Mass Email from List Views and Campaigns Create Email Template in Lightning Campaigns and Campaign Membership Membership Status and values, Adding Campaign members
This one hour online workshop will focus on Multi-Factor Authentication (MFA) for Salesforce MFA Overview Authentication Options Setting up the Salesforce Authenticator App Troubleshooting MFA This session should take less […]
User Management (adding new users, deactivating old users) Adding Fields Page Layouts This is suitable for System Admins who need to manage users and make small changes to fields and […]
This webinar will give an overview of Profiles, Permission Sets, Roles, Groups, Sharing Rules This covers how different users have different levels of access to your system This webinar will […]
This session will cover: Support Plan Objectives in Legal/Court domain Recording Court Orders Recording Court Accompaniments Using Court order events Reporting on court work This webinar is aimed at […]
This online workshop will focus on Salesforce Picklists – often referred to as Dropdown menus How to add a picklist field How to add values to a picklist How to […]
This short workshop will show users how to build reports from the beginning in Lightning How to Create a Report in Lightning Add Columns / Fields to a Report in […]
This session will cover: Recording Initial Assessments and Full Assessments Recording Support Plan Objectives Links between Interventions and Support Plan Objectives Monitoring progress on Support Plan Objectives Using Support Plan […]
Edit existing Reports in Lightning Group data, create charts, Participants should do Level 1 (last week or earliers this year) to join this webinar Dashboard next week is a good […]
How to Create a Dashboard in Lightning How to add Reports to a Dashboard Editing Charts and Labels in Dashboard Remove reports from Dashboard Subscribe to a dashboard (get it […]