Ian Jamieson

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  • CRM Analytics

    Clone Source and CloneSourceId Fix

    Ian Jamieson
    Oct 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
  • Excel Online, Quick Tip

    Reminder: Excel Is FREE Online

    Ian Jamieson
    Oct 12, 2022

    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…

    Continue Reading…: Reminder: Excel Is FREE Online
  • Admin, Salesforce

    What’s an SF18ID?

    Ian Jamieson
    Sep 26, 2022

    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…

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

    How To Personalise Your Nav Bar On Salesforce

    Ian Jamieson
    Sep 24, 2022

    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…

    Continue Reading…: How To Personalise Your Nav Bar On Salesforce
  • CRM Analytics, Salesforce

    Show Table Totals In CRM Analytics

    Ian Jamieson
    Sep 19, 2022

    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…

    Continue Reading…: Show Table Totals In CRM Analytics
  • CRM Analytics, Salesforce

    How To Hide The Row Index Column In CRM Analytics

    Ian Jamieson
    Sep 19, 2022

    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…

    Continue Reading…: How To Hide The Row Index Column In CRM Analytics
  • Salesforce

    Adding A Utility Bar To Lightning Pages

    Ian Jamieson
    Sep 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
  • Salesforce

    What Is The Salesforce Waffle?

    Ian Jamieson
    Aug 29, 2022

    Towards the top-left corner of every Salesforce page, you’ll see this icon: What do you call this thing? This icon is actually called the App…

    Continue Reading…: What Is The Salesforce Waffle?
  • Quick Tip

    This Is PROPER() Good In Excel

    Ian Jamieson
    Nov 7, 2021

    In this blog post, we’ll take a look at the PROPER function in Excel, which is guaranteed to save you time and effort when handling…

    Continue Reading…: This Is PROPER() Good In Excel
  • EDATE, Quick Tip

    Use EDATE() To Add (Or Remove) Months To A Date

    Ian Jamieson
    Nov 4, 2021

    I only recently found out about the EDATE() function in Excel and I love it. I wish I’d known about it long before now. It’s…

    Continue Reading…: Use EDATE() To Add (Or Remove) Months To A Date
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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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