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January 2021

Reports – Editing and Updating Existing Reports in SF Lightning

January 21 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

This is suitable for all Salesforce users who use reports but need assistance on editing and updating them.

If you are used to Classic, this will be helpful to show how to edit reports in Lightning
If you are new to Salesforce this should help you get the most out of existing reports

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Classic Basic System Admin 2021

January 28 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

This is suitable for System Admins who need to manage users and make small changes to fields and layouts in Salesforce Classic

Find out more »

February 2021

List Views Workshop in Lightning

February 4 @ 10:00 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

This one hour online workshop will focus on Salesforce List Views in Lightning

Creating List Views

Editing List Views

Inline Editing of List Views

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Picklist (dropdown menus) Workshop in Classic

February 11 @ 2:00 pm - 3:30 pm
Online Webinar (Short Focused Session) Ireland + Google Map

How to add a picklist field

How to add values to a picklist

How to deactivate picklist values

Multi Select Picklists

Dependent Picklists

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Reports – Editing and Updating Existing Reports in SF Classic

February 18 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

This is a shorter new 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.

Find out more »

Basic Report Building in SF Lightning

February 25 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

This short workshop will show users how to build reports from the beginning

Attendance at an earlier  List View Webinar might be good preparation for this

Find out more »

March 2021

List Views in Classic

March 4 @ 10:00 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

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)

Find out more »

Basic Report Building in Salesfore Classic

March 11 @ 2:00 pm - 3:30 pm
Online Webinar (Short Focused Session) Ireland + Google Map

This short workshop will show users how to build reports from the beginning Attendance at an earlier  List View Webinar might be good preparation for this  

Find out more »

Lightning Basic Communications

March 25 @ 9:30 am - 11:00 pm
Online Webinar (Short Focused Session) Ireland + Google Map

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

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April 2021

Basic System Administration Level 1 Classic and Lightning

April 15 @ 9:30 am - 11:00 am
Online Webinar (Short Focused Session) Ireland + Google Map

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

Find out more »
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