2019 Investor Day from SEC

Salesforce
arc beats above · slides in the middle · loops below · scroll → 10 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

76
every slide · same image gating as the playbook
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Slide 1
This is a standard Salesforce brand cover slide.front_matter
02
front_matter
04
Includes Salesforce branding and nature-themed illustration style.front_matter
05
Includes Salesforce branding and Einstein mascot.front_matter
Open slide detailBeat · Situation & ContextLoop · Time Machine
06
The slide uses a book/chapter metaphor to structure the company's historical and projected growth.front_matter
Open slide detailBeat · Situation & ContextLoop · Time Machine
07
Includes a photo of a Trailblazer and Salesforce branding.quantify_impact
Open slide detailBeat · Situation & ContextLoop · Time Machine
08
Includes a testimonial-style photo of a 'Trailblazer' and specific CAGR metric.quantify_impact
Open slide detailBeat · Situation & ContextLoop · Time Machine
09
Includes a photo of a 'Trailblazer' employee and specific revenue guidance footnotes.quantify_impact
Open slide detailBeat · Situation & ContextLoop · Time Machine
10
The slide uses a background image of a mountain range and a wooden shield graphic to present core values.summarize
Open slide detailBeat · Situation & Context
11
The slide uses a 'trail' or 'journey' metaphor consistent with Salesforce branding.summarize
Open slide detailBeat · Situation & Context
12
The slide uses a nature-themed background (leaves/flowers) typical of Salesforce branding.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Why Now
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The slide uses a mountain-climbing metaphor to represent growth over time.summarize
Open slide detailBeat · Problem & ComplicationLoop · Why Now
14
The chart illustrates market expansion across seven distinct segments over a six-year period.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Why Now
15
The slide uses a hub-and-spoke diagram to position the customer/Einstein AI at the center, surrounded by various business functions.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Zoom In
16
The chart highlights Salesforce's dominant and growing position relative to other major CRM players.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Zoom In
17
The slide uses a stacked bar chart to show the shift in customer base and revenue composition toward multi-cloud adoption.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Zoom In
18
The slide uses a custom matrix to visualize customer penetration across different product clouds.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Zoom In
19
The slide uses a 'trail' metaphor consistent with Salesforce branding, connecting various strategic pillars.summarize
Open slide detailBeat · Solution & ApproachLoop · Funnel Analysis
20
The slide uses a dual-axis approach to show headcount growth (bars) and productivity (line).quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Funnel Analysis
21
The slide uses a pyramid structure to illustrate a tiered sales coverage model.present_framework
Open slide detailBeat · Solution & ApproachLoop · Funnel Analysis
22
The slide uses a two-tier donut chart structure to show revenue sources.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Funnel Analysis
23
The slide uses a donut chart to illustrate the 'Land and Expand' strategy, specifically highlighting the contribution of cross-selling to the installed base.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Funnel Analysis
24
The chart illustrates the breakdown of RPO into current and noncurrent components, highlighting the company's sustained growth.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Funnel Analysis
25
The slide uses a 'trail' or 'journey' metaphor, common in Salesforce branding, to connect strategic pillars.present_framework
Open slide detailBeat · Solution & Approach
26
The slide uses a nature-themed background. The chart shows a shift in revenue composition towards enterprise customers.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
27
The slide uses a bar chart comparison to show the entry bar for top 10 customers has increased by 4X.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
28
The slide uses a combination of donut charts for market share and stacked bar charts for TAM growth.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
29
Data excludes counts from recent acquisitions, including Tableau. Customer counts are as of Q2 for the fiscal years noted.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
30
The slide uses a series of four circular metrics to illustrate the business impact of industry-specific solutions.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Pattern Hunter
31
The slide uses a 'billboard' visual metaphor to present partner metrics and a logo grid of key consulting partners.establish_context
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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The slide uses a visual metaphor of a signpost in a garden to present ecosystem data.establish_context
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
33
The chart highlights a 29% CAGR for international revenue over the four-year period.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
34
The slide uses a map background to anchor photos of regional leaders, emphasizing local autonomy.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
35
Includes a photo of a Trailblazer and Salesforce branding.summarize
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
36
The slide uses a hub-and-spoke layout with Salesforce at the center and partner logos surrounding it.establish_context
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
37
The slide uses a 'trail' or 'journey' metaphor with map-pin style icons to represent different strategic focus areas.present_framework
