Ian Jamieson

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  • CRM

    What Are Data Views In SFMCE?

    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 logged in to SFMCE…

    Ian Jamieson avatar
    Ian Jamieson
    26 January 2026
    What Are Data Views In SFMCE?
  • Marketing

    What Is Salesforce Referral Marketing?

    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 the offer of a…

    Ian Jamieson avatar
    Ian Jamieson
    18 January 2026
    What Is Salesforce Referral Marketing?
  • CRM, Custom Report Types

    How to Select The Default Fields For A Custom Report Type

    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 Report below and the…

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    Ian Jamieson
    8 October 2025
    How to Select The Default Fields For A  Custom Report Type
  • Dashboard

    25 Widgets And No More

    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 25 widgets in any…

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    Ian Jamieson
    6 October 2025
    25 Widgets And No More
  • Domains, Security, Identity and Privacy

    Avoid Disruptions When Legacy Salesforce Host Name Redirections End

    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 demo orgs. Redirection already…

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    Ian Jamieson
    30 June 2025
    Avoid Disruptions When Legacy Salesforce Host Name Redirections End
  • Salesforce

    What Is A Salesforce Identity License And Profile?

    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 License (that’s how Salesforce…

    Ian Jamieson avatar
    Ian Jamieson
    11 May 2025
    What Is A Salesforce Identity License And Profile?
  • Cross Filter

    Creating Cross Filters in Salesforce Reports

    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 of Cross Filters: Cross…

    Ian Jamieson avatar
    Ian Jamieson
    9 March 2025
    Creating Cross Filters in Salesforce Reports
  • Freshworks

    Exploring Freshservice by Freshworks: Functionality and Benefits

    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 employee service management solution…

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    Ian Jamieson
    4 March 2025
    Exploring Freshservice by Freshworks: Functionality and Benefits
  • Freshdesk, Freshworks

    Unveiling the Features and Advantages of Freshdesk by Freshworks for SMBs

    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 support platform designed to…

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    Ian Jamieson
    4 March 2025
    Unveiling the Features and Advantages of Freshdesk by Freshworks for SMBs
  • Leadpages

    Elevate Your Marketing Efforts with Leadpages: A Comprehensive Guide

    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 is where Leadpages comes…

    Ian Jamieson avatar
    Ian Jamieson
    3 March 2025
    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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