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(612) 843-3360 ▪ info@redpathcg.com
Data migration and cleanup can be scary but it doesn’t have to be. We share our data migration playbook here in full for you. We’re ready to help you simplify, ...
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 ...
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 ...
Using workflows in salesforce.com to automate your business processes saves you time, money and frustrating busywork. Today, we will set up a workflow to send an email. Emails can be ...
In Cloudy's last two posts, you learned how to set up salesforce.com email letterheads and templates. Once you get started with email templates, you won't want to quit! The possibilities for ...
Hopefully you are already using the emailing capabilities of salesforce.com to not only streamline and automate your email processes, but to capture relevant records of all your client communications! Last ...
Creating an email letterhead is the first step toward fully harnessing the power of email from within salesforce.com. If you are not already using email within (or integrated with) your ...
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 ...
Salesforce reports are a powerful tool for understanding your data, but when you have many reports, levels of complexity, and large amounts of data, it can be a lot to ...
Salesforce.com charts and dashboards create useful snapshot views of your data. Bar charts are popular because you can easily add valuable detail to a basic bar chart by using ...
