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Best Salesforce books for Beginners to advanced

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Best Salesforce books for Beginners to advanced
Best Salesforce books for beginners to advanced

Here is the list of the Best Salesforce Books for Beginners and Advanced in 2022 to learn. Read this list of best Salesforce books for beginners and if you found any Best Salesforce Books for Beginners to advanced is missing please comment on the Best Salesforce books name so that we can add them and update the list.

9 Best Salesforce Books for Beginners and Advanced:

9+ Best Salesforce Books for Beginners to advanced are listed for you, enjoy this list by reading.

Salesforce for Beginners: A step-by-step guide to creating, managing, and automating sales and marketing processes

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.

You’ll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns.

Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you’ll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights.

Finally, you’ll explore tools such as process builder, 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’ll have learned how to use Salesforce effectively to achieve your business goals.

What you will learn

  • Understand the difference between Salesforce Lightning and Salesforce Classic
  • Create and manage leads in Salesforce
  • Explore business development with accounts and contacts in Salesforce
  • Find out how stages and sales processes help you manage your opportunity pipeline
  • Achieve marketing goals using Salesforce campaigns
  • Perform business analysis using reports and dashboards
  • Gain a high-level overview of the items in the administration section
  • Grasp the different aspects needed to build an effective and flexible Salesforce security model

Who this book is for

If you’re new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.

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The Salesforce Career Playbook: A Practical Guide for Starting and Advancing Your Career on the World’s Friendliest and Fastest-Growing Tech Platform

Packed with case studies and advice from people in the trenches of a Salesforce career, The Salesforce Career Playbook will help you:

  • Find job opportunities and showcase your skills so that you land a job…and not just any old job, but the right job that is best suited to your personality, skills, and lifestyle preferences.
  • Sort through the different careers available, and see a day-in-the-life of real Salesforce professionals working in these jobs.
  • Learn insider tips and strategies for developing and growing your career once you have joined the Salesforce ecosystem.

Regardless of whether you have a master’s degree in information technology or no formal education beyond eighth grade, you can earn a more-than-competitive wage and move up the ladder in a Salesforce-related career, and jobs are available for techies and not-techies alike.

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Salesforce For Dummies For Dummies, 7th Edition gives you an edge in building relationships and managing your company’s sales, marketing, customer service, and support operations.

You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. 

Written by insiders with years of expertise in CRM services, this new edition covers the latest enhancements to, the world’s most popular customer relationship management software.

You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support.

  • Customize the new user interface with apps, widgets, and tools
  • Prospect leads, drive sales, and provide outstanding customer service
  • Manage contacts, identify opportunities, and analyze your results
  • Collaborate with colleagues using Chatter

More than 150,000 companies worldwide use as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.

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Salesforce Lightning Platform Enterprise Architecture: Architect and deliver packaged applications that cater to enterprise business needs

This book guides you in working with the popular aPaaS offering from Salesforce, the Lightning Platform.

You’ll see how to build and ship enterprise-grade apps that not only leverage the platform’s many productivity features, but also prepare your app to harness its extensibility and customization capabilities.

You’ll even get to grips with advanced application architectural design patterns such as Separation of Concerns, Unit Testing and Dependency Integration. You will learn to use Apex and JavaScript with Lightning Web Components, Platform Events, among others, with the help of a sample app illustrating patterns that will ensure your own applications endure and evolve with the platform.

Finally, you will become familiar with using Salesforce DX to develop, publish, and monitor a sample app and experience standard application life cycle processes along with tools such as Jenkins to implement CI/CD.

By the end of this book, you will have learned how to develop effective business apps and be ready to explore innovative ways to meet customer demands.

What you will learn

  • Create and deploy AppExchange packages and manage upgrades
  • Understand Enterprise Application Architecture patterns
  • Customize mobile and desktop user experience with Lightning Web Components
  • Manage large data volumes with asynchronous processing and big data strategies
  • Implement Source Control and Continuous Integration
  • Add AI to your application with Einstein
  • Use Lightning External Services to integrate external code and data with your Lightning Application

Who this book is for

This book is for Lightning platform developers who want to discover the true potential of the platform to develop complex scalable applications for use in enterprise businesses.

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Salesforce Architect’s Handbook: A Comprehensive End-to-End Solutions

This book takes a comprehensive look at the seven architectural domains that must be considered when architecting a Salesforce-based solution and equips you to develop the artifacts needed for an end-to-end enterprise architecture blueprint for Salesforce implementation and DevOps.

