GREAT

executive
model
5 characteristics that make
good executives GREAT
great executive model | 5 characteristics that make good executives GREAT 2

What’s inside?

3-4 About the model

5-6 GREAT Executive Characteristics

7-9 Self-Assessment

10-13 Development ideas

14 Take action
great executive model | 5 characteristics that make good executives GREAT 3

Leadership is art & science.

Leadership has always been a competitive advantage at Salesforce; it is a core part of what
has made us successful since our founding. Leadership at all levels — Self leadership, Team
leadership, and Executive Leadership — is what will prepare us for success in our next chapter.
That is why we’ve updated our Salesforce GREAT Leader Model, to capture behaviors we all
need to collectively role model in our next phase. As our company continues to grow expand
around the globe, it’s more important than ever for all of us to understand expectations of
our role and leverage the tools available to bring those behaviors to life.

About the GREAT Leader Model

The GREAT Model was originally developed in 2014 by the Talent Development Team for the
entire organization. Three models were developed. One for individual contributors, one for
managers, and one for executives. The GREAT Models outline the characteristics at each level
that define what it takes to be great at Salesforce. Five characteristics were identified in the
framework as well as the behaviors that are critical to live these characteristics at each level.
As we grow and change as a company, we are always looking at what it takes to be great in
our changing environment and to clarify these expectations. In 2018, the GREAT Model was
updated across the organization to reflect our expectations of great at Salesforce. Each set
of behaviors is the foundation for the next level up. As you progress in your career there are
additional expectations as you take on more complexity and responsibilities.

The GREAT Executive Model was developed for the VP+ audience. It is endorsed by Salesforce
leadership and illustrates what great leaders do. Most importantly, this model gives you
specific tools that can help hone your leadership skills NOW and inspire those around you to
think differently about everything they do.

Developed for leaders — by leaders

Our team didn’t develop this model in a vacuum. Instead, we interviewed leaders, gathered
data and insights, and incorporated proven leadership best practices. The result is very
Salesforce-specific and helps differentiate good leaders from “Great leaders.”
great executive model | 5 characteristics that make good executives GREAT 4

Leadership is art & science.

Within this guide, you’ll find:

• The key characteristics leaders need to succeed at Salesforce

• Key behaviors associated with each of the core characteristics

• Self-assessment exercises to show your greatest strengths and areas where you can improve

• Actionable development ideas to help you refine your skills

Start today. Start now.

With hard work, dedication, and self-reflection, leadership can be one of the
most rewarding personal and professional experiences of your life.

Aloha!
great executive model | 5 characteristics that make good executives GREAT 5

great executive characteristics

With the help of our executive leadership team, we’ve distilled the five characteristics of great
executives at Salesforce. This section introduces you to each characteristic and its associated
key traits and behaviors. Pay special attention to the behaviors column—you’ll be doing
a brief self-assessment in the following section.

CHARACTERISTIC KEY TRAITS BEHAVIORS

• Knowledge • Knows the business, customer, and industry inside and out
• Innovation • Encourages the team to generate ideas, experiment,
• Integration and learn through failure
• Managing Ambiguity • Sets a vision and strategy that is integrated, and drives
• Change Management a “company first” mindset through their teams
• Keeps teams focused and moving forward, even in an absence
SALESFORCE of concrete information, by rallying them around a vision
SMART • Explains the vision and “the why” behind changes

• Drive Results • Drives results even under tough circumstances

• V2MOM • Champions and translates the V2MOM
• Process Improvement • Drives processes that scale
• Resilience • Places equal importance on wellbeing and delivering outcomes
• Calculated Risk Taking • Rewards smart risks and experimentation,
GET IT DONE regardless of outcome
• Resourcefulness
• Challenges the org to think and act efficiently, achieve
a desired outcome and approach barriers with
confidence rather than defeat

• Salesforce First • Puts the collective good of the company first

• Collaboration • Breaks down silos, bringing teams together
to tackle shared goals
• Productive Conflict
• Invites and rewards productive conflict
• Self-Awareness
• Leverages and mixes different leadership styles
• Inclusion
WIN AS A TEAM depending on the situation
• Teamwork
• Seeks and embraces different points of view and experiences
• Compassion to unlock the collective potential of people across Salesforce
• Treats each person in our Ohana as if they are equally
as important as the next
great executive model | 5 characteristics that make good executives GREAT 6

great executive characteristics

CHARACTERISTIC KEY TRAITS BEHAVIORS

• Development • Invests in and takes risk in the talent and career

development of our people
• Ownership
• Answers for the outcomes of their choices, behaviors,
• Gratitude
and actions in all situations in which they are involved
• Growth Mindset
• Designs ways to thank, recognize, and appreciate their teams.
• Authenticity Sets the expectation that all people managers should
do the same
• Emotional Intelligence
• Prioritizes developmental opportunities and potential
• Inspiration
of team members regardless of level or pedigree
MOTIVATE & • Strives to act in an authentic, vulnerable,
CHAMPION and courageous manner
• Navigates the varied and complex emotional needs
of any group or organization
• Helps others combine ideas and context in unusual,
unexpected ways to inspire them

