Reports – Editing and Updating Existing Reports in SF Lightning

Online Webinar (Short Focused Session) , Ireland

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 […]

Reports – Editing and Updating Existing Reports in SF Classic

Online Webinar (Short Focused Session) , Ireland

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 […]

eSafe Reports Level 1

Online Webinar (Short Focused Session) , Ireland

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 […]

Picklists (Dropdown Menus)

Online Webinar (Short Focused Session) , Ireland

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 […]

eSafe Level 2 Reports

Online Webinar (Short Focused Session) , Ireland

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 […]

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 Report in Lightning Add Columns / Fields to a Report in […]

eSafe using Reports to Analyse Data

Online Webinar (Short Focused Session) , Ireland

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

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 last year) to join this webinar

Dashboards in Lightning

Online Webinar (Short Focused Session) , Ireland

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 […]

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 change to Lightning Overview of Salesforce / eCass / eSafe […]