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 deactivate picklist values Multi Select Picklists Dependent Picklists Most of the editing of picklist is the same in Classic and Lightning, so both will be […]

This short workshop will show users how to build reports from the beginning 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 last year) to join this webinar

This training session will show System Admins how to set up Users on eSafe NOTE  eSAFE is a Customised "version" of Salesforce for those working in Domestic Violence Services - so this webinar is only for System Admins using eSafe

How to create a new report in SF Classic Add Filters to a Report in SF Classic Add Columns / Fields to a Report in SF Classic

This webinar will show users how to edit and update existing eSAFE reports Edit Report Filters in eSafe Edit Columns / Fields that appear in a report Change the look of a report Group Data in a report Hide Details in a report This webinar is suitable for eSAFE System Administrators and Managers and other […]

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 […]

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

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 Logging In - User Account Navigating Screens & Tabs Searching for Contacts / Clients / Records Fields - different fields such as Text, Number, Date, Picklist […]

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 A good introduction to this webinar would be to join Basic User Training on […]