The right thing to send, at every stage of the deal.

109 resources in one place. Filter by deal stage, cloud, industry or type. Items marked Share with customer are written for buyers; the rest are for you.

34 case studies
12 industry playbooks
12 team playbooks
12 buyer's guides
4 templates
4 assessments
10 battlecards
10 AE lessons
3 news explainers
3 guides
5 tools

Resources

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109 items · Sorted by Type · All resources


Sync Payments brings Claude into Salesforce workflows for recognition and pipeline insightsAbstrakt Solutions connected Claude to Sync Payments’ Salesforce data for recurring team recognition and pipeline analysis. A separate pilot introduced follow-up task creation with human approval.	Case studyFinancial Services / Payments	Share with customer	Evaluation, Closing	Agentforce and AI, Sales Cloud, Professional Services
Abstrakt Marketing Group brings Claude into call intelligence, quality scoring, and sales trainingAbstrakt Solutions helped its client Abstrakt Marketing Group deploy Claude-powered call summaries, Salesforce scorecards, and interactive sales training. Our founding team first built out Salesforce at Abstrakt Marketing Group. The two companies share ownership but operate separately, and this story describes client work.	Case studyB2B Marketing	Share with customer	Evaluation, Closing	Agentforce and AI, Sales Cloud, Professional Services
A building-products manufacturer grew new accounts 203% after replacing mailed-in paper forms with SalesforceA window manufacturer whose reps still mailed in handwritten forms moved to Sales Cloud and grew from 34 to 103 new accounts in a single year.	Case studyManufacturing	Share with customer	Evaluation, Closing	Sales Cloud, Manufacturing
A business lender processing 24,000 leads a month built AI lead scoring and a Data 360 (formerly Data Cloud) roadmap to protect a limited sales teamA lender receiving 24,000 leads a month, of which only 400 completed an application, needed scoring and AI agents so a limited sales team could focus on the best prospects.	Case studyFinancial Services / Lending	Share with customer	Evaluation, Closing	Data 360, Agentforce and AI, Mortgage & Lending
A biotech startup cut support time 30% with Service Cloud AI agents and MuleSoft integrationA fast-growing synthetic-DNA manufacturer used Service Cloud, Agentforce, and MuleSoft to absorb rising support volume without adding headcount.	Case studyBiotechnology	Share with customer	Evaluation, Closing	Service Cloud, Agentforce and AI, Health & Life Sciences
A telecom-infrastructure contractor used Document AI and Agentforce to read forms its existing tools could notA tower-construction company automated extraction of checkbox-heavy inspection forms and added natural-language project analysis after spending 60+ hours failing to do it alone.	Case studyTelecommunications & Infrastructure	Share with customer	Evaluation, Closing	Data 360, Agentforce and AI, Construction
A multi-region technology-services firm reached a 98% Salesforce health-check score in a 20-hour JumpstartAn IT and cybersecurity company operating across North America and the Middle East configured Sales Cloud for multi-entity, multi-currency operations and scored 98% on the Salesforce health check.	Case studyTechnology Services	Share with customer	Evaluation, Closing	Sales Cloud, Professional Services
A fee-only RIA automated post-meeting client surveys while staying SEC-compliantA registered investment advisor automated client feedback and prospect nurture journeys in Marketing Cloud Account Engagement without breaking SEC supervision requirements.	Case studyWealth Management	Share with customer	Evaluation, Closing	Marketing, Wealth Management
A broker-dealer got a custom capital-raising system on Salesforce with 5+ objects and complex commission splitsA broker-dealer with 140+ associated persons used custom objects and automation to track both sides of capital-raising deals inside Salesforce.	Case studyPrivate Equity & Capital Markets	Share with customer	Evaluation, Closing	Sales Cloud, Financial Services Cloud, Private Equity
An insurance agency replaced Google Sheets with Sales Cloud and strict per-agent record privacyA multi-agent insurance agency moved off spreadsheets to Sales Cloud with private contact ownership so agents could not see each other’s clients.	Case studyInsurance	Share with customer	Evaluation, Closing	Sales Cloud, Insurance
A commercial real-estate firm generated 200+ inbound leads in six weeks after a Sales Cloud + Account Engagement overhaulA commercial real-estate company modernized from Salesforce Classic to Lightning, added Account Engagement, and captured 200+ leads in the first six weeks of the year with no outbound.	Case studyCommercial Real Estate	Share with customer	Evaluation, Closing	Marketing, Sales Cloud, Professional Services
