Ian Jamieson

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  • Salesforce User and Security Basics
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  • 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
  • Quick Tip

    My 15 Favourite Excel Shortcuts using Ctrl +

    Ian Jamieson
    Oct 25, 2022

    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…

    Continue Reading…: My 15 Favourite Excel Shortcuts using Ctrl +
  • Quick Tip

    SUM() Formula in Excel

    Ian Jamieson
    Oct 24, 2022

    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…

    Continue Reading…: SUM() Formula in Excel
  • Admin, Configuration, Reports, Salesforce

    How To Mass Delete Records, Including Reports

    Ian Jamieson
    Oct 24, 2022

    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…

    Continue Reading…: How To Mass Delete Records, Including Reports
  • Reports, Salesforce

    How To Add A Cross Filter To Salesforce Reports

    Ian Jamieson
    Oct 23, 2022

    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…

    Continue Reading…: How To Add A Cross Filter To Salesforce Reports
  • Excel Online, Quick Tip

    How To Transpose Data in Excel a.k.a. move data from rows to columns

    Ian Jamieson
    Oct 21, 2022

    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…

    Continue Reading…: How To Transpose Data in Excel a.k.a. move data from rows to columns
  • CRM Analytics, Salesforce

    Very Odd! View Subtotals and Sort in Pivot Tables

    Ian Jamieson
    Oct 14, 2022

    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…

    Continue Reading…: Very Odd! View Subtotals and Sort in Pivot Tables
  • Data Analysis, Data Visualisation

    Simple Data Visualisations With Data Bars

    Ian Jamieson
    Oct 14, 2022

    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…

    Continue Reading…: Simple Data Visualisations With Data Bars
  • Admin, Configuration, Salesforce

    To Do List On The Salesforce Utility Bar

    Ian Jamieson
    Oct 13, 2022

    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…

    Continue Reading…: To Do List On The Salesforce Utility Bar
  • Error Message, Excel Online, Quick Tip

    #VALUE! #REF! #N/A… #WTF!?

    Ian Jamieson
    Oct 13, 2022

    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…

    Continue Reading…: #VALUE! #REF! #N/A… #WTF!?
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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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