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

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First published: May 2020

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Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 80 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor.

Adil Mohammed is a Salesforce Principal Architect with 12 years' experience in IT and 10 years' experience with Salesforce. Adil is a Salesforce Trailblazer, mentor, and community group leader. He has a master's degree in computer science from Governors State University, Chicago.

He is a certified system architect and application architect and holds 21 Salesforce certifications. He is also certified on Apttus Quote-to-Cash and Copado DevOps admin. He has worked with clients from different verticals, including healthcare and life sciences, real estate, non-profit, higher education, security, and technology.

He has integrated Salesforce with different legacy and middleware systems, such as MuleSoft, DataPower, and TIBCO .

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This book will explain Salesforce's functionality within the context of business use cases for end users and admins. The book has been divided into three sections. The first section will take a deep dive into sales, services, and marketing and explains how users in these departments can utilize the Salesforce CRM to maximize efficiency and provide a 360-degree view of constituents.

Next, we will cover the basics of Salesforce administration as a starting point for any aspiring admin. Finally, we will take a deep dive into the automation features that are most frequently used by Salesforce admins on a day-to-day basis.

All of these together will help us understand the various tools and features of Salesforce and help us gain an overview of how it works.

This book is for anyone interested in learning Salesforce as a user and/or as an admin. No prior knowledge of Salesforce is needed. We assume the reader has a basic understanding of sales, services, and marketing business processes.

, Getting Started with Salesforce and CRM , is the first look at the Salesforce CRM. It covers basic CRM concepts, the difference between Classic and Lightning, how to log into and navigate Salesforce, how to search for records, and how to maximize list views.

, Understanding Salesforce Activities