Ian Jamieson

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  • What Are Data Views In SFMCE?
    CRM

    What Are Data Views In SFMCE?

    Ian Jamieson
    Jan 26, 2026

    When I started out implementing Salesforce Marketing Cloud Engagement, I kept hearing other consultants refer to Data Views in Salesforce Marketing Cloud Engagement (SFMCE). I…

    Continue Reading…: What Are Data Views In SFMCE?
  • What Is Salesforce Referral Marketing?
    Marketing

    What Is Salesforce Referral Marketing?

    Ian Jamieson
    Jan 18, 2026

    I’ve been a long-time affiliate marketer and a long-time Salesforce Marketing evangelist, but rarely have the two things come together. That was until I noticed…

    Continue Reading…: What Is Salesforce Referral Marketing?
  • How to Select The Default Fields For A  Custom Report Type
    CRM, Custom Report Types

    How to Select The Default Fields For A Custom Report Type

    Ian Jamieson
    Oct 8, 2025

    When you create a Report in Salesforce, have you noticed that a predefined set of column values appear? For example, I have started creating the…

    Continue Reading…: How to Select The Default Fields For A Custom Report Type
  • 25 Widgets And No More
    Dashboard

    25 Widgets And No More

    Ian Jamieson
    Oct 6, 2025

    Before you start gathering requirements for the greatest Salesforce Dashboard of all time, please bear in mind that you can only use a maximum of…

    Continue Reading…: 25 Widgets And No More
  • Avoid Disruptions When Legacy Salesforce Host Name Redirections End
    Domains, Security, Identity and Privacy

    Avoid Disruptions When Legacy Salesforce Host Name Redirections End

    Ian Jamieson
    Jun 30, 2025

    The latest Salesforce Release Notes update (check out the full Summer 2025 Release Notes) ends temporary redirection of legacy (non-enhanced) host names in production and…

    Continue Reading…: Avoid Disruptions When Legacy Salesforce Host Name Redirections End
  • What Is A Salesforce Identity License And Profile?
    Salesforce

    What Is A Salesforce Identity License And Profile?

    Ian Jamieson
    May 11, 2025

    Anyone who has been using Salesforce Data Cloud (DC) and who has connected SFDC to multiple instances will have come across the new Salesforce Identity…

    Continue Reading…: What Is A Salesforce Identity License And Profile?
  • Creating Cross Filters in Salesforce Reports
    Cross Filter

    Creating Cross Filters in Salesforce Reports

    Ian Jamieson
    Mar 9, 2025

    Are you familiar with Cross Filters in Salesforce reports? If not, read on to learn about this simple but very effective Salesforce reporting functionality. Purpose…

    Continue Reading…: Creating Cross Filters in Salesforce Reports
  • Exploring Freshservice by Freshworks: Functionality and Benefits
    Freshworks

    Exploring Freshservice by Freshworks: Functionality and Benefits

    Ian Jamieson
    Mar 4, 2025

    In today’s fast-paced business environment, efficient service management is crucial for maintaining productivity and ensuring customer satisfaction. Freshservice by Freshworks is a comprehensive IT and…

    Continue Reading…: Exploring Freshservice by Freshworks: Functionality and Benefits
  • Unveiling the Features and Advantages of Freshdesk by Freshworks for SMBs
    Freshdesk, Freshworks

    Unveiling the Features and Advantages of Freshdesk by Freshworks for SMBs

    Ian Jamieson
    Mar 4, 2025

    In today’s competitive business landscape, delivering exceptional customer support is essential for building customer loyalty and satisfaction. Freshdesk by Freshworks is an innovative, AI-driven customer…

    Continue Reading…: Unveiling the Features and Advantages of Freshdesk by Freshworks for SMBs
  • Elevate Your Marketing Efforts with Leadpages: A Comprehensive Guide
    Leadpages

    Elevate Your Marketing Efforts with Leadpages: A Comprehensive Guide

    Ian Jamieson
    Mar 3, 2025

    In the competitive world of digital marketing, having the right tools to capture leads and convert them into customers is crucial for any business. This…

    Continue Reading…: Elevate Your Marketing Efforts with Leadpages: A Comprehensive Guide
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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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