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 […]

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 […]

Reports in Lightning Workshop

Online Webinar (Short Focused Session) , Ireland

This workshop is for those who participated in Level 1 or Level 2 in May If participants have questions / issues please take a note of them Those who register […]

Basic eSAFE System Administration

Online Webinar (Short Focused Session) , Ireland

This session will cover: Monitoring license usage and requesting additional licenses User management (setting up new users, deactivating users, login troubleshooting) Adoption dashboard and Data quality dashboard Weekly data export […]

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 those who are new to Lightning Overview of Salesforce / […]

List Views in Lightning

Online Webinar (Short Focused Session) , Ireland

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)

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