5 Beginner-Friendly Salesforce Books to Start Your Journey

Recommended by Salesforce MVP Eric Dreshfield and other experts, these books guide newcomers through fundamentals and career growth.

Updated on June 27, 2025
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Every expert in Salesforce started exactly where you are now—with curiosity and a desire to learn. Salesforce's growing influence across industries makes it an accessible platform to master, whether you aim to streamline sales, build apps, or design engaging user experiences. The journey begins with a strong foundation, combining practical know-how and confidence.

Eric Dreshfield, a Salesforce MVP Hall of Fame inductee and founder of Midwest Dreamin', knows firsthand how critical clear guidance is for beginners. Eric praises the book "Salesforce for Beginners" for covering everything from CRM basics to advanced topics in an approachable, well-structured way with helpful quizzes to confirm understanding.

While these beginner-friendly books provide excellent foundations, readers seeking content tailored to their specific learning pace and goals might consider creating a personalized Salesforce book that meets them exactly where they are. This option ensures your learning path fits your unique background and ambitions, making growth both manageable and enjoyable.

Best for complete Salesforce beginners
Eric Dreshfield, a Salesforce MVP Hall of Fame inductee and founder of Midwest Dreamin', recommends this guide for anyone new to Salesforce. He praises how it covers everything from the basics of CRM to complex topics like Assignment Rules and Approval Processes in clear language with plenty of screenshots. Eric highlights the chapter quizzes as a useful tool to confirm your understanding, making it a solid choice to build your Salesforce foundation confidently.

Recommended by Eric Dreshfield

Salesforce MVP Hall of Fame; Midwest Dreamin' Founder

From the basic topic of ‘What is CRM’ to the more advanced topics of Assignment Rules and Approval Processes, this book has it all. Well written, in a manner that is easy to comprehend, coupled with screen-shots aplenty, Sharif & Timothy have created the ultimate guide for Salesforce newbies. And if you’re wondering if you really “get it”, each chapter concludes with a quiz to help you assess your understanding of the topics.

2022·532 pages·Salesforce, Salesforce Development, Sales, Marketing, Automation

What if everything you knew about starting with Salesforce was missing the practical structure Sharif Shaalan and Timothy Royer offer here? Drawing from Sharif’s deep experience—spanning sales rep to Salesforce MVP Hall of Fame inductee—the book walks you through the essentials like managing leads, configuring security, and designing automation flows with clear examples and screenshots. You’ll gain a hands-on understanding of campaigns, dashboards, and approval processes, supported by quizzes that test your grasp after each chapter. If you’re new to Salesforce or aiming to build foundational admin skills, this book supplies the tools and insights to confidently navigate the platform’s core capabilities without overwhelming jargon.

Published by Packt Publishing
Second Edition Release
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Best for aspiring Salesforce professionals
Martin Gessner is known in the Salesforce community for his highly regarded Salesforce credentials training. He has helped thousands of Salesforce professionals learn Salesforce, develop their careers, and prepare for certifications. This book reflects his deep understanding of what beginners need, offering a clear roadmap to launch and advance your career in the Salesforce ecosystem. His approachable teaching style and practical insights make this guide especially valuable for those starting their journey or looking to move up the ladder.
2020·426 pages·Salesforce, Career Development, Job Search, Certification, Professional Growth

What makes Martin Gessner's book uniquely approachable is how it breaks down the overwhelming Salesforce ecosystem into manageable career paths, tailored to your individual skills and lifestyle preferences. Drawing from his extensive experience training thousands within the community, Gessner offers detailed case studies and day-in-the-life examples that demystify roles from administrators to architects. You’ll learn not only how to find and secure the right job but also strategies for advancing once you’re inside the ecosystem, regardless of your formal education or technical background. This guide suits anyone looking to start or grow a Salesforce career without getting lost in jargon or generic advice.

