Upcoming Events

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 a few weeks ago) (Note if you only use Classic, this will not be very suitable, except to get an overview)

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)

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) This is a great building block for Basic Communications which is on next week

Mass Email from List Views and Campaigns Create Email Template in Lightning Campaigns and Campaign Membership Membership Status and values, Adding Campaign members Last weeks webinar on List Views would be good preparation for this (There is a follow up "Level 2 - Using Automation to Trigger Emails" to this webinar in 2 weeks)

This is a follow on from Basic Communications (2 weeks earlier) This is for System Admins Only as others will not have permission to do what is shown here Review Existing Email Alerts Set up new Email Alerts This webinar will show how to set up email alerts so that emails are sent automatically for example when status on campaign changes or by date / time  

This webinar is for all new users of Salesforce. It may also be helpful to existing users to upskill. Overview of Salesforce / eCass / eSafe Logging In - User Account Navigating Screens  - Tabs / Buttons / Layout / Apps Lightning or Classic Searching for Contacts / Clients / Records Fields - different fields such as Text, Number, Date, Picklist (Dropdown) Required Fields / Validation Rules Brief overview of List Views and Reports

User Management (adding new users, deactivating old users) Adding Fields Page Layouts This is suitable for System Admins who need to manage users and make small changes to fields and layouts in Salesforce Classic or Lightning   Part 2 will build on this next week