It’s a bit tucked away, but did you know you can easily change the layout of Salesforce pages? And this can be configured by each user? Salesforce allows users to…
Posts published by “Ian Jamieson”
Excel users often get the two things mixed so please allow me to briefly explain the difference between an Excel Function vs an Excel Formula. A Formula in Excel looks…
In Salesforce reports you can create a nested formula using IF and CONTAIN functions to search for different text with a field value, and then create a new column. What…
Did you know that Salesforce has shortcut keys? These are simple keystrokes that perform useful Salesforce actions. I use shortcuts a lot to work more effectively and efficiently in Salesforce…
You are probably well aware that by using shortcuts you can perform actions in Excel with the press of a key, or with the press of a combination of keys.…
The SUM() formula in Excel is one of the simplest and most used formulas available. The SUM() formula shows the total of the selected range of cell values. It simply…
Let’s imagine that you have trained your Salesforce user base to regularly create their own Salesforce reports. It’s great that they can now self-serve and access the data they require…
Cross Filters are very useful for creating focused reports in Salesforce. Cross Filters allow Salesforce reporting based on primary-secondary object relationships. Plus Cross Filters allow additional filters on the secondary…
So, picture this, you have all your data set up in tidy columns and rows. Then you realise that you’d prefer rows of your data to be transformed into a…
In the latest (Winter ’23) release of Salesforce, there have been two nice enhancements made to Pivot Tables in CRM Analytics. Both enhancements are in beta at the time of…