Ian Jamieson

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  • CRM Analytics, Salesforce

    Very Odd! View Subtotals and Sort in Pivot Tables

    Ian Jamieson
    Jan 14, 2023

    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
  • CRM Analytics, Salesforce

    How To Add More Rows Of Data To Your CRM Analytics Query Or Lens On Salesforce

    Ian Jamieson
    Dec 28, 2022

    When you create a Query Or Lens using CRM Analytics then by default Salesforce will show you up to 2,000 rows of data. But what…

    Continue Reading…: How To Add More Rows Of Data To Your CRM Analytics Query Or Lens On Salesforce
  • Admin, Salesforce

    What’s an SF18ID?

    Ian Jamieson
    Dec 26, 2022

    You may hear Salesforce users and Admin refer to SF18IDs. But what are they and what do they mean? SF = Salesforce, as I’m sure…

    Continue Reading…: What’s an SF18ID?
  • Admin, Configuration, Reports, Salesforce

    How To Mass Delete Records, Including Reports

    Ian Jamieson
    Dec 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
  • Salesforce

    Adding A Utility Bar To Lightning Pages

    Ian Jamieson
    Dec 19, 2022

    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.…

    Continue Reading…: Adding A Utility Bar To Lightning Pages
  • 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?
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About

A simple blog to help you get tips and tricks on using Salesforce Marketing Cloud and Salesforce CRM to their full potential.

Contact me at ian@ianjamieson.com

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