This webinar is for all new users of Salesforce. It may also be helpful to existing users who would like a refresher, or to learn more about the system, as well as those who are new to Salesforce Lightning. In this 90-minute session we will cover:
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
Please Note: All scheduled training is delivered in Salesforce Lightning. If your organisation is still using Salesforce Classic, please contact our Membership Services team to discuss bespoke training options.