FY25 AppExchange ISV Track Launch Deck
FY24 Salesforce Partner Program AppExchange ISV Partner Track *FY24 AppExchange ISV Program will roll over to FY25*
Forward Looking Statements This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry prospects, environmental, social and governance goals, and the anticipated benefits of acquired companies. 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, Salesforce’s results could differ materially from the results expressed or implied by these forward-looking statements. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain security levels and service performance meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure additional data center capacity; our reliance on third-party hardware, software and platform providers; 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; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc., and the resolution or settlement thereof; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to expand our services; the success of our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our ability to realize the benefits from acquisitions, strategic partnerships, joint ventures and investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate acquired businesses and technologies; our ability to compete in the markets in which we participate; the success of our business strategy and our plan to build our business, including our strategy to be a leading provider of enterprise cloud computing applications and platforms; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of 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 ability to preserve our workplace culture, including as a result of our decisions regarding our current and future office environments or work-from-home policies; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; 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 our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the impact of foreign currency exchange rate and interest rate fluctuations on our results; 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; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market conditions; the impact of geopolitical events; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; the ability to execute our Share Repurchase Program; our ability to comply with our debt covenants and lease obligations; the impact of climate change, natural disasters and actual or threatened public health emergencies; and our ability to achieve our aspirations, goals and projections related to our environmental, social and governance initiatives. Updated: September 28, 2022
AppExchange ISV Agenda ● FY24 Program Overview ● Changes from FY23 to FY24 ● FY24 Resources & Next Steps *FY24 AppExchange ISV Program will roll over to FY25*
FY24 Program Overview AppExchange ISV Partner Track
FY24 AppExchange ISV Tiers Summit 0 750-1,000 Crest 500-749 Ridge 250-499 Base 0-249
FY24 Tier Upgrade and Downgrade Process The highest tier earned during any point of the current fiscal year will determine the tier for the next fiscal year. Partner will be Ending FY1 Tier: Crest upgraded and will maintain Crest tier for the entire next Starting FY1 Tier: 590 Ridge FY. Summit 750-1,000 290 FY1 Crest 500-749 Ridge 250-499 FY1 Upgrading Base Partner earned highest score of 590 in Q4 0-249
FY24 Trailblazer Score Impact Innovation Customer Success Growth Attrition Rate Technology Adoption ACV Growth Equality 200 pts 200 pts 200 pts 125 pts Attrition rate & renewable Survey of Salesforce ACV growth rate & renewable Diverse leadership, Talent revenue percent possible technology used in apps revenue percent possible Alliance & Equality Pledge Average App Rating Knowledge Total Revenue Sustainable Development 75 pts 75 pts 75 pts 50 pts Review threshold & average Trailhead badges & PLC ISV Renewable revenue (AOV) VTO, corporate policy & monetary review rating marketing & ops courses donation Pledge 1%: 25 bonus points
FY24 Trailblazer Score: Customer Success Pillar Attrition Rate — 200 Points Average App Rating — 75 Points Total $ renewable revenue from one Avg. app rating(s) for reviews from current & previous year ago reduced over the past 12 months Salesforce FY; Partners with
FY24 Trailblazer Score: Innovation Pillar Technology Adoption — 200 Points Knowledge — 75 Points Trailhead Badges Partner Learning Camp Inclusion of Salesforce technologies in a partner’s Total Trailhead badges earned ISV Operations & Marketing application(s) Manager courses completed # of Badges Points # of courses Points Category Technology Points 0 - 25 0 0 0 User Experience 30 26 - 100 15 1 - 5 5 Analytics & Einstein 33 5 - 10 10 101 - 250 30 Primary CDP / Genie 20 10 - 15 15 (max of 150 pts) 251 - 500 35 Data Storage & Processing 37 15 - 20 20 500+ 40 20 - 30 25 Development & Deployment 70 30 - 40 30 Examples: Lightning Console, Secondary 40+ 35 50 (max of 50 pts) Health Cloud, ISV Debugger, etc. Take the FY24 Technology Adoption Survey!
