This webinar is for System Admins only - who want to learn about automation - see examples below Example - Fast record update Flow A common use of Flows is […]
This session will cover: Monitoring license usage and requesting additional licenses User management (setting up new users, deactivating users, login troubleshooting) Adoption dashboard and Data quality dashboard Weekly data export […]
Mass Email from List Views and Campaigns Create Email Template in Lightning Campaigns and Campaign Membership Membership Status and values, Adding Campaign members
User Management What is a Salesforce System Administrator How to add new users, deactivating old users What permissions to give the new users What Records are users to see - […]
This webinar is for eSAFE users only Add Columns / Fields to eSafe Reports Add / Edit Filters in eSafe Reports Group Rows to make charts (note eSAFE is […]
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 online workshop will show users how to create new fields on your Salesforce System This will include Salesforce Picklists – often referred to as Dropdown menus How to create […]
What is a Lightning record page? Component visibility. Upgrading to Dynamic field views. Field Visibility. Dynamic related lists. Dynamic actions. This is for System Admins and is a good follow […]