Are you new to Salesforce? do you want to learn all about it? we got you covered!
The newly released book by our Founder & CEO Sharif Shaalan; Salesforce for beginners will help you learn everything about Salesforce from scratch.
Founder & CEO Sharif Shaalan has been a thought leader in the Salesforce space for more than a decade. Having worn every hat in the ecosystem from top selling sales rep to technical architect gives him a unique perspective on solving business problems and assembling the right team for each implementation. Leading Enterprise level projects such as Girl Scouts of the USA and NYU Abu Dhabi, to name a few, allowed him to focus on large data volume and bring proven methodologies and best practices to Agile Cloud Consulting.
In 2013 he was chosen as a Salesforce MVP for his expertise in the domain. He has been renewed every year since until being inducted into the Salesforce MVP Hall of Fame in March 2020, which makes him a Salesforce MVP for life. Sharif has 10+ Salesforce certifications, is an avid Salesforce community contributor, a recurring Dreamforce speaker, hosts the yappexchange podcast, and started the first Salesforce inspired comic strip called “Agile Clouds”
We asked Sharif Shaalan some questions about the book and the whole experience.
Tell us about your book Salesforce for beginners?
This book is for someone who has no experience and wants to learn Salesforce. It is split into three sections (Core CRM, Administration, and Automation). The book is written in a linear fashion and is a great compliment to Trailhead.
What inspired you to start writing your book?
I have been helping many people learn Salesforce. Each time I would send them to Trailhead, but spend many hours with them explaining core concepts. I wanted to put out content that can be used by beginners as sort of a text book that can be used as they learn.
How did you research your book?
From my experience : ). I have been working on the platform hands on for 12 years and have 10 certifications, so I’m very up to speed on anything Salesforce.
How was the writing process?
The process was good. I had 2-3 weeks per chapter. There are content editors and technical reviewers that proof the chapters and give feedback which I can choose to apply if I feel it is needed. Overall I had a great experience.
How long did it take you to finish your book?
It took me about a year with 2-5 hours per week of writing. It was spread out due to my work obligations. I was able to focus a bit more time to it towards the end due to the quarantine.
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.
Key Features
- Understand how to use core Salesforce objects for maximum efficiency
- Build various dashboards and reports to analyze results and improve visibility in your business processes
- Learn the basics of Salesforce administration and mobile app set up
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
Get the book NOW on Amazon