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Best for personalized learning pace
This AI-created book on Salesforce basics is crafted specifically for you, using your background and goals to shape the content. Unlike one-size-fits-all guides, it focuses on what you need to learn at a comfortable pace, easing you into the platform without overwhelm. By tailoring the experience to your skill level and interests, it helps you build confidence while covering essential concepts. This personalized AI book makes starting your Salesforce journey approachable and effective.
2025·50-300 pages·Salesforce, Salesforce Basics, CRM Fundamentals, User Navigation, Data Management

This tailored Salesforce Starter Blueprint offers a personalized, beginner-friendly introduction to the Salesforce platform, designed to fit your background and pace. It explores foundational concepts such as CRM basics, data management, and user navigation, gradually building your confidence with hands-on examples that match your skill level. By focusing on your specific interests and goals, this book removes overwhelm and emphasizes a comfortable learning progression. You’ll engage with clear explanations and practical exercises that make mastering Salesforce approachable and rewarding. This personalized guide addresses your unique journey, ensuring you gain essential knowledge while avoiding unnecessary complexity, making it an ideal starting point for newcomers.

Tailored Guide
Comfort-Focused Learning
1,000+ Happy Readers
Paul Goodey, author of Salesforce CRM Admin Cookbook and Salesforce CRM - The Definitive Admin Handbook by Packt Publishing, brings over 25 years of experience in web technology and has been working with Salesforce CRM since 2006. His extensive background as a developer, analyst, and certified administrator shines through in this beginner-friendly guide. Paul’s deep involvement in Salesforce communities and varied roles inform a clear and approachable teaching style, making this book ideal for those looking to build apps on the Salesforce Lightning Platform and earn their Platform App Builder certification.
2020·412 pages·Salesforce, Salesforce Development, App Building, Data Modeling, User Interface

This book removes barriers for newcomers eager to master app building on the Salesforce Lightning Platform. Paul Goodey draws on his 25 years of web technology experience and deep familiarity with Salesforce to walk you through designing data models, customizing user interfaces, and implementing business logic without code. You’ll find clear explanations of importing/exporting data, securing access, and managing application lifecycles, all geared toward helping you prepare for the Platform App Builder certification. If you want a solid foundation in declarative app development and confidence to pass the exam, this guide is tailored to your needs.

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Best for beginners interested in UX design
"The Reluctant UXer's Field Guide to Salesforce Design" offers a fresh take on Salesforce by focusing on making its design approachable for those new to the platform. Stephy Hogan’s expertise shines through as she breaks down complex Salesforce features into digestible, engaging lessons that help you craft functional and attractive interfaces. This book is especially helpful if you want to move beyond the typical, uninspired Salesforce layouts and create environments that users find intuitive and enjoyable. It’s a practical starting point for admins and designers eager to gain confidence and skill in Salesforce UX.
2024·114 pages·Salesforce, User Experience, Design, Dynamic Forms, Screen Flows

What happens when a seasoned UX designer tackles Salesforce? Stephy Hogan's guide demystifies Salesforce design by making it approachable and even enjoyable for newcomers. You’ll explore practical topics like dynamic forms, screen flows, and the Experience Builder, all explained with a relatable tone that keeps the material from feeling overwhelming. Her insights help you move beyond clunky, sterile interfaces to create Salesforce environments that users actually want to engage with. Whether you’re an admin or just starting out, this book equips you with tangible skills to improve usability and design aesthetics.

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Best for novices learning Salesforce coding
Nasir Watts brings over a decade of technical consulting experience to this guide that bridges JavaScript and Salesforce development. This book stands out by focusing on fundamental JavaScript concepts while directly applying them to Salesforce’s Lightning Web Components framework. It’s crafted for newcomers who want to understand how to use JavaScript effectively within Salesforce, offering a learning path that encourages exploring official documentation alongside practical examples. Whether you’re just starting or refining your development skills, it provides a thoughtful approach to mastering JavaScript in a Salesforce context.
2023·148 pages·Salesforce Development, JavaScript, Salesforce, Software Development, Lightning Web Components

Nasir Watts, a seasoned technical consultant with over ten years of experience, wrote this book to demystify JavaScript's critical role within Salesforce development. You will find clear explanations of JavaScript fundamentals like syntax, data structures, and asynchronous programming, all tailored to Salesforce’s Lightning Web Components. Watts draws on his own learning curve to simplify complex topics, making this a practical guide for anyone looking to grasp how JavaScript powers dynamic, responsive Salesforce applications. While it covers essential coding concepts, it specifically highlights their application within Salesforce, helping you build more effective and engaging solutions.