FY24 Trailblazer Score: Growth Pillar ACV Growth - 200 Points Total Revenue - 75 Points YoY change in a partner’s ACV; calculated on rolling 12 month Total $ value of active recurring orders the last month of the basis preceding quarter X 12 Partners Below $10M AOV Partners Above $10M AOV Partners Below $10M AOV Partners Above $10M AOV Rate Points Rate Points Revenue Range Points Revenue Range Points
FY24 Trailblazer Score: Impact Pillar Equality — 125 Points Sustainable Development — 50 Points Partner Impact Survey responses to their organization’s Partner Impact Survey responses to United Nations diversity and inclusion practices Sustainable Development (UNSD) Goals commitment Response Points Response Points Is greater than 25% of your leadership team classified as How does your organization align to one of the 17 UNSD diverse OR is your organization diverse owned (51%+ classified Goals? as diverse)? Volunteer Time 25 Yes 75 Corporate Policy 25 Is your organization in good standing with the Talent Alliance Monetary Donation 25 Program? Yes 25 Partners can select 2 of 3 to receive maximum of 50 points Is your organization making a Commitment to Equality? Yes 25 Pledge 1%: 25 bonus points* Take the FY24 Impact Survey! *Please visit the Pledge 1% website to learn more.
FY24 Calendar FY24Q1 FY24Q2 FY24Q3 FY24Q4 FY25Q1 May June July August Sept Oct Feb ‘24 March April Nov Dec Jan Feb ‘23 March April Quarterly Score Cutoff Date April 30 July 31 Oct 31 Jan 31 Quarterly Score Open Open Open Open Evaluation Period Communicate Dec 6 Scores March 5 June 6 Sept 6 FY24 Q4 FY24 Q3 FY24 Q1 FY24 Q2 Marginal PNR Open Open Open Open Open Open Enrollment Window
FY24 Partner Program Benefits Sales & Technical Marketing Alliances Tech & tools to help you Support to drive your Resources to generate develop skills & drive practice growth, profitability brand awareness & build customer success & nurture your Salesforce omnichannel marketing relationships plans
*2 additional benefits are available to B2C Commerce ISV Partners Only FY24 AppExchange ISV Benefits Base Ridge Crest Summit Technical ● ● ● ● Premier Success for Partners 2 2 2 2 Einstein Analytics for AppExchange App Analytics 40 orgs 80 orgs 150 orgs 300 orgs Scratch Orgs 50GB/60 day 50GB/60 day 100GB/60 day 100GB/365 day Enterprise Scale Testing (LDV) Trailhead & AP Exam Vouchers 3 5 10 15 Instructor-Led Training Discounts 15% 20% 25% 30% Bulk Certification Exam Discounts 15% 20% 25% 30% ● ● ● ● Platform Expert Consultations ● ● ● ● Technology Consultations ● ● Product Roadmap Consultations Eligible Named Technical Account Manager (TAM) Eligible Named Partner Success Manager (PSM) Sales & Alliances ● ● ● ● Marginal PNR 2 2 2 2 Sales & Service Cloud Enterprise Edition Licenses ● ● ● ● Simple Demo Org ● ● ● ● Marketing Cloud Demo Org Eligible Eligible Eligible Eligible Salesforce Accelerate Grow Eligible Eligible Eligible Eligible Partner Advisory Board ● Alliances & Channels Point of Contact ● Salesforce Executive Sponsor Marketing ● ● ● Marketing Cloud Account Engagement Plus License* Eligible Named Co-Marketing Manager ● Google Ads *Formerly Pardot Plus
FY24 Technical Benefits Description How to Access Benefit Name Premier Success for Partners Unlimited technical support access Partner Community Einstein Analytics for AppExchange App Analytics Internal use licenses to vizuale customer app usage Submit a Case Scratch Orgs Build/manage Salesforce apps in soware development lifecycle Submit a Case Enterprise Scale Testing (LDV) Test org to complete performance testing Submit a Case Trailhead & AP Exam Vouchers 3-15 certification vouchers for Trailhead & Accredited Professional exams Submit a Case ier Eligible Instructor-Led Training Discounts Discounts on instructor-led courses Partner Community Base T Bulk Certification Exam Discounts Discounts on certification exams Partner Community Platform Expert Consultations 1:1 consultations with Salesforce Platform Expert Submit a Case Technology Consultations Consultation with Salesforce ISV Technology Advisor PAM/Coach Team Product Roadmap Consultations 2-hour consultation with Salesforce ISV Technology Advisor PAM/Coach Team Named Technical Account Manager (TAM) Salesforce POC for technology & product aspects of partnership Salesforce will notify Named Partner Success Manager (PSM) Advanced level of guidance and support to deliver partner success Salesforce will notify
