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