An industrial-services firm rescued a failed $100K Field Service build and cut licensing for 75-100 field workersAfter a previous partner delivered an unusable Field Service system for over $100,000, the company got working multi-day scheduling and license-free tracking for contract labor.	Case studyIndustrial Services	Share with customer	Evaluation, Closing	Sales Cloud, Field Service, Construction
A packaging-automation manufacturer replaced Outlook scheduling with Salesforce Field Service across 37 work typesA maker of custom packaging machines moved field-service scheduling out of Outlook calendars into a properly configured Salesforce Field Service system.	Case studyManufacturing	Share with customer	Evaluation, Closing	Sales Cloud, Field Service, Manufacturing
A painting and construction company went paperless with Field Service mobile and CPQ estimatingA multi-division painting, drywall, and construction firm equipped field crews with a mobile app and guided CPQ estimating with automated square-footage math.	Case studyConstruction	Share with customer	Evaluation, Closing	Revenue Cloud, Field Service, Construction
A scent-marketing manufacturer gave field techs territory-aware inventory on Salesforce mobileA fragrance company managing inventory across 40+ divisions built custom Field Service mobile flows so technicians only see and consume their own territory’s stock.	Case studyManufacturing	Share with customer	Evaluation, Closing	Sales Cloud, Field Service, Manufacturing
A building-products manufacturer unified trade-show marketing and sales with Marketing CloudA building-products company replaced disconnected ActiveCampaign email with Account Engagement integrated to Sales and Service Cloud, finally tying trade-show spend to results.	Case studyManufacturing	Share with customer	Evaluation, Closing	Marketing, Manufacturing
A 50-year aircraft-engine MRO firm automated trade-show capture and nurture with Sales Cloud + Account EngagementA private-equity-backed aircraft-engine maintenance company growing 17-25% a year modernized manual sales and marketing on Sales Cloud and Account Engagement.	Case studyAerospace & Manufacturing	Share with customer	Evaluation, Closing	Sales Cloud, Marketing, Manufacturing
A cybersecurity company unified sales and support on Salesforce and migrated 2,300 accounts in 6-8 weeksA growing cybersecurity firm consolidated an archaic CRM and a homegrown ticketing system into Sales Cloud and Service Cloud as a single pane of glass.	Case studyCybersecurity	Share with customer	Evaluation, Closing	Sales Cloud, Service Cloud, Professional Services
A payments ISO replaced two legacy systems with a Sales, Service, and Experience Cloud platform for 60+ agentsA payment-processing ISO consolidated iAccess, Iris, and a stack of point tools into one Salesforce platform with an agent portal and automated underwriting.	Case studyFinancial Services / Payments	Share with customer	Evaluation, Closing	Sales Cloud, Service Cloud, Professional Services
A manufacturer took Salesforce from zero adoption to all 99 reps with NetSuite integrationAfter too many admins overcomplicated its org, a manufacturer streamlined Salesforce, integrated NetSuite, and moved from zero usage to full adoption by 99 reps in 30 days.	Case studyManufacturing & Distribution	Share with customer	Evaluation, Closing	Sales Cloud, Experience Cloud, Manufacturing
An event-production company consolidated six tools into one custom Sales Cloud workflowAn audio-visual event company replaced five or six disconnected platforms with a Sales Cloud solution built around its unique production and travel workflow.	Case studyMedia & Event Production	Share with customer	Evaluation, Closing	Sales Cloud, Professional Services
A staffing firm fixed broken dashboards and activated Marketing Cloud it already ownedA labor and marine-personnel staffing company got accurate per-rep dashboards and finally switched on the Marketing Cloud and ZoomInfo tools it was paying for.	Case studyStaffing & Personnel	Share with customer	Evaluation, Closing	Sales Cloud, Marketing, Professional Services
A PE-backed compliance-software company migrated from HubSpot to Salesforce in 4-6 weeksA rapidly growing compliance-software company moved its entire sales and marketing operation from HubSpot to Sales Cloud and Account Engagement with CRM Analytics.	Case studyFinancial Compliance (RegTech)	Share with customer	Evaluation, Closing	Sales Cloud, Marketing, Professional Services
A regional bank replaced ActiveCampaign with integrated Marketing Cloud across every product lineA regional bank connected marketing to its CRM for the first time, enabling segmented campaigns across retail, mortgage, HELOC, and commercial lending.	Case studyBanking	Share with customer	Evaluation, Closing	Marketing, Mortgage & Lending
