2020 FY21 Investor Day from SEC

Salesforce
arc beats above · slides in the middle · loops below · scroll → 7 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
Includes Salesforce mascot Astro.front_matter
02
Includes specific references to the Slack acquisition, SEC filings (Form S-4, 10-K, 8-K), and contact information for investor relations.front_matter
03
Features Salesforce branding characters (Astro and Codey).front_matter
04
The slide uses two distinct charts to illustrate the shift toward digital transformation.analyze_data
Open slide detailBeat · Situation & ContextLoop · Why Now
05
The chart displays 9 initiatives ranked by priority on a scale of 1.0 to 4.0.prioritize
Open slide detailBeat · Situation & ContextLoop · Why Now
06
The slide uses a 'trailblazer' theme consistent with Salesforce branding.summarize
Open slide detailBeat · Situation & ContextLoop · Why Now
07
The slide uses a hub-and-spoke diagram to illustrate the integration of Slack into the Salesforce product suite.present_framework
Open slide detailBeat · Situation & Context
08
The chart uses a stacked bar format to visualize the composition and growth of the TAM over time, with icons representing each segment.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Build Up
09
Includes mascot imagery and specific Salesforce product pillars.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Build Up
10
Includes Salesforce revenue vs TAM comparison and specific growth drivers for the Service segment.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Build Up
11
Includes Salesforce branding and mascot (Astro).size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Build Up
12
Includes mascot Astro, branding elements, and detailed footnotes regarding methodology.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Build Up
13
The slide uses a combination of a bar chart for market sizing and a callout box for strategic growth drivers.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Build Up
14
The slide serves as a validation of market leadership through third-party analyst recognition.cite_precedent
Open slide detailBeat · Problem & Complication
15
The slide uses a Marimekko-style chart to represent TAM coverage across various industry verticals.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Segmentation Split
16
The heatmap uses color intensity to represent coverage levels and square size to represent relative TAM size.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Segmentation Split
17
Includes Salesforce branding and Einstein mascot illustration.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Benchmark Gap
18
The slide uses a hub-and-spoke layout to represent strategic pillars. Mascots are central to the brand identity.present_framework
Open slide detailBeat · Solution & ApproachLoop · Benchmark Gap
19
The chart highlights Salesforce's dominant position and growth trajectory relative to its main competitors.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Benchmark Gap
20
The chart uses a mountain background to visually represent growth. It includes specific CAGR percentages for core business and Slack integration.size_opportunity
Open slide detailBeat · Solution & Approach
21
Features Salesforce mascot Astro and Codey.transition
Open slide detailBeat · Solution & Approach
22
Uses a 3D cube metaphor to illustrate market segmentation across three dimensions.present_framework
Open slide detailBeat · Solution & ApproachLoop · Zoom In
23
The slide uses donut charts to represent the split of revenue metrics for three strategic pillars.summarize
Open slide detailBeat · Solution & ApproachLoop · Zoom In
24
The chart illustrates the 'Land and Expand' strategy, showing how cohorts grow their ARR over time through additional product adoption (clouds).quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Zoom In
25
The chart uses a combination of a line graph for revenue and stacked bars to represent the addition of new product clouds over time.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
26
The slide uses a dual-axis chart combining bar and line elements to show cohort evolution.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Zoom In
27
The cube represents a multi-dimensional segmentation framework for business management.present_framework
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
28
The slide contrasts 'Subscription Economics' (Lifetime Revenue, Cost to Book, Cost to Serve) with 'Non-GAAP P&L' (Current Period Revenue, COS, S&M, G&A, R&D).present_framework
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
29
The slide includes a humorous disclaimer 'Pro tip: don't use a ruler.' and a note that axis labels are illustrative.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
30
The slide uses a timeline-style arrow visualization to show growth across five distinct metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
31
The slide uses a scatter-plot style visualization to compare segment performance against a Salesforce FY20 attrition benchmark.diagnose
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
32
The slide uses a causal chain flow to connect business activities to financial outcomes.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
33
Includes a Salesforce branding element and a small illustration of Einstein in a plane.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
34
Salesforce branding style with Astro and Codey characters.state_next_steps
35
Includes a disclaimer regarding non-GAAP measures and accounting standards (ASC 606/605).summarize
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
36
The slide uses a waterfall chart to visualize margin dynamics. Includes a disclaimer about the illustrative nature of the data.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
37
The chart uses a mountain background and highlights specific revenue milestones ($5B, $10B, $20B, $50B) to emphasize growth velocity.size_opportunity
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
38
Standard Salesforce closing slide with brand characters.summarize
40
The slide illustrates a hub-and-spoke model with Slack at the center, surrounded by various Salesforce clouds and platform services.present_solution
41
Standard legal disclaimer for third-party research usage.other
43
The slide presents two distinct reconciliation tables side-by-side, one for income from operations and one for sales and marketing expenses, with data split by analyze_data
44
front_matter