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Best Salesforce Books You Must Read

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1. Salesforce.com For Dummies (For Dummies (Computer/Tech)) (2016)

Your all-access guide to reaping the benefits of Salesforce.com

Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Written by Salesforce.com insiders with years of experience in customer relationship management (CRM) solutions, Salesforce.com For Dummies gives you an edge in building relationships and managing your company’s sales, marketing, customer service, and support operations. You’ll discover how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, create accurate projects based on past performance, and so much more.

A customizable, on-demand CRM solution, Salesforce.com allows businesses to organize and manage all of their customer information—leads, opportunities, contacts, accounts, cases, and solutions—in one place. Whether you’re a Windows or Mac user, this down-to-earth, friendly guide shows you how to maximize Salesforce.com’s capabilities to close deals faster, gain real-time visibility into sales, and collaborate instantly.

  • 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

If you’re new to Salesforce.com or an existing user looking for the latest tips and tricks to maximize its potential, this friendly guide has you covered.

Author(s): Liz Kao, Jon Paz

2. Teach Yourself VISUALLY Salesforce.com (Teach Yourself VISUALLY (Tech)) (2015)

The highly visual, step-by-step guide to getting the most out of Salesforce.com

Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world’s number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You’ll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly.

This book is your ultimate guide to optimizing Salesforce.com capabilities, helping you leverage your data into added value for your business.

  • Choose the right Salesforce.com edition to suit your needs
  • Master the latest and most helpful features
  • Personalize your system for a tailor-made CRM solution
  • Manage accounts, develop contacts, track inventory, and more

Author(s): Justin Davis, Kristine Curington

3. Practical Salesforce.com Development Without Code: Customizing Salesforce on the Force.com Platform (2014)

Are you facing a challenging Salesforce.com problem–say, relating to automation, configuration, formulation, or reporting–that you can’t quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient? Practical Salesforce.com Development Without Code shows you how to unlock the power of the Force.com platform to solve real business problems–and all without writing a line of code. Adhering to Salesforce.com’s “clicks, not code” mantra, Salesforce.com expert Phil Weinmeister walks you through different business problems and identifies effective, creative–and proven–approaches to solutions using the platform’s declarative framework.

If you are a Salesforce.com administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions–and now. By adopting Practical Salesforce.com Development Without Code as your guide, you will learn how to deliver business solutions within Salesforce.com by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, and formula fields. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to:

  • Build objects, fields, and relationships to establish a sensible data model
  • Automate business processes by using workflow rules and flows (Visual Workflow)
  • Utilize functions and develop formulas effectively for a variety of business needs
  • Develop intricate approval processes to handle exception scenarios
  • Employ publisher actions to drive additional functionality from the Chatter feed
  • Manage your data using Data Loader

Best of all, Weinmeister uses real-life business scenarios and visuals to keep you engaged and learning something new with every page you read. Practical Salesforce.com Development Without Code will help you absorb the principles behind dozens of creative and thoughtful ways to solve your business problems. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are well satisfied and productive.

What you’ll learn

  • How to develop within Salesforce.com without the use of code
  • How to deliver business solutions within Salesforce.com using various native elements, including validation rules, workflow rules, formula fields, and flows
  • Effective use of various Force.com features

Who this book is for

The target audience consists of those looking to solve business problems within Salesforce.com without using code. That includes analysts, administrators, and consultants. The book also appeals to Salesforce.com developers looking to increase knowledge of configuration-based approaches to solutions. as well as technical professionals who understand configuration and/or development, but are not familiar with the Force.com platform.

Table of Contents

  • The Salesforce.com Data Model: Objects, Fields, and Relationships
  • Formula Functions: Your Building Block in Salesforce.com Formulas
  • All About Formula Fields
  • Automating Your Business with Salesforce.com Workflow Rules
  • Enforcing Your Business Rules with Salesforce.com Validation Rules
  • Building Effective Approval Processes for Your Business
  • Use Entitlements and Milestones to Drive Case Automation
  • Producing Advanced Automation with Visual Workflow
  • Develop Friendlier Solutions with Custom Settings
  • Streamline Your Process with Publisher Actions
  • Using Web-to-Lead Effectively and Creatively
  • Customizing the Look and Feel of Salesforce.com for Your Users
  • Useful Features and Options for Building Reports in Salesforce.com
  • Applying the Proper Security Model to Support Your Solutions
  • Managing Your Salesforce.com Data with Data Loader
  • Managing Your Environments and Deploying Your Solutions
  • Next Steps in Your Path to Development Excellence

Author(s): Philip Weinmeister

4. Lightning Sales Ops: Building Salesforce for Sales Development Teams (2017)

In recent years, sales development has emerged as a critical discipline and lever for revenue growth. It has been billed as “the hottest job in sales” and “the most important sales process innovation in 10 years.” For all the attention and buzz the SDR role has received, the way companies support sales development in Salesforce hasn’t advanced much in a decade. Ask yourself, do your SDRs often remark about how much they love using Salesforce? Do they feel bad for peers at other companies with poorly configured CRMs? Are they thankful that, unlike those poor sods, they aren’t drowning in manual steps and byzantine processes? This probably isn’t a sentiment you hear very often. The focus of this book is making Salesforce work for your reps. Lightning Sales Ops shares strategies and stories for streamlining process, boosting productivity, and achieving “legendary” status as a button-click admin.

