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December 2020

List Views Workshop

December 8 @ 10:00 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

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)

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Picklist (dropdown menus) Workshop

December 8 @ 2:00 pm - 3:00 pm
Online Webinar (Short Focused Session) Ireland + Google Map

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

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Reports & Dashboards Folder Sharing Critical Update

December 10 @ 10:00 am - 11:00 am
Online Webinar (Short Focused Session) Ireland

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      

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January 2021

Lightning Basic System Admin 2021

January 14, 2021 @ 9:30 am - 11:00 pm
Online Webinar (Short Focused Session) Ireland + Google Map

This is suitable for System Admins who need to manage users and make small changes to fields and layouts in Salesforce Lightning

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Reports – Editing and Updating Existing Reports in SF Lightning

January 21, 2021 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

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

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Classic Basic System Admin 2021

January 28, 2021 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

This is suitable for System Admins who need to manage users and make small changes to fields and layouts in Salesforce Classic

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February 2021

List Views Workshop in Lightning

February 4, 2021 @ 10:00 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

This one hour online workshop will focus on Salesforce List Views in Lightning

Creating List Views

Editing List Views

Inline Editing of List Views

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Picklist (dropdown menus) Workshop in Classic

February 11, 2021 @ 2:30 pm - 3:30 pm
Online Webinar (Short Focused Session) Ireland + Google Map

How to add a picklist field

How to add values to a picklist

How to deactivate picklist values

Multi Select Picklists

Dependent Picklists

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Reports – Editing and Updating Existing Reports in SF Classic

February 18, 2021 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

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.

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Basic Report Building in SF Lightning

February 25, 2021 @ 9:30 am - 11:00 am

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

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