This must-have handbook helps Salesforce professionals implement and manage Salesforce in their organization. You will learn Salesforce architecture: solution architecture, data architecture, security architecture, integration architecture, identity and access management architecture, and strategies that can be used for Salesforce-based mobile applications.

In addition to the main architecture concepts, the book also offers industry best practices and the recommended framework for approaching, managing, delivering, and continuously improving a Salesforce solution using its Salesforce Development & Deployment Lifecycle.

You will:

  • Get a detailed overview of the Salesforce multi-tenant, metadata-driven architectural framework and the under-the-hood technology stack that supports Salesforce
  • Know the seven architecture domains, their intricacies, and the considerations needed within each when designing a Salesforce solution
  • Have an architectural mindset and the artifacts needed to architect an end-to-end enterprise-level implementation of Salesforce
  • Be familiar with the most common Salesforce products, licenses, AppExchange products, and the key considerations of using out-of-the-box declarative capabilities vs custom programmatic capabilities of Salesforce
  • Understand data architecture design considerations that include data modeling in Salesforce, identifying and mitigating large data volume concerns, and the key considerations for data migration and data archiving strategies
  • Understand security architecture considerations related to securing data within Salesforce and the various approaches to allow or restrict sharing and visibility from within Salesforce
  • Understand integration architecture considerations that provide an overview of the integration patterns and the integrations solutions that can be used with Salesforce to connect Salesforce with a remote system hosted on-premises, on the cloud, or by third-party solution providers
  • Understand identity and access management architectural considerations across the 9 stages of an identity and access management lifecycle
  • Be aware of the strategies available to design mobile solutions with Salesforce and the options available for Salesforce mobile architecture
  • Employ the principles of the DevOps & Development Lifecycle needed for an ideal state Salesforce implementation

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Mastering Salesforce DevOps: A Practical Guide to Building Trust While Delivering Innovation

Mastering Salesforce DevOps explains how to build a powerful and comprehensive DevOps workflow for Salesforce―allowing you to finally deploy the world’s most innovative platform using the world’s most effective and efficient techniques. It addresses the need for a comprehensive guide to DevOps for Salesforce, allowing teams to bring proven practices from the IT world to resolve the hardest problems facing Salesforce developers today.

What You Will Learn

  • Improve company performance and software delivery performance using Salesforce DX
  • Translate DevOps concepts into the unique language and practices of Salesforce
  • Understand why and how you can implement Salesforce DX to achieve greater productivity and innovation
  • Enable continuous delivery on Salesforce
  • Build packages and architect code so it can be deployed easily
  • Allow admins to participate in what has traditionally been a developer workflow
  • Know the techniques for reducing the stress and risk of deployment
  • Apply the full range of automated tests that can be used on Salesforce

Who This Book Is for

Salesforce developers, release managers, and those managing Salesforce development teams who need a guide to DevOps, and DevOps specialists who need to apply familiar concepts to Salesforce

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Learning Salesforce Development with Apex: Write, Run and Deploy Apex Code with Ease

This book covers the fundamentals of the Salesforce Apex programming language used by developers to build powerful applications in the cloud.

In this book, you will learn how to work with the Apex language to build scalable applications that can interact with and update data from your users.

We cover the language from the ground up, introducing programming concepts such as variables and control statements alongside clear and concise examples to help you understand the key concepts and features.

Platform-specific features such as Apex triggers, SOQL and SOSL are covered in detail to help ensure you deliver robust and scalable solutions.

Nuances and best practices for development are discussed along with how to effectively test your code to ensure that you can deploy it to users with confidence. Object-oriented programming in Apex is also covered in-depth to ensure that you can develop dynamic solutions and build for the future.

The Salesforce Book for Beginners to advanced book also discusses and shows developers how to integrate with third-party solutions using REST APIs in Apex.

By the end of the book, the reader will know how to start developing applications using Apex with confidence.

What will you learn

  • Learn how to declare variables in Apex.
  • Understand how to work with collections in Apex.
  • Use different control statements within Apex to control program flow.
  • Learn how to use the built-in tools to test in Apex.
  • Understand how to make callouts to external applications and data sources.

Who this book is for

This book is intended for those starting out with Apex, whether existing Salesforce Admins or those joining the Salesforce ecosystem with little professional prior programming experience, such as students. The reader is expected to have some basic familiarity with Salesforce as a platform, although key concepts are reviewed.

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Practical Salesforce Development Without Code: Building Declarative Solutions on the Salesforce Platform

Use this hands-on guide to build powerful solutions on the Salesforce platform without using a single line of code. This revised and expanded second edition includes Process Builder, Flow Builder, Lightning App Builder, Lightning Bolt Solutions, and more.

