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January 2022

Reports – Editing and Updating Existing Reports in SF Classic

January 27 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

This 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. This is similar to Reports Level 1, but this will focus on editing existing reports rather than creating reports from the beginning

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February 2022

Basic System Administration Level 1 Classic and Lightning

February 3 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

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

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System Admin Level 2

February 10 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

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

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eSafe User Set up and Management

February 15 @ 9:30 am - 11:00 am
Online Webinar Ireland + Google Map

This training session will show System Admins how to set up Users on eSafe   NOTE  eSAFE is a Customised "version" of Salesforce for those working in Domestic Violence Services - so this webinar is only for System Admins using eSafe  

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Picklists (Dropdown Menus)

February 17 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

This 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 Most of the editing of picklist is the same in Classic and Lightning, so both will be covered This webinar is suitable for System Admins only - as users will need to have permission to create new fields

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eSafe List Views

February 22 @ 9:30 am - 11:00 am
Online Webinar Ireland + Google Map

Creating List Views Editing List Views Inline Editing of List Views Deleting / Renaming List Views Uses of list view This webinar is suitable for eSAFE System Administrators and Managers and other eSAFE users interested in working with list views. All participants should have completed their initial eSAFE training.

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March 2022

eSafe Reports

March 1 @ 9:30 am - 11:00 am
Online Webinar Ireland + Google Map

This webinar will show users how to edit and update existing reports Edit Report Filters in eSafe Edit Columns / Fields that appear in a report Change the look of a report Group Data in a report Hide Details in a report This webinar is suitable for eSAFE System Administrators and Managers and other eSAFE users interested in working with reports. All participants should have completed their initial eSAFE training.

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