Create new Fields – including Picklists (Dropdown Menus)

Online Webinar (Short Focused Session) , Ireland

This online workshop will show users how to create new fields on your Salesforce System This will include  Salesforce Picklists – often referred to as Dropdown menus How to create a new field What page to put it on Who has access to the field How to add values to a picklist How to deactivate […]

FLOWS – Introduction to Flow terminology and components

Online Webinar (Short Focused Session) , Ireland

This webinar is for System Admins only - who want to learn about automation - see examples below Example - Fast record update Flow A common use of Flows is to update records based on criteria before saving to simplify data entry e.g. to create standard names for an object. Example - Update related record […]

Basic User Training for Salesforce Users in Lightning

Online Webinar (Short Focused Session) , Ireland

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

List Views in Lightning

Online Webinar (Short Focused Session) , Ireland

Creating List Views Editing List Views How to add filter such as gender/age/CHO Inline Editing of List Views Deleting / Renaming List Views Uses of list view (brief mention of Email and Mail Merge)

Screen Flows

Online Webinar (Short Focused Session) , Ireland

This is a follow on to Introdution to Flows 28th March This is NOT user training, this is technichal, aimed at System Administrators or those interested in Sys Adm

Managing & Improving Data Quality

Online Webinar (Short Focused Session) , Ireland

When everything from service delivery to funding to strategy and staffing needs are defined by data, and everyone in the organisation has a role to play in storing it, using it and keeping it secure, it’s important to ensure your system is well maintained. This webinar will give some tips and tricks for improving the […]

e Safe Managing & Improving Data Quality

Online Webinar (Short Focused Session) , Ireland

This is specific to eSafe users de to the high numbers registered for the Data Webinar on 9th May When everything from service delivery to funding to strategy and staffing needs are defined by data, and everyone in the organisation has a role to play in storing it, using it and keeping it secure, it’s […]

Create Reports in Lightning Level 1

Online Webinar (Short Focused Session) , Ireland

This short workshop will show users how to build reports from the beginning in Lightning How to Create a Salesforce 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)

Reports in Lightning Level 2

Online Webinar (Short Focused Session) , Ireland

Edit existing Reports in Lightning Group data, create charts, Participants should do Level 1 (last week or earliers this year) to join this webinar Dashboard next week is a good follow on to this