Edit existing Reports in Lightning Group data, create charts, Participants should do Level 1 (last week or last year) to join this webinar

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 earlier this month) (Note if you only use Classic, […]

This webinar is for all new users of Salesforce. It may also be helpful to existing users to upskill or change to Lightning Overview of Salesforce / eCass / eSafe Logging In - User Account Navigating Screens & Tabs Searching for Contacts / Clients / Records Fields - different fields such as Text, Number, Date, Picklist […]

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)

Mass Email from List Views and Campaigns Create Email Template in Lightning Campaigns and Campaign Membership Membership Status and values, Adding Campaign members

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 […]

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

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