A fast-growing mortgage lender activated Marketing Cloud across 30,000+ recordsA self-funded mortgage company growing by ~2,000 records a month stood up Marketing Cloud Account Engagement with segmented drip campaigns for its whole database.	Case studyMortgage & Lending	Share with customer	Evaluation, Closing	Marketing, Mortgage & Lending
A medical-device company recovered a broken Account Engagement (Pardot) instance and rebuilt its marketing engineA medical-device manufacturer that literally could not log into Account Engagement (Pardot) got migrated to the modern Lightning app with clean data and working automation.	Case studyMedical Device	Share with customer	Evaluation, Closing	Marketing, Health & Life Sciences
An automotive-compliance company consolidated onto Salesforce Marketing Cloud in two weeksA compliance company serving auto dealers chose to run marketing inside Salesforce rather than add another system, and went live with Account Engagement in about two weeks.	Case studyAutomotive Compliance	Share with customer	Evaluation, Closing	Marketing, Professional Services
A B2B demand-gen firm restored reliable Salesforce–Account Engagement (Pardot) sync across 145,000 prospectsA demand-generation company replaced unreliable tools with a fully integrated Account Engagement implementation syncing 145,000+ prospects with Salesforce.	Case studyB2B Marketing	Share with customer	Evaluation, Closing	Marketing, Professional Services
A renewable-energy company migrated off MailChimp to integrated Marketing CloudA renewable-energy services company serving power producers moved from MailChimp to Marketing Cloud Account Engagement fully integrated with Sales Cloud.	Case studyRenewable Energy	Share with customer	Evaluation, Closing	Marketing
A SaaS company replaced pre-meeting data scrambles with automated Tableau dashboardsA software company running on HubSpot got a Tableau environment that turned static spreadsheets into daily-refreshing pipeline dashboards.	Case studyTechnology & SaaS	Share with customer	Evaluation, Closing	Analytics, Professional Services
A home-improvement company got advanced sales and marketing analytics with TableauA home-improvement company on a heavily customized Salesforce org gained Tableau dashboards tracking cost-per-lead and conversion across product lines and markets.	Case studyHome Improvement	Share with customer	Evaluation, Closing	Analytics, Construction
A political-advocacy agency salvaged a failed two-year Tableau investmentA digital-strategy firm for advocacy campaigns turned around a Tableau implementation that had failed for two years, unifying fundraising data for client reporting.	Case studyPolitical & Advocacy	Share with customer	Evaluation, Closing	Analytics, Professional Services
A 28-year technology consultancy stood up Sales Cloud and Marketing Cloud for a growth relaunchA consultancy serving government and education finally structured its sales and marketing, unifying 2,092 contacts for segmented, automated campaigns.	Case studyTechnology Consulting	Share with customer	Evaluation, Closing	Sales Cloud, Marketing, Professional Services
A marketing firm migrated from Outreach to Salesforce Sales Engagement with zero disruptionA marketing company moved all sales cadences from Outreach to native Salesforce Sales Engagement on a tight timeline with full team adoption.	Case studyMarketing & Advertising	Share with customer	Evaluation, Closing	Sales Cloud, Professional Services
The Salesforce Playbook for Private Equity FirmsFree 33-page PDF: which Salesforce products fit private equity firms, implementation, integration, metrics and a readiness checklist.	Industry playbook33 pages	Share with customer	Before discovery, Evaluation	Private Equity
The Salesforce Playbook for Wealth Management FirmsFree 35-page PDF: which Salesforce products fit wealth management firms, implementation, integration, metrics and a readiness checklist.	Industry playbook35 pages	Share with customer	Before discovery, Evaluation	Wealth Management
The Salesforce Playbook for Insurance CompaniesFree 35-page PDF: which Salesforce products fit insurance companies, implementation, integration, metrics and a readiness checklist.	Industry playbook35 pages	Share with customer	Before discovery, Evaluation	Insurance
The Salesforce Playbook for Mortgage & LendingFree 35-page PDF: which Salesforce products fit mortgage and lending, implementation, integration, metrics and a readiness checklist.	Industry playbook35 pages	Share with customer	Before discovery, Evaluation	Mortgage & Lending
The Salesforce Playbook for ManufacturersFree 36-page PDF: which Salesforce products fit manufacturing, implementation, integration, metrics and a readiness checklist.	Industry playbook36 pages	Share with customer	Before discovery, Evaluation	Manufacturing
