Introduction to Revenue

Lifecycle Management
Spring’24 Product Catalog Management (PCM)
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating
and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected
current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination;
stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered
by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s
results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events;
the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading
provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the
competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our
customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and
prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real
estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy
of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in
complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains
or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic
investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of
Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our
ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the
development and maintenance of the infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those
addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential
availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and
loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the
Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at
www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Product Catalog Management

RLM - PCM Overview

We’re Thinking About It Differently…

for Any & Any of Any

Automated product-to-cash on the #1 AI CRM Industry Revenue Size

Product / Contract Revenue

Price Configure, Order Billing &
Service Lifecycle Lifecycle
Management Price & Quote Management Collections
Design Management Intelligence
Accelerating the Transformation of
Revenue Lifecycle Management.
Configuration / Quote + Order
Define Products Generate Contracts Fulfill Order Support Customer
Pricing Capture

Classification
Legacy System Sales Channels

Product Lifecycle Products

Legacy System

Product Catalog Service Channels

Sales / Services
Catalog Source of truth Bundles
Legacy System for Customer
Experiences

Rules Pricing
Legacy System Partner Systems

Promotions
INTRODUCING
Product Catalog Management

Manage the Configure for Every Create Attributes, Make it Easy with
Product Lifecycle Channel Bundles and Rules Intuitive Interfaces

Manage your catalog at market speed

Product Catalog Management Product
Enterprise
Accelerate product launch and enable catalog-driven Quoting Catalog
Catalog
& Ordering solution across channels Management
Built in-Core
● Provides a comprehensive ecosystem of tools and services for
building, running, managing and optimizing a vast range of
enterprise apps
● Foundational features for all Industries with extensibility

Rapidly Launch New Products & Services

● Centralized catalog solution to define and launch products faster
● Empowers catalog-driven selling and fulfillment to deliver best
user-experience and minimize the errors in sales and service.

Accelerate Responsiveness to Dynamic

Markets
● Unified catalog-driven sales processes within a digital platform to
improve business agility

Improve Product Lifecycle Efficiency

● Structured way to manage lifecycle of products to make product
innovation faster
Product Catalog Management

Key Features,
Overview
 Product
Product Designer Home Enterprise
Catalog
Catalog
An intuitive administrative UI guides you through the product Management
life cycle

Intuitive Home Page

One home screen to organise all features

Extensible and Customisable

Customise and organise your home screen
the way you want, extend to add new links to
extensions.

Easy Navigation
Easily navigate to the features from one
place.

Improved User Experience, Quick and Easy Navigation

 Product
Catalog and Categories Enterprise
Catalog
Catalog
Create visual catalog the way your users understand it. Management

Create Multiple Catalogs

Create multiple catalogs (Sales, Service) to
match your business

Visualize your Products

Organize products into groups and
subgroups using our new Category Tree

Drive Search and Filters

Expose your categories to your shopping
channels to help customers and users locate
products quickly

Better Organization, Easy Navigation, Improved Searchability, Enhanced Discoverability, Higher

Conversion Rates.
 Product
Attributes and Attribute Categories Enterprise
Catalog
Catalog
Configure reusable attributes to describe your products Management

Define once, & reuse

Define an attribute once and use it with
multiple products in the catalog

Accelerate Configuration
Assign complementary attributes to an
Attribute Groups to speed up product
configuration

No dependency on IT
Create attribute properties to control their
data type and their relationship to other
attributes

Detailed Product Descriptions, Reuse, Improved User Engagement, Reduced Returns and Complaints,
 Product
Product Classification Enterprise
Catalog
Catalog
Template to introduce new products faster Management

Make it Easy with inheritance

Templates store Dynamic Attributes,
Attribute properties to make setting up new
products a breeze.

Be a creator
Template management made easy. Assign
Dynamic Attributes individually or by
Attribute Group and manage Attribute
Properties

Tweak it
Set attribute to Required/Optional,
Hidden/Visible, configurable perfecting your
template

Reusable Template, Accelerates Product Definition and Launch.

 Product Definition Product
Enterprise
Catalog
Introduce new products faster Catalog
Management
Make it Easy
Quickly create simple and complex products
using Product Classification with inheritance.

Tailor Product Configuration

Override inherited Product attributes, assign to
categories

Simple and Bundled products

Define simple products without children or
combos/bundles. Configurable and static
products.

Define how you want to sell products

Product selling model helps you define how you
want to sell your products and associate them to
the list price.

