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September 2021
System Admin Level 2
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
Find out more »October 2021
Create Reports in Lightning Level 1
This short workshop will show users how to build reports from the beginning in Lightning (Reports Level 2, which will build on this webinar is on next week)
Find out more »Reports in Lightning Level 2
Edit existing Reports in Lightning Group data, create charts, Participants should do Level 1 (last week or earlier this year) to join this webinar
Find out more »November 2021
List Views in Classic, with option of brief overview of Lightning
This one hour online workshop will focus on Salesforce List Views in Classic 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) After the hour I will give an overview of how to get some of the Lightning benefits of List Views such as direct email (option to stay for another 30 mins)
Find out more »List Views 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 Deleting / Renaming List Views Uses of list view (brief mention of Email and Mail Merge)
Find out more »Dashboards in Lightning
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 is a good follow on from the two Reports Webinars at the end of October) (Note if you only use Classic, this will not be very suitable, except to get an overview)
Find out more »MFA Multi Factor Authentication for Salesforce
This webinar will go through the steps for System Administrators on how to set up MFA for your organisation All Organisations will need to do this by February 2022 but it is advisable to do this before then. This webinar is for System Administrators only. (System Admins will then need to implement this for all users in your Organisation)
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