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 […]

List Views in Lightning

Online Webinar (Short Focused Session) , Ireland

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 […]

Basic Communications – Campaigns and Email in Lightning

Online Webinar (Short Focused Session) , Ireland

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

Multi-Factor Authentication (MFA) for Salesforce – Workshop

Online Webinar (Short Focused Session) , Ireland

This one hour online workshop will focus on Multi-Factor Authentication (MFA) for Salesforce MFA Overview Authentication Options Setting up the Salesforce Authenticator App Troubleshooting MFA This session should take less […]

Salesforce System Administration Level 1 Classic and Lightning

Online Webinar (Short Focused Session) , Ireland

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 […]

System Admin Level 2

Online Webinar (Short Focused Session) , Ireland

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 […]

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 […]

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 […]

Support Plan Objectives for eSAFE users

Online Webinar (Short Focused Session) , Ireland

This session will cover: Recording Initial Assessments and Full Assessments Recording Support Plan Objectives Links between Interventions and Support Plan Objectives Monitoring progress on Support Plan Objectives Using Support Plan […]

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 […]