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SalesforceSkills

Presentation Decks

Build and structure presentation decks for any audience. AI generates slide outlines with speaker notes, follows SCR narrative structure, and adapts tone for technical vs. executive rooms.

Skill Details

Install this skill

Versionv1.0.0AuthorJorge ArteagaLicenseMITSections11

Works with

Claude CodeCursorWindsurf

When This Skill Owns the TaskWorkflow

Required Context to Gather FirstWorkflow

Before building a deck, ask for or infer:

1
Presentation purpose — What is this deck trying to achieve? (First meeting, business case, QBR, POV readout)
2
Audience — Who is in the room? (C-suite, IT team, mixed business/technical, partner)
3
Duration — How long is the slot? (20 min, 45 min, 90 min)
4
Known customer context — Industry, pain points, key stakeholders
5
Salesforce products in scope — What are we proposing or presenting?
6
Call to action — What decision or action should this deck drive?
7
Existing assets — Any discovery summary, architecture review, or PoV to incorporate?

WorkflowWorkflow

1
Define the outcome — What does success look like at the end of this presentation?
2
Choose the deck type — Apply the right template from the table below.
3
Build the narrative arc — Use SCR (Situation / Complication / Resolution) for the spine.
4
Outline each section — Generate the slide-by-slide structure.
5
Write the speaker notes — Every slide needs what to say, not just what to show.
6
Adapt for the audience — Apply the audience adaptation guidelines.
7
Design the close — The final slide should drive a specific decision, not just say "Thank you."

Core Frameworks

Deck Types and When to Use Them

SCR Narrative Framework

Every effective business presentation follows this spine:

Code
SITUATION — Where we are now
  "Based on what we've learned about [Company], you're dealing with [current state].
   Your [role] are [specific challenge]. This is common in [industry]."

COMPLICATION — Why the current state is a problem
  "The challenge is that [status quo] means [business impact].
   Every [time period], this costs you approximately [quantified pain]."

RESOLUTION — What we propose and why it works
  "What if [specific capability] could [outcome]?
   [Customer similar to them] did exactly this and saw [result].
   Here's how we'd do it with you..."

Audience Adaptation Guide

Slide-by-Slide Anatomy

For every slide, the AI should produce:

Code
SLIDE [N]: [Slide Title]
TYPE: [Title / Data / Story / Architecture / Transition / Close]
HEADLINE: [The one takeaway this slide should land — 1 sentence, written as a conclusion]
VISUAL: [What goes on the slide — chart, diagram, quote, image, bullets]
SPEAKER NOTES: [What to say out loud — 3-6 sentences; include transitions to next slide]

Output FormatTemplate

Slide Deck Outline Template

MARKDOWN
# [Deck Title] — [Company Name]
**Presentation Type:** [Type] | **Audience:** [Roles] | **Duration:** [X min] | **Date:** [Date]

## Presentation Goal
[One sentence: what decision or action should this deck drive?]

## Narrative Arc (SCR Summary)
- **Situation:** [1-2 sentences on current state]
- **Complication:** [1-2 sentences on why that's a problem]
- **Resolution:** [1-2 sentences on the proposed solution and outcome]

---

## Slide Outline

### Section 1: Opening (Slides 1-[X])

SLIDE 1: [Title Slide]
TYPE: Title
HEADLINE: [Not applicable — this is the title]
VISUAL: Company name, Salesforce logo, date, presenter name
SPEAKER NOTES: "Thank you for the time today. Our goal is [outcome]. Before we dive in, I want to make sure we're focused on what matters most to [audience]. [Opening question or statement]."

SLIDE 2: [Agenda / What We'll Cover]
TYPE: Transition
HEADLINE: "Here's what we'll cover — and what we want to leave with"
VISUAL: Simple numbered agenda (3-4 items max)
SPEAKER NOTES: "We'll spend about [X min] on [topic]. The most important thing I want you to walk away with is [key outcome]."

---

### Section 2: Situation (Slides [X]-[Y])

SLIDE [N]: [Current State]
TYPE: Story
HEADLINE: "[Specific challenge framed as their reality]"
VISUAL: [Chart showing current state metric / quote from discovery / before/after]
SPEAKER NOTES: "[Reference something specific from discovery]. This is what we heard from your team..."

---

### Section 3: Complication (Slides [X]-[Y])

SLIDE [N]: [The Cost of the Current Approach]
TYPE: Data
HEADLINE: "[Quantified impact of the current state]"
VISUAL: [Numbers, chart, or benchmark comparison]
SPEAKER NOTES: "The challenge isn't just the process — it's what the process costs..."