FY24 Sales & Alliances Benefits Benefit Name Description How to Access Marginal PNR Eligible for lower PNR rates on future and add-on bookings Salesforce will notify Sales & Service Cloud Enterprise Edition Licenses Internal use production org with 2 user licenses with partner tools Submit a Case Simple Demo Org Sales & Service Cloud demo org for training, solution development, etc. Submit a Case ier Eligible Marketing Cloud Demo Org Demo org for training, solution development, demos, etc. Submit a Case Salesforce Accelerate Grow Base T Program to align with Salesforce and grow on AppExchange Accelerate Website Partner Advisory Board Meet with AppExchange stakeholders & give feedback Salesforce will notify Alliances & Channels Point of Contact Salesforce POC for ISV relationship (ex: PAM, CAM) Salesforce will notify Salesforce Executive Sponsor Alignment with a Salesforce sales executive Salesforce will notify
FY24 Marketing Benefits Benefit Name Description How to Access Marketing Cloud Account Engagement Plus License* Internal use license available for marketing lead generation Submit a Case Named Co-Marketing Manager Salesforce POC for marketing support Salesforce will notify Google Ads Leverage “Salesforce” in your Google Ads for promotion Submit a Case Additional Marketing Resources ● Partner GTM Offerings here ● AppExchange Chat here ● Partner Communications ● Partner Learning Camp here *Formerly Pardot Plus
FY24 Marketing & Learning Resources Marketing Learning Explore Partner GTM Courses, Partner Learn how partner program benefits can Partner GTM Partner Back to Basics Co-Marketing Program, Partner GTM help you grow in the Salesforce Infographic Offerings Community Benefits Resources Ecosystem AppExchange Connect live with visitors on your Partner Subscribe to partner emails & manage Partner Sign Up Chat listing(s) in real time (paid offering) Community preferences for news, announcements, & Communications Here updates Market your company, show the tenure Badge for Partner of your Salesforce partnership & promote Partner Learning Premier learning destination to expand Partner Designation Community your AppExchange listing Camp capabilities to meet customer needs Community View our branding guidelines & submit Press Release Partner content to our PR agency for approval for Guidelines Community any public mention of Salesforce
FY24 OEM Technology & Technical Resources OEM Technology Technical Primary Salesforce Community product for ISV developers debug Apex in real-time Apex Debugger Debugger Commerce OEMs. Create rich, digital user experiences Submit a sessions within your scratch orgs Portals to help your customers engage with their Case end customers or partners AppExchange Single view of the latest ISV tech & business Partner ISV Partner updates (updated monthly) Community Embed predictive intelligence into your Hub apps with Prediction Builder, where Einstein Einstein Submit a will automatically provide insights and Predictions Case predictions based on data stored on the C360 Platform Provide your applications and customers an Salesforce easy, seamless way to integrate Submit a Connect non-Salesforce data sources into the Case Salesforce C360 user experience Bring the power of rich, interactive Tableau CRM visualizations and insights to your Submit a - Embedded customers with data from the Customer 360 Case for ISV Platform
Changes from FY23 to FY24 AppExchange ISV Partner Track