The Salesforce Playbook for Construction CompaniesFree 33-page PDF: which Salesforce products fit construction, implementation, integration, metrics and a readiness checklist.	Industry playbook33 pages	Share with customer	Before discovery, Evaluation	Construction
The Salesforce Playbook for Commercial Trades & Field ServiceFree 32-page PDF: which Salesforce products fit commercial trades and field service, implementation, integration, metrics and a readiness checklist.	Industry playbook32 pages	Share with customer	Before discovery, Evaluation	Commercial Trades & Field Service
The Salesforce Playbook for Law FirmsFree 33-page PDF: which Salesforce products fit law firms, implementation, integration, metrics and a readiness checklist.	Industry playbook33 pages	Share with customer	Before discovery, Evaluation	Legal
The Salesforce Playbook for Professional Services FirmsFree 38-page PDF: which Salesforce products fit professional services, implementation, integration, metrics and a readiness checklist.	Industry playbook38 pages	Share with customer	Before discovery, Evaluation	Professional Services
The Salesforce Playbook for Retail & Consumer GoodsFree 33-page PDF: which Salesforce products fit retail and consumer goods, implementation, integration, metrics and a readiness checklist.	Industry playbook33 pages	Share with customer	Before discovery, Evaluation	Retail & Consumer Goods
The Salesforce Playbook for Health & Life SciencesFree 35-page PDF: which Salesforce products fit health and life sciences, implementation, integration, metrics and a readiness checklist.	Industry playbook35 pages	Share with customer	Before discovery, Evaluation	Health & Life Sciences
The Salesforce Playbook for NonprofitsFree 33-page PDF: which Salesforce products fit nonprofits, implementation, integration, metrics and a readiness checklist.	Industry playbook33 pages	Share with customer	Before discovery, Evaluation	Nonprofit
The Salesforce Playbook for Sales TeamsFree 28-page PDF on workflows, products, rollout and metrics for sales teams.	Team playbook28 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for Customer Service TeamsFree 28-page PDF on workflows, products, rollout and metrics for customer service teams.	Team playbook28 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for Marketing TeamsFree 29-page PDF on workflows, products, rollout and metrics for marketing teams.	Team playbook29 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for Call CentersFree 29-page PDF on workflows, products, rollout and metrics for call centers.	Team playbook29 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for Customer Success TeamsFree 28-page PDF on workflows, products, rollout and metrics for customer success teams.	Team playbook28 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for Operations TeamsFree 28-page PDF on workflows, products, rollout and metrics for operations teams.	Team playbook28 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for Finance & AccountingFree 29-page PDF on workflows, products, rollout and metrics for finance and accounting teams.	Team playbook29 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for IT TeamsFree 27-page PDF on workflows, products, rollout and metrics for IT teams.	Team playbook27 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for HR TeamsFree 27-page PDF on workflows, products, rollout and metrics for HR teams.	Team playbook27 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for Procurement TeamsFree 26-page PDF on workflows, products, rollout and metrics for procurement teams.	Team playbook26 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for Legal & ComplianceFree 27-page PDF on workflows, products, rollout and metrics for legal and compliance teams.	Team playbook27 pages	Share with customer	Before discovery, After close	—
The Salesforce Playbook for ExecutivesFree 29-page PDF on workflows, products, rollout and metrics for executive teams.	Team playbook29 pages	Share with customer	Before discovery, After close	—
The Salesforce Sales Cloud Buyer's GuideWhat Salesforce Sales Cloud does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide28 pages	Share with customer	Evaluation, Expansion	Sales Cloud
The Salesforce Service Cloud Buyer's GuideWhat Salesforce Service Cloud does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide26 pages	Share with customer	Evaluation, Expansion	Service Cloud
The Salesforce Field Service Buyer's GuideWhat Salesforce Field Service does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide21 pages	Share with customer	Evaluation, Expansion	Field Service
The Salesforce Marketing Cloud Buyer's GuideWhat Salesforce Marketing Cloud does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide24 pages	Share with customer	Evaluation, Expansion	Marketing
