits – Campaign Mailing list for Households
For nonprofit organizations, two of the most useful features of Salesforce and the Non Profit Starter Pack are Campaigns and Households. But what happens when it seems these two handy ...
Cloudy’s Chalkboard: Tracking the stars in your salesforce universe – Part 2
Last week we started creating a complex dashboard table that could help a nonprofit keep tabs on its most important donors. We created the report that will be the ...
