This short workshop will show users how to build reports from the beginning in Lightning How to Create a Salesforce Report Add Columns / Fields to a Salesforce Report Add / Edit Filters in Reports Make sure to also attend Creating Reports Part 2 in two weeks time, which will build on this webinar.
This session will build upon the learnings of Creating Reports in Lightning - Part 1. Participants should have attended that (two weeks ago or at a previous time) before joining this webinar. Edit existing Reports in Lightning Group data, create charts
In this session we will cover - How to Create a Dashboard in Lightning How to add Reports to a Dashboard Editing Charts and Labels in Dashboard Removing reports from Dashboard Subscribe to a Dashboard (get it emailed to you and others) This webinar builds upon Creating Reports Parts 1 and 2 (last month)
User Management What is a Salesforce System Administrator? How to add new users, deactivating old users What permissions to give the new users What Records are users to see - Public Groups What Licence to assign to users Issues with login / forgot password and Multi Factor Authentication Weekly Data Backup This is suitable for […]
This webinar is for System Administrators only who have attended our Salesforce System Administration Level 1 training. In this session we will give an overview of: Profiles Permission Sets Roles Groups Sharing Rules Covering how different users have different levels of access to your system Please Note: All scheduled training is delivered in Salesforce Lightning. If […]