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Best for custom learning paths
This personalized AI book about Salesforce app building is created based on your background and skill level. By sharing which declarative tools and concepts interest you most, plus your learning goals, you get a book crafted exactly for your pace and focus areas. This makes mastering Salesforce app creation manageable and tailored to your comfort, avoiding overload while building your confidence step-by-step.
2025·50-300 pages·Salesforce, Salesforce Basics, Declarative Tools, App Design, Flow Automation

This tailored book reveals the essentials of Salesforce declarative app building through a learning experience customized to your background and goals. It explores core declarative tools such as Flow Builder, Process Builder, and Lightning App Builder, guiding you progressively from foundational concepts to confident app creation. By focusing on your interests and pacing, it removes overwhelm and nurtures skill development with content designed to match your comfort level. The book examines real-world scenarios and common challenges, encouraging practical understanding without coding. This personalized approach helps you gain mastery over Salesforce app building at a pace that suits your experience, ensuring a thorough grasp of declarative techniques and empowering you to build functional business applications effectively.

Tailored Content
Declarative Mastery
1,000+ Happy Readers

Begin Salesforce Learning, Tailored to You

Build confidence with personalized guidance without overwhelming complexity.

Clear Learning Path
Personalized Content
Skill Focused

Thousands of Salesforce beginners have personalized their learning journey

Salesforce Starter Blueprint
App Builder Secrets
Career Launch Code
UX Design Formula

Conclusion

These five Salesforce books highlight a clear theme: building knowledge progressively and accessibly. If you're completely new, starting with "Salesforce for Beginners" offers a solid grasp of core concepts. From there, "The Salesforce Career Playbook" helps you envision and plan your professional path in the ecosystem. For those interested in app development, Paul Goodey’s certification guide bridges foundational skills with exam readiness.

Design enthusiasts will appreciate "The Reluctant UXer's Field Guide to Salesforce Design," which demystifies user experience in Salesforce environments. And if coding calls to you, "JavaScript for Salesforce Developers" opens the door to customizing the platform with real-world programming.

Alternatively, you can create a personalized Salesforce book that fits your exact needs, interests, and goals to create your own personalized learning journey. Remember: building a strong foundation early sets you up for success in mastering Salesforce and opening new career doors.

Frequently Asked Questions

I'm overwhelmed by choice – which book should I start with?

Start with "Salesforce for Beginners" by Sharif Shaalan and Timothy Royer. It covers CRM basics to essential Salesforce features in a clear, step-by-step way, making it perfect for newcomers to build confidence.

Are these books too advanced for someone new to Salesforce?

No. The selected books focus on beginners' needs. For instance, "Salesforce Platform App Builder Certification Guide" offers approachable lessons on app building without assuming prior experience.

What's the best order to read these books?

Begin with foundational knowledge from "Salesforce for Beginners." Then explore career strategies with "The Salesforce Career Playbook." Follow with app building and design books based on your interests.

Should I start with the newest book or a classic?

Focus on beginner-friendly content and teaching style rather than publication date. For example, Sharif Shaalan’s 2nd edition book is recent and highly recommended for clear explanations.

Will these books be too simple if I already know a little about Salesforce?

Some books like "JavaScript for Salesforce Developers" cater to learners ready to expand skills, while others solidify fundamentals. You can pick based on your current level and goals.

How can I get learning material tailored exactly to my Salesforce goals and experience?

While expert books lay strong foundations, personalized Salesforce books adapt to your pace, background, and goals. They complement expert insights by focusing on what you need most. Learn more here.

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