This workshop is for those who participated in Level 1 or Level 2 in May If participants have questions / issues please take a note of them Those who register […]

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 […]

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 / […]

Creating List Views Editing List Views Inline Editing of List Views Deleting / Renaming List Views Uses of list view (brief mention of Email and Mail Merge)

Mass Email from List Views and Campaigns Create Email Template in Lightning Campaigns and Campaign Membership Membership Status and values, Adding Campaign members

This session will cover: Different types of tasks in eSAFE (call back tasks, steps, referral reviews) Monitoring upcoming/overdue tasks (list views, filters, dashboards) Working with tasks assigned to a group […]