The Salesforce Revenue Cloud / CPQ Buyer's GuideWhat Salesforce Revenue Cloud / CPQ does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide19 pages	Share with customer	Evaluation, Expansion	Revenue Cloud
The Salesforce Experience Cloud Buyer's GuideWhat Salesforce Experience Cloud does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide27 pages	Share with customer	Evaluation, Expansion	Experience Cloud
The Salesforce Agentforce Buyer's GuideWhat Salesforce Agentforce does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide25 pages	Share with customer	Evaluation, Expansion	Agentforce and AI
The Data 360 Buyer's GuideWhat Data 360 does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide23 pages	Share with customer	Evaluation, Expansion	Data 360
The Tableau Buyer's GuideWhat Tableau does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide26 pages	Share with customer	Evaluation, Expansion	Analytics
The MuleSoft Buyer's GuideWhat MuleSoft does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide21 pages	Share with customer	Evaluation, Expansion	Integration
The Gong Buyer's GuideWhat Gong does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide32 pages	Share with customer	Evaluation, Expansion	Gong
The Claude Buyer's GuideWhat Claude does, when it fits and when to wait, the rollout plan and the mistakes to avoid.	Buyer's guide35 pages	Share with customer	Evaluation, Expansion	Agentforce and AI
RFP and partner scoring workbookWrite a Salesforce implementation RFP that gets comparable bids, then score every partner the same way.	TemplateExcel	Share with customer	Evaluation	—
Implementation project planA phase-by-phase Salesforce project plan with tasks, owners, dates, a timeline, a responsibility chart, a risk log and a decision log.	TemplateExcel	Share with customer	After close	—
Data migration workbookPlan, map, load and prove a data migration into Salesforce, with reconciliation that calculates variances for you.	TemplateExcel	Share with customer	After close	—
UAT test script workbookRun Salesforce user acceptance testing that catches problems before launch, from entry criteria to sign-off.	TemplateExcel	Share with customer	After close	—
Implementation readiness assessmentA free self-check of team, data and process before a Salesforce project starts.	Assessment	Share with customer	Evaluation, Closing	—
Org health assessmentScore an existing org and get the top fixes in minutes.	Assessment	Share with customer	Expansion, At-risk account	—
RevOps maturity assessmentWhere revenue operations stand and what to fix next.	Assessment	Share with customer	Before discovery, Expansion	—
AI maturity quizTen questions and an instant AI readiness score.	Assessment	Share with customer	Before discovery, Expansion	—
Implementation rescueHow a stalled or failed Salesforce project gets recovered, and what to expect.	Guide	Share with customer	At-risk account, Expansion	—
Salesforce optimizationFixing adoption, automation and reporting in an org the customer already owns.	Guide	Share with customer	At-risk account, Expansion	—
15 Salesforce implementation mistakesThe early warning sign for each mistake, so the customer can avoid it.	Guide	Share with customer	At-risk account, Expansion	—
Two-page partner brief (PDF)Credentials, clouds, accreditations and how we work, ready to forward.	ToolPDF	Share with customer	Before discovery, Evaluation	—
Salesforce ROI calculatorSeven scenarios, 3-year ROI and payback with formulas shown. Prints a CFO summary.	Tool	For AEs	Evaluation, Closing	—
Agentforce Opportunity FinderDocumented AI use cases ranked by fit, with discovery questions.	Tool	For AEs	Before discovery, Expansion	Agentforce and AI, Data 360
Territory intelPrep for a territory in any of 100 U.S. metros: economy, biggest industries, product and service fit, case studies and the city's market brief.	Tool	For AEs	Before discovery	—
Expansion finderExpansion paths from what the customer owns and what you hear.	Tool	For AEs	Expansion	—
Salesforce vs. Microsoft Dynamics 365Win against Dynamics 365: verified Microsoft list prices, Copilot licensing facts, discovery questions, objection handling and traps for Salesforce AEs.	Battlecard	For AEs	Before discovery, Evaluation	—
Salesforce vs. HubSpotBattlecard for Salesforce AEs facing HubSpot: verified seat and contact pricing, Breeze agents, discovery questions, objections and coexistence plays.	Battlecard	For AEs	Before discovery, Evaluation	—
Salesforce vs. ServiceNowCompete with ServiceNow CSM and FSM: verified facts, the IT-led buying pattern, discovery questions, objection handling and traps for Salesforce AEs.	Battlecard	For AEs	Before discovery, Evaluation	—
Salesforce vs. Zoho CRMTactical battlecard for Salesforce AEs facing Zoho CRM and Zoho One: verified edition pricing, Zia agents, discovery questions, objections and fit signals.	Battlecard	For AEs	Before discovery, Evaluation	—