Practical Salesforce Development Without Code shows you how to unlock the power of the Salesforce platform to solve real business problems. Adhering to Salesforce’s “clicks, not code” mantra, Salesforce expert Phil Weinmeister walks Salesforce newcomers and veterans through different business problems and identifies effective―and proven―approaches to solutions using the platform’s declarative framework.

By adopting this book as your guide, you will learn how to deliver business solutions within Salesforce by combining analysis, creativity, and logic with core elements such as validation rules, workflow rules, processes, flows, formula fields, and Lightning apps. In addition, Weinmeister dissects and explains the most useful functions and features for declarative developers and shows you how to use them.

Best of all, Weinmeister uses real-life business scenarios and visuals. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are enabled, equipped, and empowered.

What You’ll Learn

  • Build objects, fields, and relationships to establish a sensible data model
  • Automate business processes by using Workflow, Process Builder, and Flow
  • Utilize functions and develop formulas effectively for a variety of business needs
  • Develop approval processes to handle exception scenarios
  • Employ actions to easily create efficient and relevant user experiences
  • Manage your environments and deploy your solutions

Who This Book Is for

Business analysts, Salesforce administrators, and Salesforce developers

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Automating Salesforce Marketing Cloud: Reap all the benefits of the SFMC platform and increase your productivity with the help of real-world examples

Salesforce Marketing Cloud (SFMC) allows you to use multiple channels and tools to create a 1:1 marketing experience for your customers and subscribers. Through automation and helper tasks, you can greatly increase your productivity while also reducing the level of effort required in terms of volume and frequency.

Automating Salesforce Marketing Cloud starts by discussing what automation is generally and then progresses to what automation is in SFMC. After that, you’ll focus on how to perform automation inside of SFMC all the way to fully running processes and capabilities from an external service. Later chapters explore the benefits and capabilities of automation and having an automation mindset both within and outside of SFMC. Equipped with this knowledge and example code, you’ll be prepared to maximize your SFMC efficiency.

By the end of this Salesforce book, you’ll have the skills you need to build automation both inside and outside of SFMC, along with the knowledge for using the platform optimally.

What you will learn

  • Understand automation to make the most of the SFMC platform
  • Optimize ETL activities, data import integrations, data segmentations, email sends, and more
  • Explore different ways to use scripting and API calls to increase Automation Studio efficiency
  • Identify opportunities for automation with custom integrations and third-party solutions
  • Optimize usage of SFMC by building on the core concepts of custom integrations and third-party tools
  • Maximize utilization of employee skills and capabilities and reduce operational costs while increasing output

Who this book is for

This book is for Salesforce Marketing Cloud users who want to know how to make their day to day lives more efficient and get the most out of the tool by working smarter, not harder. A solid understanding of SFMC and basic knowledge of what automation is will help you get the most out of this book.

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Practical Guide to Salesforce Experience Cloud: Building, Enhancing, and Managing a Digital Experience with Salesforce

Author Philip Weinmeister, Salesforce MVP and the only recipient of the “Community Cloud MVP” Trailblazer award from Salesforce, leads you through the ins and outs of Salesforce Experience Cloud and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform.

This completely revised edition updates all content to reflect the new “experience-centric” branding and a slew of platform updates from the last few years (including screenshots, terminology, features, etc.). Net new content includes Salesforce CMS, the Experience Cloud Consultant certification exam, and Mobile Publisher, among other topics.

The book takes you through the entire process: from planning and designing a site to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided for key components, templates, and features such as Experience Builder, Audience Targeting, Lightning Bolts, and much more.

What You Will Learn

  • Plan and design a site using Experience Cloud
  • Conceptualize how employees, partners, and customers use and benefit from Salesforce sites
  • Use Experience Builder and Lightning components within an Experience Builder template
  • Apply topics and knowledge articles to a site to increase value and adoption
  • Build and display rich content within a site using Salesforce CMS
  • Create dynamic and personalized user experiences with audience targeting
  • Build, export, and import unique templates with the Lightning Bolt solution framework
  • Provide site data for members or site managers

Who This Book Is For

Salesforce administrators, developers, functional architects, business analysts, and site/community managers.

View this Book on Amazon


Up to now, we have discussed the 9 Best Salesforce Books for Beginners, and also some best Salesforce Books for Beginners to Advanced Learners.

Still, if you find some of the Best Salesforce books for beginners to advanced are missing then please comment in the comment section. Thanks for reading the Best Salesforce books for beginners.

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