Events Search and Views Navigation
December 2020
List Views Workshop
This one hour online workshop will focus on Salesforce List Views 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)
Find out more »Picklist (dropdown menus) Workshop
This one hour online workshop will focus on Salesforce Picklists - often referred to as Dropdown menus How to add a picklist field How to add values to a picklist How to deactivate picklist values Multi Select Picklists Dependent Picklists
Find out more »Reports & Dashboards Folder Sharing Critical Update
This one hour online workshop will help you to assess if you will be impacted by the "Enable Enhanced Folder Sharing for Reports and Dashboards" Salesforce update, and what action you may need to take. Workshop includes: Is my Org affected? Checking who has Report & Dashboard folder access Enabling Report & Dashboard Folder Sharing Restoring 'Editor' permissions Sharing edit permissions on Report & Dashboard folders
Find out more »January 2021
Lightning Basic System Admin 2021
This is suitable for System Admins who need to manage users and make small changes to fields and layouts in Salesforce Lightning
Find out more »Reports – Editing and Updating Existing Reports in SF Lightning
This is suitable for all Salesforce users who use reports but need assistance on editing and updating them.
If you are used to Classic, this will be helpful to show how to edit reports in Lightning
If you are new to Salesforce this should help you get the most out of existing reports
Classic Basic System Admin 2021
This is suitable for System Admins who need to manage users and make small changes to fields and layouts in Salesforce Classic
Find out more »February 2021
List Views Workshop in Lightning
This one hour online workshop will focus on Salesforce List Views in Lightning
Creating List Views
Editing List Views
Inline Editing of List Views
Find out more »Picklist (dropdown menus) Workshop in Classic
How to add a picklist field
How to add values to a picklist
How to deactivate picklist values
Multi Select Picklists
Dependent Picklists
Find out more »Reports – Editing and Updating Existing Reports in SF Classic
This is a shorter new webinar to show users how to edit and update existing reports in Classic
This is suitable for all Salesforce users who use reports but need assistance on editing and updating them.
Find out more »Basic Report Building in SF Lightning
This short workshop will show users how to build reports from the beginning
Attendance at an earlier List View Webinar might be good preparation for this
Find out more »