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 month is a good follow on to this

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 updating them. If you use Salesforce Lightning this will help you with existing reports If you are used to Classic, this will be helpful to […]

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 emailed to you and others)  

List Views in Lightning

Online Webinar (Short Focused Session) , Ireland

Creating List Views Editing List Views How to add filter such as gender/age/CHO Inline Editing of List Views Deleting / Renaming List Views Uses of list view (brief mention of Email and Mail Merge)

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 Salesforce 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)

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 follow on to this

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 emailed to you and others) This webinar builds on Reports Level 1 and 2 - previous 2 weeks

Salesforce System Administration Level 1

Online Webinar , Ireland

User Management What is a Salesforce System Administrator? How to add new users, deactivating old users What permissions to give the new users What Records are users to see - Public Groups What Licence to assign to users Issues with login / forgot password and Multi Factor Authentication Weekly Data Backup This is suitable for […]

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 build on last weeks, so it is important that participants know how to set up and deactivate users. This is for System Administrators only