Are you looking for a very quick and very easy way to show data visualisations in Excel? Then take a look at Data Bars from the Home ribbon. Data Bars…
Posts published by “Ian Jamieson”
With the Winetr ’23 Release of Salesforce we can now add a ‘To Do List’ to the handy, and much underappreciated, Utility Bar. The Utility Bar can be added to…
Excel is a great tool but when things aren’t correct, Excel will let you know with an error or info message. But these messages aren’t too descriptive or user-friendly. What’s…
We have recently had a few issues with the integration between Salesforce Objects and Tableau CRM, namely to do with the Clone Source and the CloneSourceId fields. We have been…
For anyone who is reluctant or unable to pay for the full version of Excel, may I remind you that the online version of Excel is FREE. Plus you get…
You may hear Salesforce users and Admin refer to SF18IDs. But what are they and what do they mean? Each record on Salesforce has a unique identifier (ID). And this…
When you open up Salesforce you will see a list of tabs along the top. But you may want to move some tabs around so you can have the tabs…
When creating tables in CRM Analytics Widgets and Lenses, it’s possible to add Totals to rows and columns – it’s just not always obvious where to do this for CRMA…
So you’ve created a fabulous Values Table in CRM Analytics within a Lens or Widget, but you can’t get rid of the annoying index column (Row Index Column) on the…
The Utility Bar is a very simple tool that can be added to the bottom of Salesforce Lightning pages to highlight useful tools and links. And it only takes two…