Ian Jamieson

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  • CRM Analytics

    Clone Source and CloneSourceId Fix

    Ian Jamieson
    Dec 12, 2022

    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…

    Continue Reading…: Clone Source and CloneSourceId Fix
  • Admin, Personal Settings

    Grant Salesforce Support Access To Your Salesforce

    Ian Jamieson
    Nov 7, 2022

    For anyone who has a support contact with Salesforce it may become necessary for you to grant the Salesforce Help team with access to your…

    Continue Reading…: Grant Salesforce Support Access To Your Salesforce
  • Admin, Salesforce

    How To Add A SF18ID To A Salesforce Page

    Ian Jamieson
    Nov 6, 2022

    In an earlier blog post, I discussed in detail what a SF18ID is and the benefits of telling your users what it is and where…

    Continue Reading…: How To Add A SF18ID To A Salesforce Page
  • Podcasts, Salesforce

    My 3 Favourite Salesforce Podcasts In 2022

    Ian Jamieson
    Nov 6, 2022

    Podcasts have been around for many years but have become hugely popular in the past couple of years. I’ve listened to Salesforce podcasts for many…

    Continue Reading…: My 3 Favourite Salesforce Podcasts In 2022
  • Business Analysis, Chrome Extension, Research Tool

    Ever Wondered What Stack A Site Is Built On?

    Ian Jamieson
    Oct 30, 2022

    I’d like to quickly tell you about a great free tool that lists the technology stack a website is built on, for free. The site…

    Continue Reading…: Ever Wondered What Stack A Site Is Built On?
  • Business Processes, Chrome Extension

    A Brilliant Tool For Recording Business Processes

    Ian Jamieson
    Oct 30, 2022

    Do you create lots of business process documentation? Or create lots of training materials for online platforms? The below will help you a lot. I…

    Continue Reading…: A Brilliant Tool For Recording Business Processes
  • Admin, Certification, Configuration, Salesforce

    Do You Like It Comfy Or Compact?

    Ian Jamieson
    Oct 29, 2022

    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…

    Continue Reading…: Do You Like It Comfy Or Compact?
  • Quick Tip

    What’s An Excel Formula vs Function

    Ian Jamieson
    Oct 29, 2022

    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.…

    Continue Reading…: What’s An Excel Formula vs Function
  • Reports, Salesforce

    How To Create A Nested IF CONTAINS Formula

    Ian Jamieson
    Oct 26, 2022

    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…

    Continue Reading…: How To Create A Nested IF CONTAINS Formula
  • Salesforce, Shortcuts

    My 5 Favourite Salesforce Shortcuts

    Ian Jamieson
    Oct 25, 2022

    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…

    Continue Reading…: My 5 Favourite Salesforce Shortcuts
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I provide free sales and marketing tech advice for all. Helping you grow your business quickly, effectively and affordably.

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