Open slide detailBeat · Solution & Approach
38
The slide uses a grid of icons to represent the breadth of the Salesforce product ecosystem.other
Open slide detailBeat · Solution & ApproachLoop · Precedent
39
The slide uses a custom icon-grid layout to represent the product ecosystem.present_solution
Open slide detailBeat · Solution & ApproachLoop · Precedent
40
The slide uses an icon-grid layout to categorize Salesforce's offerings.other
Open slide detailBeat · Solution & ApproachLoop · Precedent
41
The slide uses a matrix-like structure to compare three strategic M&A pillars.present_framework
Open slide detailBeat · Solution & ApproachLoop · Precedent
42
The slide uses a hub-and-spoke visual metaphor to show how external acquisitions (outer labels) complement the central Salesforce platform (inner icons).present_framework
Open slide detailBeat · Solution & ApproachLoop · Precedent
43
The slide highlights 15 executives, with three marked as 'NEW'.other
Open slide detailBeat · Solution & ApproachLoop · Precedent
44
The chart shows how RPO fair value adjustments (write-downs) persist over contract lengths, with a visual representation of the adjustment shrinking over time.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Precedent
45
The slide uses a forest-themed background and a wooden signpost graphic to present financial data.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Precedent
46
Includes a callout for Pardot revenue. Footnotes explain the calculation methodology for revenue and growth metrics.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Precedent
47
Salesforce branding present.front_matter
Open slide detailBeat · Evidence & Proof
48
The cube represents a multi-dimensional segmentation framework for business management.present_framework
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
49
The slide uses a chalkboard aesthetic to present definitions.present_framework
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
50
The slide uses a chalkboard aesthetic to present a mathematical model of unit economics.present_framework
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
51
The slide uses a chalkboard aesthetic to present a conceptual trade-off model between growth and unit economic margin.present_framework
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
52
The slide uses a chalkboard aesthetic to present a trade-off framework.present_framework
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
53
The slide uses a chalkboard aesthetic to present a trade-off curve.compare_options
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
54
The slide uses a chalkboard aesthetic to present a 'frontier' trade-off model.present_framework
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
55
The slide uses a chalkboard aesthetic to present a growth-margin trade-off framework.present_framework
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
56
The chart uses a chalkboard aesthetic to present a negative correlation between growth and unit margin.analyze_data
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
57
The slide uses a chalkboard aesthetic to present a growth vs. margin frontier framework.present_framework
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
58
The slide uses a chalkboard aesthetic to present a 'frontier' trade-off model.present_framework
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
59
The slide uses a consistent visual framework to compare performance metrics across different product clouds.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · 2x2 Matrix
60
The chart uses a chalkboard aesthetic to visualize a trade-off between growth and unit economic margin.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Before After
61
The slide uses a chalkboard aesthetic to present a conceptual growth vs. margin trade-off chart.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
62
The chart uses a chalkboard aesthetic to present a growth vs. unit economic margin trade-off.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
63
The chart illustrates a long-term trend of customer retention improvement.summarize
Open slide detailBeat · Evidence & ProofLoop · Before After
64
The slide uses a combination of bar charts for revenue and line charts for operating margins to demonstrate the 'balancing' act.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
65
Includes CAGR metrics and credit ratings from S&P and Moody's.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
66
Uses a bridge/waterfall structure to explain margin movement.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
67
The slide uses a 'trail' metaphor consistent with Salesforce branding. It acts as a summary of a larger presentation.summarize
Open slide detailBeat · Impact & Next Steps
68
The chart uses a mascot (Astro) on a rocket to visualize growth trajectory.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Benchmark Gap
69
The slide uses a billboard metaphor to present the data.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Benchmark Gap
70
The slide uses a billboard metaphor to present data on corporate growth sustainability.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Benchmark Gap
71
The slide uses a billboard metaphor to present data on corporate growth sustainability.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Benchmark Gap
72
The slide uses a billboard metaphor to present data on corporate growth sustainability.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Benchmark Gap
73
The chart plots revenue growth against years since company founding, showing Salesforce's superior growth rate.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Benchmark Gap
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This is a standard Salesforce closing slide featuring their mascot characters.summarize
76
Includes historical data across ASC 606 and ASC 605 accounting standards.analyze_data