Salesforce for Beginners – Second Edition: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform
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Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective.
Purchase of the print or Kindle book includes a free eBook in the PDF format.
Key Features:
Enhanced with reader feedback and updated with the latest UI for efficient learningLearn how to use Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platformBecome familiar with the basics of Salesforce administration and mobile app setup
Book Description:
Salesforce is the world’s leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You’ll learn how to configure and use Salesforce for maximum efficiency and return on investment
This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you’ll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you’ll explore tools such as Flows, Approval Processes, and Assignment Rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator
By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
What You Will Learn:
Explore business development with leads, accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsPractice automating with Flows, the main automation tool for SalesforceGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective Salesforce security model
Who this book is for:
If you are new to Salesforce and want to learn it from scratch, an administrator looking to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this book
From the Publisher
In this book, you’ll find crystal clear instructions, diagrams, and screenshots to understand the opportunity lifecycle.
In this book, you’ll learn how to keep user roles organized, preserve data integrity, and establish record security.
Automate business processes and tasks with the new flow builder provided by Salesforce. In this edition, we’ve added a new chapter especially for building and testing flows.
Sharif’s notes:
I’m excited to see where Salesforce goes with Flow; it has been a game changer for declarative development. In this edition, we’ve removed the legacy workflows and process builders and replaced them with a comprehensive chapter on Flow, written by industry expert Tim Royer, to cover the basics in an approachable way.
Publisher : Packt Publishing; 2nd ed. edition (October 31, 2022)
Language : English
Paperback : 532 pages
ISBN-10 : 1803239107
ISBN-13 : 978-1803239101
Item Weight : 2.02 pounds
Dimensions : 9.25 x 7.52 x 1.1 inches
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9 reviews for Salesforce for Beginners – Second Edition: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform
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Bamlak Haile –
Amazing
As I continue to grow in the salesforce ecosystem, this is fast becoming a go to guide to navigate these trails. I bought the first edition maybe 7 months ago and of course jumped on these as soon as the second edition came out! I have had the pleasure of meeting both authors and they are absolute geniuses in their craft! It’s an honor to learn from their wealth of knowledge and experience! Get this book. You won’t regret it!
Stuhl232 –
Extremely Useful!
Salesforce for Beginners is a fantastic introduction to the functionality and administrative foundation of the Salesforce Platform. The updated version has a fantastic new chapter on Flow, which is the best reference material I have seen on the subject. I HIGHLY recommend this book for new and experienced Salesforce enthusiasts! Well done!
WAB106 –
Bien presentado y completo
Quizás un poco general en las. Explicaciones, pero me ha aportado conocimiento y técnica.
S Pegram –
Great Companion Guide for Salesforce Newbies
This book is concise, no filler. Great companion guide for Salesforce newbies who are on their Trailhead journey. If youâre someone who learns by doing AND, reading and highlighting text, then get this book.
Sam Mirza –
Text
The text in book very small and itâs very hard to read it even with glasses and also the binding of the book is very very poor quality.
Lory Tibbetts –
I wish I had this book when I was learning from Trailhead
Trailhead is very valuable when learning to navigate the Saleforce Platform, but I think we can all agree that one topic/module can lead to a rabbit hole of links to help articles and other modules or projects. Clicking on help articles can further result to links of several levels, it’s so easy to get lost and see a good overview. This book provides that core information, from the basics down to the details with great screen shots of some step-by-step instructions on building out a use case scenario. Definitely a great reference to have on the side for the new admin, or a great resource when learning and preparing for the admin cert exam. This covers also some basics of flows, which is nice, although does not dive deeper into the more advanced concepts of flows (but flows deserve a whole book by itself). There are tips as well as questions to test your understanding and knowledge of the concepts. I also particularly like the topic on sandboxes with some screen shots, which I found valuable because these are not available on trailhead playground nor on dev orgs, but will definitely be in an admin’s work responsibility. Maybe the next edition will include Slack and DevOps/Copado. I highly recommend this to those just starting on the Trailhead or in their admin jobs.
CB –
Valuable learning guide and a comprehensive reference, now includes Flow!
Salesforce for Beginners, second edition, retains its status as THE go-to manual for âout of the boxâ Salesforce.com success, i.e., everything short of code development. Sharif Shaalan and new co-author Tim Royer bring years of Salesforce knowledge and experience to the content. You are in good hands.As with the first iteration, user step-by-step instructions for how to work in Salesforce and complete actions come first. Next the book leads the reader through the magic that enables the Salesforce administrator to awe and delight their stakeholders by making their jobs easier and more productive.Most notably in this edition Workflow and Process Builder sections are replaced by a chapter on the most powerful feature in Salesforce (in my opinion): Flow. Flow is the future of automating your processes and enhancing your user experiences, and this chapter ensures you will be ready. Using real world scenarios, concepts of Flow are brought to life and are thoroughly explained. Once youâve completed the exercises in the chapter, you will be ready when your stakeholders want optimized processes or easier ways to capture data in Salesforce.As a valuable learning guide and a comprehensive reference, this new edition of Salesforce for Beginners is highly recommended.
Tiny –
Great Manual for SalesForce Basics
âNotes for Salesforce for Beginners, 2nd Editionâ (Packt) by Sharif Shaalan and Timothy Royer is an excellent user manual for Salesforce. It completely demonstrates all the basic functions and properties associated with Salesforce. It starts with a basic understanding of the Salesforce cycle, movies through some technical options, and finishes with customization using advanced data types. I do have to mention that I dislike where a product publishes a paid book as a user manual rather than simply providing as part of the delivered product. That said, this would be useful reference for anyone using Salesforce. The first section describes why Salesforce was created and the basics for creating actions within the program as tasks, events, and calendars. Each of these forms the basic structure to make processes within the program progress. These then drive into creating your leads for the program and turning those leads into business opportunities. The second section integrates basic functions into the business flow, working through the development and tracking of leads, setting up a campaign, and basic business analysis. These functions demonstrate how Salesforce can work across multiple spreadsheets to analyze data from two and three-dimensional perspectives. The ability to cross-cut data provides valuable insight to increasing ROI. A third section goes back to some of the administrative processes for SaleForce, working in custom apps, expanding with the SalesForce marketplace, and securing various profiles. The security section mainly focuses on an RBAC approach to assigning permissions to groups or users to access and modify datasets. The marketplace app provides the opportunity to use pre-approved plug-ins to expand the number of things one can do with the product. I wish the marketplace descriptions were a little more detailed, but at least the concept was covered The last section moves to work with the flow, advancing data with formulas, and testing or debugging new products. Each of these is valuable to advanced users, but the implementation was a little lacking in this manual. A number of exercises here would have been useful to move forward as would a discussion of best practices or case studies where others have used SalesForce to a positive effect. Overall, the manual adequately covers all the basics of SalesForce. If you are a regular user, I recommend having a copy on your desk. While inline manuals can be helpful, sometimes it helps to look at additional references while completing the actions, especially if you lack multiple screens. Overall, I recommend the book to anyone using SalesForce.
Sam –
This book makes learning Salesforce so much easier. As Salesforce is evolving so quickly, you need a book that is up-to-date like this one. Salesforce Lightning is the future so there is no point going for an older book that is all about teaching you Salesforce Classic. I also think that is written well with clear illustrations to show you most things in a step-by-step fashion. This book is good for Salesforce users and Salesforce Administrators alike.