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 over the last two weeks) (Note if you only […]
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 for this will be invited via a survey to submit your issues and questions A separate survey will issue to all participants from Level 1 […]
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 Setting up new programmes and programme owners This webinar is aimed at eSAFE system administrators who are new to the role. (note eSAFE […]
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, […]
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)