Score Changes by Pillar Impact Innovation Customer Growth Success Attrition Rate Equality ACV Growth Technology Adoption Updated % possible & point Updated % possible & point allocation for renewable New survey & new response allocation for renewable - revenue & rate ranges requirement revenue & rate ranges Sustainable Knowledge Total Revenue Average App Rating Development Minimum number of reviews New point allocation for PLC - - reduced courses
Changes in FY24 Customer Success Pillar Changes Attrition Rate — 200 Points Average App Rating — 75 Points Avg. app rating(s) for reviews from current & previous Total $ renewable revenue from one Salesforce FY; Partners with
Changes in FY24 Innovation Pillar Changes Technology Adoption — 200 Points Knowledge — 75 Points Partner Learning Camp Inclusion of Salesforce technologies in a partner’s application(s) ISV Operations & Marketing Manager courses completed # of courses FY24 Points FY23 Points FY24 FY23 Category Technology Points Points Changes 0 0 1 - 5 5 User Experience 30 20 New Flows question 1 pt earned for each 5 - 10 10 course completed in the Analytics & Einstein 33 33 10 - 15 15 ISV Ops or Marketing Incremental new Primary Mgr Curriculum & 15 - 20 20 CDP / Genie 20 - (max of 150 technology additional 5 pts for 20 - 30 25 pts) curriculum completion Data Storage & Processing 37 37 30 - 40 30 Increase 2GP Packaging 40+ 35 Development & Deployment 70 60 by 10 pts 5 new technologies New point allocation for PLC courses Examples: Lightning Console, Secondary added & changed Health Cloud, ISV Debugger, 50 50 (max of 50 wording for 6 industry pts) etc. cloud questions New survey & new response requirement
Changes in FY24 Growth Pillar Changes ACV Growth - 200 Points YoY change in a partner’s ACV; calculated on rolling 12 month For partners above the $10M AOV threshold, the basis weight of the ACV Growth metric flips with the weight of the Total Revenue Metric. Partners Below $10M AOV Rate FY24 Points FY23 Metric Over $10M AOV
Year End Score Calculation Adjustments Partner awarded FY23 FY24 Partner’s FY23 highest points & tier Trailblazer Trailblazer Q4 data between the two Score Score trailblazer scores
Benefits Changes ● Recategorized benefits to align to personas of Technical, Marketing, Sales & Alliances ● Separated resources out of the benefits table Simplified – AppExchange Chat & AppExchange Marketing Program now resources (open to all partners) ● Added Technology Consultations for all partners ● Removed myTrailhead for Partners & Lightning External Apps Changed ● Program Benefit Licenses can support add-ons – How to Access: Open a case in Partner Community to request your previous benefit SKU be swapped for the new benefit SKU’s to enable add-ons ● (Summit only) Co-Marketing Manager, TAM, PSM engagement based additional Updated eligibility
FY24 Resources & Next Steps AppExchange ISV Partner Track
FY24 Partner Community The source of truth for all things Salesforce Partner Program Manage Tab Scorecard Benefits *Example display page only *Example display page only Find all your individual Partner Program information in the Partner Community Scorecard, including a unique view of your Trailblazer Score performance and access to Benefits available by tier.
Learn more information about FY24 Changes FY24 Partner Community The source of truth for all things Salesforce Partner Program Learn Tab Trailblazer Scorecard Benefits *Example display page only *Example display page only Find Partner Program information in the Partner Community Learn Tab, including program overview, scorecard, benefits & FAQ’s.
FY24 Next Steps Check out the Partner Community Manage tab. Scorecards, benefits 1 Learn tab. Program overview, scoring 2 criteria, benefit details Surveys. Tech adoption, Impact survey 3 *Example display page only Additional content. Launch videos, 4 Partner Learning Camp
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