---

### Section 4: Resolution (Slides [X]-[Y])

SLIDE [N]: [The Proposed Solution]
TYPE: Story / Architecture
HEADLINE: "[What changes with Salesforce]"
VISUAL: [Solution overview diagram or key capability visual]
SPEAKER NOTES: "Here's what this looks like in practice..."

SLIDE [N]: [Customer Proof]
TYPE: Story
HEADLINE: "[Outcome a similar customer achieved]"
VISUAL: Quote card, metrics, or case study summary
SPEAKER NOTES: "[Customer name] was in a similar position. They saw [result] in [timeframe]."

---

### Section 5: Close (Last 1-2 Slides)

SLIDE [N]: [Summary and Value]
TYPE: Data
HEADLINE: "[The one-sentence value statement]"
VISUAL: 3 bullet outcomes or ROI summary
SPEAKER NOTES: "To summarize: [Situation]. [Complication]. With Salesforce, [Resolution]."

SLIDE [N]: [Call to Action]
TYPE: Close
HEADLINE: "[The specific decision or action you're asking for]"
VISUAL: Next steps with owner and date
SPEAKER NOTES: "Based on everything we've discussed, the natural next step is [X]. Does that make sense to you?"

Anti-PatternsReference

Scoring Rubric (90 Points)Reference

Cross-Skill IntegrationReference

TaskThis SkillDefer To
Build a full slide deck outlineYes
Write speaker notes for each slideYes
Adapt deck structure for executive vs. technical audiencesYes
Create the narrative arc for a presentationYes (with slides)sf-se-storytelling for narrative-only
Write a 1-page executive summaryNosf-se-executive-briefing
Build the demo that the deck introducesNosf-se-demo-scripts
Generate data visualizations inside the deckNosf-lwc-dataviz
Deck TypePurposeTypical LengthKey Difference
Discovery / First MeetingSet context, ask questions, build relationship5-10 slidesEnds with questions, not a pitch
Vision / PitchInspire with the art of the possible10-15 slidesHeavy on storytelling; light on technical detail
POV / Business CaseJustify investment with quantified outcomes12-18 slidesData-heavy; leads with ROI
Technical Deep-DiveAlign on architecture and solution design15-25 slidesArchitecture diagrams; feature depth
Executive BriefingC-suite alignment in 20 minutes5-8 slidesOne insight per slide; no bullet lists
QBR / Business ReviewReview progress and plan next period10-15 slidesMetrics-led; forward-looking
AudienceWhat They Care AboutSlide StyleWhat to Cut
CEO / C-SuiteRevenue, risk, strategic differentiation1 idea per slide; no bullets; big numbersTechnical details, feature lists, acronyms
VP / DirectorTeam productivity, goals, timelinesSummary bullets; metrics; clear askDeep technical architecture, API details
Technical Buyer / ArchitectArchitecture, integration, security, scalabilityDiagrams, specs, tradeoffsBusiness metrics (they'll tune these out)
End UsersEase of use, workflow impact, change managementScreenshots, workflows, before/afterExecutive strategy, pricing
Mixed roomVaries — lead with business, earn technical rightBusiness first 2/3, technical last 1/3Never go deep on both in the same deck
Anti-PatternWhy It FailsFix
Starting with "About Salesforce" slidesNo one cares about your company history before you've earned the rightStart with the customer's situation; earn the right to talk about Salesforce
Bullet-heavy slides with 8+ pointsAudience reads the bullets and stops listening to youOne idea per slide; the headline is the takeaway; visuals replace text
"Any questions?" as the final slidePassive; doesn't drive a decisionClose with a specific next step that you're recommending
Adapting a 30-slide technical deck for a C-suite meetingWrong content for the audience; executives disengageBuild the right deck for the room; don't reuse decks across audiences
Generic slides with no customer name or contextShows lack of preparation; demo mode, not customer modePersonalize at least the headline, the customer's pain points, and the proof point
Skipping speaker notesThe deck becomes a script, not a guide; presenter reads the slidesEvery slide needs a clear message and a transition to the next
Building the deck before knowing the call to actionThe structure lacks direction; the close is weakDefine the desired outcome before you write a single slide
CategoryPointsPass Criteria
Narrative Clarity25SCR arc is clear; every slide advances the story
Audience Fit20Depth, vocabulary, and visual style match the stated audience
Speaker Notes Quality20Every slide has specific guidance on what to say and how to transition
Call to Action15Final slide drives a specific decision or next step
Personalization10Customer name, industry context, and discovered pain woven throughout
SkillWhen to Use It
sf-se-storytellingCraft the narrative before building the slides
sf-se-executive-briefingCompress the deck into a 1-page leave-behind for executives
sf-se-proof-of-valueGenerate the ROI data and business case slides
sf-se-demo-scriptsBuild the demo that the presentation introduces
sf-se-discoveryUse the discovery summary to personalize every slide