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

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

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

This online workshop will show users how to reate new fields on the Salesforce System This will include  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 […]

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)

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 month is a good follow on to this

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 emailed to you and others) (This is a good follow on from the two Reports Webinars last month) (Note if you only use Classic, this […]

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, […]

This webinar is suitable for those who are new to eCass or for those who have used eCass in Classic Overview of how to navigate eCass in Lightning Creating new records in eCass in Lightning Editing records in eCass in Lightning Enrolments, Program Sessions, Attendances A good introduction to this webinar would be to join […]

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)