The Salesforce playbook for executive teams.
Executive teams need a clear, real-time view across the business, sales, marketing, service, finance, operations, and the analytical infrastructure to make decisions confidently. We build the executive dashboards, strategic planning systems, and integration architectures that give leadership the visibility they need.
- 12 chapters
- 5 day-to-day workflows
- 4 products in depth
- 7,497 words
What's inside.
Written by our Salesforce consultants for executive teams. Read it start to finish or go straight to the chapter you need.
Salesforce for executive teams: where it pays off
6 patterns that work for executive teams, and the platforms we connect.
The problems Salesforce has to solve
The 6 problems a design has to solve, and 4 methods we use on them.
A week in Salesforce: the workflows that matter
5 day-to-day workflows to test any design or demo against.
The Salesforce products, in depth
Tableau, Salesforce Data 360 (Data Cloud), Salesforce Sales Cloud, Salesforce Agentforce: capabilities, when each fits, and buyer questions.
How to roll it out
4 first decisions, plus step-by-step rollout plans for the main products.
The systems to connect
18 systems executive teams most often connect to Salesforce.
Compliance and governance
6 obligations to design for from the start.
What to measure
10 measures, with a baseline worksheet.
Mistakes to avoid
The errors we are most often called in to fix, and what to do instead.
Questions teams ask
5 questions executive teams ask before and after go-live.
Results from our projects
6 results from Abstrakt Solutions projects.
Next steps
Free assessments and how to reach a consultant.
Two of the workflows inside.
What executive teams actually do in Salesforce when it is set up well. The playbook covers 5, plus rollout plans, metrics and mistakes to avoid.
Get the full playbook →- Forecast call preparationBefore the weekly forecast call, the CEO and CRO open Sales Cloud forecasting to compare committed, best-case and pipeline figures by region. They drill into deals that moved categories since last week, read the rep's notes on the opportunity, and arrive with specific questions instead of spending the meeting asking what changed.
- Strategic account reviewAhead of a meeting with a top customer, an executive opens the account record to see open opportunities, active cases, recent escalations and contract dates together. An Agentforce-generated summary highlights recent activity and open risks, so the leader walks in knowing the relationship's real condition, not just the latest email thread.
Who wrote it.
Abstrakt Solutions is a Salesforce Select partner based in St. Louis, with 108 Salesforce certifications and a 4.95 out of 5 rating from 92 reviews on Salesforce AgentExchange (formerly AppExchange).
