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 one hour online workshop will focus on Salesforce List Views in Lightning 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)