Author(s): Matt Bertuzzi

5. Salesforce CRM – The Definitive Admin Handbook – Fourth Edition (2016)

Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques

About This Book

  • See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM
  • This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features
  • Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application
  • Identify what is covered to create your own improved study guide for the certified administrator examination

Who This Book Is For

This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM.

What You Will Learn

  • Manage and administer user records and password policies
  • Configure and control the various organization-wide user interface features in Salesforce CRM
  • Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms
  • Apply organization security
  • Understand the capabilities of the Salesforce CRM sharing model
  • Create, delete, and customize fields, page layout, and list views for custom and standard objects
  • Find out how Apex and Visualforce coding can be used in Salesforce CRM
  • Implement the mechanisms for data management
  • Discover the tools to import, update, transfer, and mass delete data

In Detail

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals.

At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.

Style and approach

This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.

Author(s): Paul Goodey

6. Beginning Salesforce Developer (2017)

Get started developing on the Force.com platform in no time. With step-by-step guidance, starting with setting up your developer environment and progressing through to deploying to production, you will learn industry best practices to release robust custom applications with tangible benefits to your company or your client.

Geared specifically toward beginning developers, Beginning Salesforce Developer establishes a strong understanding of basic code constructs through examples. Rather than simply explaining how to use the platform, you will receive a comprehensive understanding of why, allowing you to address platform quirks and “gotchas” that might occur. The book also serves to lay the foundation for continuing on to Salesforce Developer Pro.

What You’ll Learn
  • Configure your Salesforce development environment
  • Understand the Salesforce data model and query languages
  • Create basic Apex triggers
  • Use standard controllers with basic Visualforce pages
  • Utilize Visualforce with custom-built Apex controllers
  • Write test coverage

Who This Book Is For

Salesforce administrators who wish to transition into developing on the Force.com platform. The book also serves as a quick immersion into the world of development for complete beginners through proprietary Salesforce development languages on the Force.com platform.

Author(s): Michael Wicherski

7. Salesforce Marketing Cloud For Dummies (2017)

Salesforce Marketing Cloud: Take your digital marketing on a journey!

Everything seems to be moving to the cloud these days—and digital marketing is no exception! Salesforce Marketing Cloud For Dummies guides you through the use of Salesforce’s exciting suite of cloud-based digital marketing solutions, which have the power to help you plan, personalize, and optimize your customers’ journey. Written by a leader of the Salesforce training and development team, Salesforce Marketing Cloud users will find essential information on using the suite of tools and tips and tricks that only an insider would be able to share. With easy-to-follow instructions, this guide helps you discover how to incorporate your data sets into the tools to create models, campaigns, and customer maps that enable you to create a positive experience for your customers.

As Salesforce.com’s multi-channel digital marketing platform, the Salesforce Marketing Cloud focuses on helping you manage one-on-one customer journeys. Leveraging a variety of features, this suite of tools offers email marketing, mobile marketing, social media marketing, content and messaging, predictive intelligence, and more. Your ability to navigate these features and functions will determine your digital marketing campaign’s success, so it’s critical that you make the most of this tool!

  • Navigate and manage the Salesforce Marketing Cloud
  • Define and understand your customers’ journeys—and how you fit into them
  • Engage your customers across devices, ensuring consistent communication
  • Use predictive data to optimize engagement

Salesforce Marketing Cloud For Dummies helps you make the most of your investment in the digital marketing world!

Author(s): Chester Bullock, Mark Pollard

8. Advanced Apex Programming for Salesforce.com and Force.com (2015)

Beyond the Force.com documentation – Third edition

Advanced Apex Programming for Salesforce.com and Force.com is neither a tutorial nor a book for beginners. Intended for developers who are already familiar with the Apex language, and experienced Java and C# developers who are moving to Apex, this book starts where the Force.com documentation leaves off.

Instead of trying to cover all of the features of the platform, Advanced Apex programming focuses entirely on the Apex language and core design patterns. You’ll learn how to truly think in Apex – to embrace limits and bulk patterns. You’ll see how to develop architectures for efficient and reliable trigger handling, and for asynchronous operations. You’ll discover that best practices differ radically depending on whether you are building software for a specific organization or for a managed package. And you’ll find approaches for incorporating testing and diagnostic code that can dramatically improve the reliability and deployment of Apex software, and reduce your lifecycle and support costs.

Based on his experience as a consultant, Salesforce MVP and architect of major AppExchange packages, Dan Appleman focuses on the real-world problems and issues that are faced by Apex developers every day, along with the obscure problems and surprises that can sneak up on you if you are unprepared.

This third edition contains updates through Summer 15 (API 34) along with significant new content on asynchronous design patterns, optimization and maintaining Apex applications.

