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 second session of the year, @Keegan_Walker23 gave a training outlining the reporting process in Salesforce. Keegan covered the basics of how to create a report in Salesforce with some tips and tricks, along with an overview of some of the custom reports he has made for sales teams that can be used to get a closer look into their accounts. Keegan was able to answer a lot of questions around reporting, and give the steps for requesting future reports from him and the salesforce team. For additional questions, do not hesitate to reach out to sfadmin@jmp.com. Thank you to Keegan for putting together this presentation!
If you missed the session, you can access the live recording and slides on the Salesforce Trainings for 2025 page. Additionally, we are looking for your requests for future salesforce trainings! Please share your suggestions in the comments section of the training page, or message Kaylee Warren so that we can start to plan our Q3 training session.
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.
Thank you all for attending!!
