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 […]

This webinar to show users how to edit and update existing reports in Classic This is suitable for all Salesforce users who use reports but need assistance on editing and updating them. This is similar to Reports Level 1, but this will focus on editing existing reports rather than creating reports from the beginning (The […]

This webinar is for eSAFE users only - for all other charites see Reports level 1 & 2 in February Add Columns / Fields to eSafe Reports Add / Edit Filters in eSafe Reports If time allows we will cover Group Rows to make charts, otherwise next week) (eSafe Reports Level 2, which will build […]

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 […]

Continue from last week Group data, create charts, (This is for eSafe users only) Filter Logic Create a new report Learn about Report Types Participants should do Level 1 (last week or last year) to join this webinar, or be familiar with basic reporing in eSafe