• Impact • Tailors message and style to the audience, uses storytelling

to deliver effective presentations and messages.
• Boldness
• Willing to be challenged. Speaks truth to power.
• Vulnerability
• Shares business and personal challenges widely. Is open
• Humility
about the state of the organization and the personal
• Candid Conversations costs of being a leader.
COURAGEOUS
COMMUNICATOR • Listening • Serves employees, customers, and community without
ego or self-motivation
• Champions a culture of feedback by role modeling
giving and receiving constructive feedback and
having difficult conversations
• Able to read their organization and respond to unspoken needs

KEY TRAITS BEHAVIORS

• Trust • Communicates openly and deliver the highest level of service

• Customer Success • Focusses on customer success to drive mutual growth
• Innovation • Consistently delivers new technology that empowers
Trailblazers to innovate
• Equality
• Respects and values a diversity of people
VALUES

SECTION REFLECTION
Before moving onto the next section in this guide, ask yourself:

Was I surprised to see any of these characteristics in the top 5? Why?

Are there additional key traits I associate with each characteristic? Why?

Which characteristic do you feel is your top strength? Your area for improvement?
great executive model | 5 characteristics that make good executives GREAT 7

Great executive self-assessment

You probably have a good sense of what you’re good at and where you have opportunity to improve. Now, it’s time
to take it one step further with a self-assessment exercise. Check the box that best describes how effective you are
(today) related to each statement. Take your time. Be honest.

Note: in the behaviors column, the first behavior is an essential behavior. The behaviors that follow are specific
to the GREAT Executive Model.

When you’re done, add the ratings and divide by the number of questions. Do not include questions you rated
as N/A. Also, the use of “team” and “team members” can mean a project team or a group of your direct reports.

CHARACTERISTIC #1: SALESFORCE SMART

5 = Very Effective; 4 = Effective; 3 = Somewhat Effective; 2 = Ineffective; 1 = Very Ineffective

5 4 3 2 1

Knows the business, customer, and industry inside and out

Encourages the team to generate ideas, experiment, and learn through failure

Sets a vision and strategy that is integrated, and drives a "company first" mindset through their teams

Keeps teams focused and moving forward, even in an absence of concrete information,
by rallying them around a vision

Explains the vision and "the why" behind changes

TOTAL 5 =

CHARACTERISTIC #2: GET IT DONE

5 = Very Effective; 4 = Effective; 3 = Somewhat Effective; 2 = Ineffective; 1 = Very Ineffective

5 4 3 2 1

Drives results even under tough circumstances

Champions and translates the V2MOM

Drives processes that scale

Places equal importance on wellbeing and delivering outcomes

Rewards smart risks and experimentation, regardless of outcome

Challenges the org to think and act efficiently, achieve a desired outcome
and approach barriers with confidence rather than defeat

TOTAL 6 =
great executive model | 5 characteristics that make good executives GREAT 8

Great executive self-assessment

CHARACTERISTIC #3: WIN AS A TEAM

5 = Very Effective; 4 = Effective; 3 = Somewhat Effective; 2 = Ineffective; 1 = Very Ineffective

5 4 3 2 1

Puts the collective good of the company first

Breaks down silos, bringing teams together to tackle shared goals

Invites and rewards productive conflict

Leverages and mixes different leadership styles depending on the situation

Seeks and embraces different points of view and experiences to unlock

the collective potential of people across Salesforce

Treats each person in our Ohana as if they are equally as important as the next

TOTAL 6 =

CHARACTERISTIC #4: MOTIVATE & CHAMPION

5 = Very Effective; 4 = Effective; 3 = Somewhat Effective; 2 = Ineffective; 1 = Very Ineffective

5 4 3 2 1

Invests in and takes risks in the talent and career development of our people

Answers for the outcomes of their choices, behaviors, and actions in all
situations in which they are involved

Designs ways to thank, recognize, and appreciate their teams. Sets the expectation
that all people managers should do the same

