As part of this year’s Sales Enablement Training Series, we are introducing quarterly Salesforce training sessions designed to help streamline work in Salesforce in partnership with the Salesforce team here at JMP. These sessions will cover a range of topics, from practical tips and tricks to reporting and other requested topics.
For our first session of the year, @CandiceGervase led a training on Salesforce tips and tricks to streamline daily activities. Topics included managing records by adding favorites, switching your Salesforce views to meet your needs, accessing key territory reports, and utilizing essential Salesforce resources for continuous learning. Thank you to Candice for sharing all of these tips and tricks!
If you missed the session, you can access the live recording and slides on the Salesforce Trainings for 2025 page. Additionally, we welcome your input for future topics. Please share your suggestions in the comments section of the training page to help us plan future sessions this year.
Please also visit the sales enablement training schedule to see trainings coming this year. If you do not have invites to these trainings on your calendar, but are interested in them, please feel free to reach out to Kaylee Warren to be added to the training list.
