Dashboards in Lightning

Online Webinar (Short Focused Session) , Ireland

How to Create a Dashboard in Lightning How to add Reports to a Dashboard Editing Charts and Labels in Dashboard Remove reports from Dashboard Subscribe to a dashboard (get it emailed to you and others) This webinar builds on Reports Level 1 and 2 - previous 2 weeks

Salesforce System Administration Level 1

Online Webinar (Short Focused Session) , Ireland

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 - Public Groups What Licence to assign to users Issues with login / forgot password and Multi Factor Authentication Weekly Data Backup This is suitable for […]

System Admin Level 2

Online Webinar (Short Focused Session) , Ireland

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 build on last weeks, so it is important that participants know how to set up and deactivate users. This is for System Administrators only

Create new Fields – including Picklists (Dropdown Menus)

Online Webinar (Short Focused Session) , Ireland

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 a new field What page to put it on Who has access to the field How to add values to a picklist How to deactivate […]

Lightning Record Pages

Online Webinar (Short Focused Session) , Ireland

What is a Lightning record page? Classic Layouts - Lightning Page layouts - Dynamic page layouts Adding fields and moving fields on the above This is for System Admins and is a good follow on from last week and  System Adm 1 and 2 in June