Prioritizes developmental opportunities and potential of team members

regardless of level or pedigree

Strives to act in an authentic, vulnerable, and courageous manner

Navigates the varied and complex emotional needs of any group or organization

Helps others combine ideas and context in unusual, unexpected ways to inspire them

TOTAL 7 =
great executive model | 5 characteristics that make good executives GREAT 9

Great executive self-assessment

CHARACTERISTIC #5: COURAGEOUS COMMUNICATOR

5 = Very Effective; 4 = Effective; 3 = Somewhat Effective; 2 = Ineffective; 1 = Very Ineffective

5 4 3 2 1

Tailors message and style to the audience, uses storytelling to deliver

effective presentations and messages

Willing to be challenged. Speaks truth to power.

Shares business and personal challenges widely. Is open about the state
of the organization and the personal costs of being a leader.

Serves employees, customers, and community without ego or self-motivation

Champions a culture of feedback by role modeling giving and receiving

constructive feedback and having difficult conversations

Able to read their organization and respond to unspoken needs

TOTAL 6 =

SECTION REFLECTION
Before moving onto the next section in this guide, ask yourself:

Which three statements caused you to stop and think the hardest?

Which characteristic had the highest score? The lowest?

Did any of your scores surprise you? Why?

Who can I share my assessment with to get an additional perspective?

great executive model | 5 characteristics that make good executives GREAT 10

development ideas

Now that you have a better sense of what behaviors make executives successful at Salesforce, and how you’re
measuring up in each category, it’s time to get to work. This section provides actionable development ideas
that will help you build, practice, and internalize these traits you need to be a great executive.

CHARACTERISTIC #1: SALESFORCE SMART

Key Traits Development Ideas

• Knowledge Do:
• Innovation • Be an Executive Sponsor to a key customer account.
• Integration • Meet with your financial analyst to understand finance levers and trade-offs.
• Managing Ambiguity • Deliver a customer presentation or observe a peer as they deliver.
• Change Management • Attend senior leadership meetings and offsites.
• Practice the art of debate (see Multipliers for experiments you can try).

Read:
• Business Behind the Cloud, relevant business blogs and articles.
• John Kotter’s: Leading Change

Training:
• Discover Peter Drucker’s take on management with this MBA-focused curriculum
created in partnership with the Drucker School of Management.

CHARACTERISTIC #2: GET IT DONE

Key Traits Development Ideas

• Drive Results Do:

• V2MOM • Apply best practices for running effective meetings: 1:1s, skip-levels,
• Process Improvement staff meetings, town halls.
• Resilience • Prioritize what‘s important; align with boss.
• Calculated Risk Taking • Use a time management system.
• Resourcefulness • Encourage teams to reflect on what they would do differently in cases where
they experienced a failure and how to apply what they learned to the future.
• Try the “Talk Up Your Mistakes” Experiment from Multipliers to create a safe
environment for risk-taking within your team.
• Review priorities with your team with an emphasis on identifying obstacles. For each obstacle,
identify the likelihood and impact, plus three ways to manage or mitigate the risk.

Read:
• Read Geoffrey Moore’s: Escape Velocity: Free Your Company’s Future from the Pull of the
Past and apply the concepts when determining priorities for your organization.
great executive model | 5 characteristics that make good executives GREAT 11

development ideas

CHARACTERISTIC #3: WIN AS A TEAM

Key Traits Development Ideas

• Salesforce First Do:

• Collaboration • Ensure your people know why their work matters and how it fits into
• Productive Conflict the broader company work.
• Self-Awareness • Spend time attending cross-functional team meetings / events.
• Teamwork • Invite cross-functional leaders to your org meetings to collaborate and problem solve.
• Compassion • Practice using a decision-making process with your teams / peers.
• Use an assessment (such as MBTI, DiSC, SCARF, or StrengthsFinder) as a launching point
for a discussion about the unique differences and strengths each team member brings
to the organization and how to understand and leverage these differences to work as a team.
• Increase transparency by sharing who has been consulted on a decision whenever a decision
is shared with the team. It is not to demonstrate consensus, but to show that you considered
other perspectives and implications.
• Once a month, invite leaders / team members from other teams to your team meeting.
Ask for feedback on where you and your team are working well or how you could work
better together. (A useful structure can be "What‘s Working Well?" and "Even Better If?")
• In team meetings, track how often each person comments to ensure everyone has a voice.

