MFA Multi Factor Authentication for Salesforce

Online Webinar (Short Focused Session)

This webinar will go through the steps for System Administrators on how to set up MFA for your organisation This is now required by Salesforce and adds a greateer level of security for your data This webinar is for System Administrators only. (System Admins will then need to implement this for all users in your […]

Salesforce System Administration Level 1 Classic and Lightning

Online Webinar (Short Focused Session)

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

System Admin Level 2

Online Webinar (Short Focused Session)

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

Reports – Editing and Updating Existing Reports in SF Lightning

Online Webinar (Short Focused Session)

This webinar will show users how to edit and update existing reports in Lightning This is suitable for all Salesforce users who use reports but need assistance on editing and updating them. If you use Salesforce Lightning this will help you with existing reports If you are used to Classic, this will be helpful to […]

Reports – Editing and Updating Existing Reports in SF Classic

Online Webinar (Short Focused Session)

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 (The […]

eSafe Reports Level 1

Online Webinar (Short Focused Session)

This webinar is for eSAFE users only - for all other charites see Reports level 1 & 2 in February Add Columns / Fields to eSafe Reports Add / Edit Filters in eSafe Reports If time allows we will cover Group Rows to make charts, otherwise next week) (eSafe Reports Level 2, which will build […]

Picklists (Dropdown Menus)

Online Webinar (Short Focused Session)

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 […]

eSafe Level 2 Reports

Online Webinar (Short Focused Session)

Continue from last week Group data, create charts, (This is for eSafe users only) Filter Logic Create a new report Learn about Report Types Participants should do Level 1 (last week or last year) to join this webinar, or be familiar with basic reporing in eSafe

Create Reports in Lightning Level 1

Online Webinar (Short Focused Session)

This short workshop will show users how to build reports from the beginning in Lightning How to Create a Report in Lightning Add Columns / Fields to a Report in Lightning Add / Edit Filters in Reports in Lightning (Reports Level 2, which will build on this webinar is on next week)

eSafe using Reports to Analyse Data

Online Webinar (Short Focused Session)

What to look for in your reports How to look for blank (missing) data in reports Reports for Clients with No Safety Plan or Initial Assessment