Easy and Rapid Product Launch, Tailor Product Configuration

 Product
Bundle Designer Enterprise
Catalog
Catalog
Build static and dynamic bundles visually Management

Intuitive Interface
Built for business users the bundle designer
allows product managers to quickly create
and modify static and configurable bundles
Definable Attributes
Easily configure attributes for each
component in the bundle
Create Cardinality Rules
Create relationships between product,
groups and the cardinalities

Improved User Experience, Simplified Purchasing Decisions for Buyers, Quickly & accurately compose
bundles, Eye Catching - Increased Engagement
 Product
Qualification Rules Enterprise
Catalog
Catalog
Find the Right Product for your customer and their location Management

Extend beyond our product model

Qualification rules criteria can be extended
to other catalog or non-catalog entities.

Designed for your process

Qualification rules are executable during
any browsing process.

To Infinity and Beyond

Powered by highly performant Business
Rule Engine. Qualification Rules are
designed to handle your complexity

Streamlined Sales Process, Reduced Fallouts, Improved User Experience

 Product
Specification Type Enterprise
Catalog
Model Products to represent Industry-specific terminology Catalog
Management

Industry-specific terminology for Product Examples:

Enables each industry to name the product2 record
that resonates with the industry Industry Specification Type
(Product2 Record)
Define Industry-specific validations
Comms Offer
System data to enable cloud teams to write validations Product
to ensure completeness & accuracy of the product Technical

definition Insurance Auto Insurance

Home Insurance
Query products by specification type Life Insurance
Coverages
API support to query products by specification type
MedTech Kit
Pack
Extensible and secured
Specification types introduced by Cloud teams are Lotus Offer
Technical
protected from changes by ISV/customers. Custom
values can be added by ISV/customers. ISE Service Process

Tag products as needed for your Industry, Drive industry specific behaviors
 Product
Catalog
PCM APIs Management

Product List API Catalog List API Category List API

● Input: Catalog Id/Product ● Input: Pagination details ● Input: Catalog Id
Classification Id , Pagination details ● Output: Paginated list of catalogs ● Output: Get categories and
● Output: Fetches a paginated list of sub-categories of a specified catalog
products.

Product Details API Catalog Details API Category Details API

● Input: Product Id (bundle/simple)
● Input: Catalog Id ● Input: Category Id
● Output: Restrives product details
● Output: Retrieves catalog details ● Output: Retrieves category details of
(prices, attributes, hierarchy,
based on the given catalogId the the given categoryId.
cardinality) of the the given
productId.

Expose Product Data, Powers Catalog-Driven Sales Experience, Filter and Search.
Product Discovery
 Product
Product Discovery Enterprise
Catalog
Product List Page Catalog
Management

Browse Categories and Products

Hierarchical category browsing of a
catalog to have a list of qualified
products.

Filter & Search Products

Quickly locate the matching products via
search the products based on product
name. Fitler qualified and disqualified
products.

Powerful Browsing Experience, Category Hierarchy, Product Search

 Product
Product Discovery Enterprise
Catalog
Product Details Page Catalog
Management

View product attributes and values as Complete bundle hierarchy view to

defined in the product catalog. understand product information

Detailed Product Descriptions, Improved User Engagement, Reduced Returns and Complaints,
 Bundled PRODUCT
Laptop Pro Bundle
CATALOG
Laptops (Group)
- Laptop (Product) Hardware Catalog
- Antivirus (Product)
Accessories (Catalog Category)
Accessories (Group) ● Printers (Catalog Subcategory)
- Mouse(Product) Computers (Catalog Category)
- Printer Bundle (Product) Laptops (Catalog Category)
- Warranty (Product)
PRODUCTS
Laptop
(Based on Computer product
classification)
RULES
Workstations > Laptops (catalog Depending upon Zipcode, Region,
subcategory assigned to products) Account Type, Customer Type, and so
on, do these products qualify to be shown
Antivirus
(Antivirus subscription, not based on a
during product browse, product listing or
product classification) product discovery
Services > Protection (catalog
subcategory assigned to product)
PRODUCT CLASSIFICATION
ATTRIBUTES Computers(Product Classification)
Processor, Memory, Storage, Display etc.
Computer (Attributes from the Attribute category Phone
Processor
Processors details )
Graphic Processor
(Attribute
Category) Warranty (Product Classification)
Storage
Memory Warranty In years
(Attributes from the Attribute category Phone
Display
details and individual attributes)
Battery
Thank you