Salesforce vs. OracleCompete with Oracle Fusion Sales and Service: verified Oracle facts, the ERP bundle play, AI agent pricing, discovery questions and objection handling.	Battlecard	For AEs	Before discovery, Evaluation	—
Salesforce vs. SAPCompete with SAP Sales Cloud and Service Cloud: verified SAP list prices, Joule AI Unit pricing, the S/4HANA argument, discovery questions and objections.	Battlecard	For AEs	Before discovery, Evaluation	—
Salesforce vs. ZendeskSalesforce AE battlecard for Zendesk deals: verified Suite pricing, AI resolution and Copilot costs, discovery questions, objections and coexistence plays.	Battlecard	For AEs	Before discovery, Evaluation	—
Salesforce vs. PipedriveHow Salesforce AEs compete with Pipedrive: verified seat pricing and add-ons, Pipedrive AI, discovery questions, objections and fit signals.	Battlecard	For AEs	Before discovery, Evaluation	—
Salesforce vs. monday CRMCompete with monday CRM as a Salesforce AE: verified seat prices and plan limits, AI agents, discovery questions, objections and coexistence plays.	Battlecard	For AEs	Before discovery, Evaluation	—
Salesforce vs. FreshworksSalesforce AE guide to Freshsales and Freshdesk deals: verified plan pricing, Freddy AI costs, discovery questions, objections and phased moves.	Battlecard	For AEs	Before discovery, Evaluation	—
How to run a Salesforce discovery call that finds the real projectRun Salesforce discovery that finds the real business problem, the people, the systems and the timeline, then turns it into a mutual plan.	AE lesson13 min	For AEs	Before discovery, Evaluation	—
How to sell Salesforce to CFOs and executive buyersHow to frame Salesforce for CFOs: cost vs. value, total cost of ownership, risk, and the questions finance leaders ask before they sign.	AE lesson12 min	For AEs	Before discovery, Evaluation	—
How to build a Salesforce ROI business case the customer believesBuild Salesforce business cases from the customer's own numbers: margin not revenue, honest costs, sensitivity ranges and a one-page summary.	AE lesson14 min	For AEs	Before discovery, Evaluation	—
How to handle Salesforce implementation objections without overpromisingTalk tracks for five common Salesforce implementation objections: a bad past project, too long, too expensive, doing it in-house, messy data.	AE lesson13 min	For AEs	Before discovery, Evaluation	—
How to position Agentforce credibly, from problem to pilot to pricingPosition Agentforce from a real problem: check readiness, run a measured pilot, and explain Flex Credits, per-user add-ons and editions accurately.	AE lesson15 min	For AEs	Before discovery, Evaluation	—
How to find account expansion opportunities in Salesforce customers you already haveA practical lesson for Salesforce AEs: read adoption signals, map whitespace, run executive business reviews and time expansion around renewals.	AE lesson13 min	For AEs	Before discovery, Evaluation	—
How to sell Salesforce in a competitive deal without trashing the other vendorFor Salesforce AEs: qualify the competition, shape decision criteria early, position honestly against other platforms and know when to walk away.	AE lesson14 min	For AEs	Before discovery, Evaluation	—
How to understand and reduce implementation risk before the customer signsFor Salesforce AEs: spot scope, data, integration and change risks before signature, help customers pick a partner, and use fixed-scope starts well.	AE lesson14 min	For AEs	Before discovery, Evaluation	—
How to navigate a complex Salesforce buying committeeFor Salesforce AEs: map the economic buyer, IT, security, procurement, users and finance, build a mutual action plan and multi-thread every deal.	AE lesson13 min	For AEs	Before discovery, Evaluation	—
How to build industry expertise fast when you take on a new verticalA one-week plan for Salesforce AEs to learn a vertical's KPIs, regulations and language, using industry playbooks and real customer conversations.	AE lesson12 min	For AEs	Before discovery, Evaluation	—
Salesforce is buying Braze: what it means for Marketing Cloud customersSalesforce agreed to buy Braze for about $5.66 billion. What it means for Marketing Cloud and Braze customers, and what to do before the deal closes.	News explainer	Share with customer	Before discovery, Expansion	—
AIforce explained: Salesforce inside Claude, Slack and Salesforce itselfAIforce puts Salesforce inside Claude, Slack and Salesforce itself. What Claudeforce, Slackforce and Agentforce Coworker are, and what to fix first.	News explainer	Share with customer	Before discovery, Expansion	—
Sales Cloud is Sales Cloud again: Salesforce product names after the Agentforce rebrandSalesforce went back to Sales Cloud, Service Cloud and the other Cloud names in 2026. A name map, and what to check in quotes and renewals.	News explainer	Share with customer	Before discovery, Expansion	—