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Basic User – Introduction and Training for Salesforce Users

November 6, 2025 @ 9:30 am - 11:00 am

Venue

Online Webinar (Short Focused Session)

This webinar is for all new users of Salesforce. It may also be helpful to existing users to upskill or those who are new to Lightning

Overview of Salesforce / eCass / eService

Logging In – User Account

Navigating Screens and Tabs

Searching for Contacts / Clients / Records

Fields – different fields such as Text, Number, Date, Picklist (Dropdown)

Required Fields / Validation Rules

Brief overview of List Views and Reports

Organizer

Enclude