Read:
• Travis Bradberry’s: Emotional Intelligence 2.0 and apply best practices.
• Danile Pink’s: Drive

Training:
• Explore Trailhead find out what you can do to promote equality. Start with start with
Business Value of Equality.
• Engage with an executive coach.
great executive model | 5 characteristics that make good executives GREAT 12

development ideas

CHARACTERISTIC #4: MOTIVATE & CHAMPION

Key Traits Development Ideas

• Development Do:
• Ownership • Sponsor at least one top talent leader for promotion at any given time.
• Gratitude • Hold your direct reports’ 1:1 sacred.
• Growth Mindset • Sponsor talent outside of your direct business and help them growth their career.
• Authenticity • Get involved in a mentoring relationship.
• Emotional Intelligence • Get to know your team members on a more personal level. Try scheduling monthly chats
• Inspiration with individual team members outside the office, with no agenda. By intentionally not
having an agenda, people are able to connect on a more personal level.
• Take five minutes in each team meeting to recognize an individual or several
individuals on the team for their accomplishments.

Read:
• Liz Wiseman’s: Multipliers to explore how to get more done with fewer resources,
develop and attract talent, and cultivate new ideas and energy to drive
organizational change and innovation.
• The Five Dysfunctions of Teams - Patrick Lencioni
• Mindset: The New Psychology of Success - Carol Dweck
• Employee Engagement 2.0 - Kevin Kruse T
• Working with Emotional Intelligence - Daniel Goleman

CHARACTERISTIC #5: COURAGEOUS COMMUNICATOR

Key Traits Development Ideas

• Impact Do:
• Boldness • Ask for your direct reports to provide you with one piece of constructive
• Vulnerability feedback in each one-on-one
• Humility • Practice SBI (situation / behavior / impact) when delivering feedback.
• Candid Conversations • Seek feedback from internal and external trusted advisors to improve.
• Listening • Ask your direct reports to provide you with constructive feedback in each 1:1.
• Ask your peers to review your strategies and goals to provide input
and challenge any assumptions you may have made.
• Ask for and give feedback. Use the SBI (situation/behavior/impact) model.
• Try the “two-second rule” in your next 1:1 - wait two seconds before responding.
Respond first with an open question, then with a statement (or another question).
This will help you to focus on first understanding the issue before offering
a solution or answer.
• Ask your manager, a peer, or a mentor to attend your next team meeting to provide
feedback on what worked well, what could make it better, and any other feedback
or suggestions that may help.
great executive model | 5 characteristics that make good executives GREAT 13

development ideas

CHARACTERISTIC #5: COURAGEOUS COMMUNICATOR

Key Traits Development Ideas

• Impact Training:
• Boldness • Attend an executive presentation skills class.
• Vulnerability • Take the Coaching and Feedback module on Trailhead
• Humility • Take the Culture of Feedback module in Manage the Salesforce Way
• Candid Conversations
• Listening Read:
• Vital Smarts: Crucial Conversations: Tools for talking when the stakes are high.
• Stephen Denning’s: The Leader’s Guide to Storytelling.

SALESFORCE VALUES

Key Traits Development Ideas

• Trust Do:
• Customer Success • Read articles and/or attend trainings on design thinking, creativity and/or innovation.
• Innovation • Complete an individual and/or team styles or psychometric assessment.
• Equality • Volunteer and share your work with your team.
• Attend, and encourage others to participate, in a wellness or mindfulness course.
• Find ways to bring fun into the culture.

Training:
• Complete the trails on equality - start with Business Value of Equality.
• Complete the Salesforce Ohana Culture module.

SECTION REFLECTION
Before moving onto the next section in this guide, ask yourself:

How many of these development ideas have you already completed?

How many are you planning to complete?

Are you willing to carve out the time and effort required to put these ideas into action?

Pick two to three new development ideas to focus on first—including at least one from
your weakest characteristic (according to your self-assessment).
great Executive model | 5 characteristics that make good executives GREAT 14

Ready to take action?

Overwhelmed by the work you need to do? Not sure where to begin? Or perhaps you feel
pretty good about how you stack up to the GREAT Executive Model, but you want to polish
up a few specific skills? Read on to determine how to continue your journey.

How to Continue the Journey

Start by having a conversation with your manager. Does he or she agree with your
self-assessment of your GREAT Executive strengths and weaknesses? What are the areas
he or she believes you need to strengthen to grow in your career? Then meet with your
Human Resources Business Partner. Ask about resources - internally or externally -
you can tap into to further develop your capabilities.

still have questions?

Contact [email protected] or post to the Manager Success Chatter group