This webinar is for all new users of Salesforce. It may also be helpful to existing users to upskill.
Overview of Salesforce / eCass / eSafe
Logging In – User Account
Navigating Screens – Tabs / Buttons / Layout / Apps
Lightning or Classic
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