Author(s): Dan Appleman

9. Learn Salesforce Lightning: The Visual Guide to the Lightning UI (2017)

Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming.

Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include:

  • Sales and service management
  • Lightning Apps on the AppExchange
  • Lightning dashboards and reports
  • Lightning security
  • Lightning Process Builder and more

What You’ll Learn

  • Navigate the Salesforce Lightning interface
  • Know where to go in the setup area to make customizations
  • Create dynamic reports and dashboards
  • View Lightning on a mobile device
  • Train other users on common day-to-day activities within Lightning

Who This Book Is for

Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Author(s): Felicia Duarte, Rachelle Hoffman

10. Salesforce.com Secrets of Success: Best Practices for Growth and Profitability (2nd Edition) (2013)

New Tools and Best Practices for Driving More Sales and Profits with Salesforce.com

 

From Chatter to the Service Cloud, Salesforce.com now offers unprecedented opportunities to supercharge business performance. But most SFDC customers won't achieve that potential. Salesforce.com® Secrets of Success, Second Edition, is the one guide that will help you transform these opportunities into profit.

 

Drawing on his personal experience with more than a hundred deployments, David Taber guides you through every aspect of Salesforce.com planning, implementation, and management. Building on a first edition that earned rave reviews, Taber focuses on the most valuable innovations in Salesforce.com’s most recent releases.

 

Reflecting all that’s been learned about making Salesforce.com work, Taber offers results-focused best practices for sales, marketing, customer service, finance, legal, IT, and beyond. You’ll find indispensable new insights into accelerating user adoption, achieving stronger operational results, and overcoming today’s key obstacles to maximizing the value of Salesforce.com.

 

New coverage in this revised edition includes

  • Using the Service Cloud to cut costs, accelerate time to revenue, improve agility, and maximize customer lifetime value
  • Leveraging tablets and smartphones to build your CRM strategy
  • Identifying prospects and delighting customers through Salesforce.com’s Social CRM capabilities
  • Promoting more effective internal and external collaboration with Chatter
  • Identifying best practices for going “all Cloud”—and managing the attendant risks
  • Establishing realistic “hard” and “soft” metrics for everything from productivity and profitability to social CRM performance
  • Discovering today’s most valuable third-party AppExchange products

Together with its companion website (SFDC-secrets.com), this new edition offers updated questionnaires, worksheets, templates, checklists, and other resources for every executive, team member, developer, and stakeholder.  

Author(s): David Taber

11. Salesforce CRM – The Definitive Admin Handbook – Third Edition (2015)

Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

About This Book

  • Updated for Winter ’15, this book provides the latest best-practice Salesforce administration principles, real-world experience, and critical design considerations for setting up and customizing Salesforce CRM
  • A pragmatic guide to the key functions for the customization and set up of the application, related to enterprise security, user and data management, process automation, analytics, and mobile features
  • The features of the Salesforce CRM platform are explored using detailed, step-by-step navigation and descriptions, which offers the reader clear guidance for the customization and administration of the application

Who This Book Is For

This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.

What You Will Learn

  • Configure and control the various organization-wide user interface features in Salesforce CRM
  • Set up and maintain a user and administer appropriate security and login access mechanisms
  • Apply organization security and understand the capabilities of the Salesforce CRM sharing model
  • Create, delete, and customize fields, page layouts, and list views for custom and standard objects
  • Implement the mechanisms for data management and discover the tools to import, update, transfer, and mass delete data

In Detail

The book begins by guiding you through setting up users and security settings and then progresses to configuration, data management, and data analytics. Next, you will swiftly move on to how to set up organization-wide features that affect the look and feel of the application. Process automation, and approval mechanisms are then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. At the end of the book, we cover Salesforce mobile apps and mobile administration, along with techniques to further enhance the system and improve the return on investment.

Prerequisites include Enterprise, Unlimited, Performance, or Developer edition of Salesforce CRM along with the System Administrator permission.

Author(s): Paul Goodey

12. Salesforce CRM Admin Cookbook – Second Edition: Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience (2017)

Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions.

Key Features

  • Implement advanced user interface techniques to improve the look and feel of Salesforce CRM.
  • Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization.
  • Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM.

Book Description

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company’s sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization.

Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework.

What you will learn

  • Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout
  • Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques
  • Improving the data quality in Salesforce CRM and automatic data capture
  • Implement an approval process to control the way approvals are managed for records in Salesforce CRM
  • Increase productivity using tools and features to provide advanced administration
  • Extend Lightning Experience Record Pages to tailor user interaction experience
  • Create Lightning component to implement Search before Create for customer/person accounts

Who This Book Is For

If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed.

Table of Contents

  1. Home is where the heart is…
  2. Making a Picture Paint a Thousand Words…
  3. Automating Salesforce CRM
  4. Improving Data Quality in Salesforce CRM
  5. Implementing Approval Processes
  6. Productivity Tools for Superusers and Advanced Administration
  7. Extending Lightning Experience Record Pages
  8. Advanced Admin – Creating a “Search before Create” Lightning component

Author(s): Paul Goodey