Free Salesforce promotion packet template
Structured around Salesforce's trust, success, innovation, equality framework. Covers every section your manager needs. Enter your email and it's yours in 30 seconds.
Salesforce announces promotions twice a year, in February and August, with managers nominating candidates through the calibration process.
No spam. No account. Just a template that works.
What's in the Salesforce template
Every section maps to what Salesforce actually evaluates. Prompts and examples included so you know exactly what to write.
Executive Summary
A concise overview of your promotion case at Salesforce: who you are, your current level, what you've achieved, and why you're ready.
Key Metrics
Your top 6-8 quantified achievements in a scannable format. Revenue, users, efficiency gains, cost savings. The first thing reviewers read.
Next-level Performance
Show sustained performance at the scope and complexity of the next level
Impact & Results
Demonstrate alignment with V2MOM - tie your impact to company priorities
Cross-team Influence
Provide evidence of cross-functional collaboration and team elevation
Impact & Results
Document customer impact with clear, measurable outcomes
Why this template works
Salesforce runs on V2MOM (Vision, Values, Methods, Obstacles, Measures). Promotion cases must show how your work ladders up to your team's and the company's V2MOM - impact without alignment won't get you promoted.
Salesforce announces promotions twice a year, typically in February and August. Managers nominate candidates in the weeks prior, then calibrate with peers and leadership to ensure consistency across the organization.
Beyond delivering results, Salesforce promotion cases should demonstrate how you've elevated your team and modeled the company's core values: Trust, Customer Success, Innovation, and Equality. Culture fit matters alongside business impact.
Works for every level transition at Salesforce
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The template takes 4-6 hours to complete by hand.
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