Getting SOX Compliant with Salesforce

Track: Getting SOX Complaint with Salesforce Lonnie Willis, Astadia Holly Faulkner, Choicepoint Chad Rycenga, Charter Communications

Safe Harbor Statement “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include - but are not limited to - risks associated with the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates. Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor . Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

Lonnie M. Wills Chief Information Officer Holly Faulkner / Jason Conley Director, CRM Systems Ed Dischner Customer Success salesforce.com Moderated By: Chad Rycenga Director, IT CHARTER COMMUNICATIONS

Lonnie Wills Chief Technology Officer [email_address]

Astadia Astadia is a management consulting and technology solutions company that helps businesses become more productive in sales, marketing and customer service. INDUSTRY: EMPLOYEES: 100 GEOGRAPHY: Global PRODUCT(S) USED: SFA, Service & Support, 3 deployed applications on AppExchange # USERS: 100

SOX Case Study – Key Challenges Business Challenge Multiple Spreadsheets Geographically dispersed No central Reporting Inconsistent Results Technology Challenge Purchase Standalone System Integration required with multiple systems High Costs Silo Application Client / Server Application

SOXForce – The Solution How did we address the challenges? Built Control Environment Built Change Management Environment Implemented SOXForce Dashboard Trained entire auditing and accounting staff Over 900 controls 60 accounting and IT Users 250 Employees Multiple countries World Wide Training in EMEA, APAC & US Version 2.x since go live DEPLOYMENT DETAILS

Case Study – Results What were the results? Streamlined Audit process Improved documentation for each control Increased visibility to a real-time dashboard Created ability to respond more efficiently External Audit Review Capability Consolidate time line to complete audits Cost Savings in infrastructure and silo apps.

SOXForce Department: Accounting and IT # Users: 60 Key Requirements Support internal audit team Support external audit team Executive visibility Key Benefits Eliminated spreadsheets Centralize reporting On-demand dashboard visibility World Wide

Holly Faulkner Director CRM Applications ChoicePoint, Inc [email_address] Jason Conley Pricing Analyst/Auditor [email_address]

Position Largest provider of commercial background screening and drug testing services in U.S. More than 9 million background screens annually More than 5 million drug screens annually History Over 60 years experience Continual growth through acquisitions 2005 revenue = $1.1 billion 15 percent increase over 2004 revenue More than 20,000 clients Over 50% of Fortune 100 companies Strong vertical presence: Retail Staffing Financial Gaming Increasing Major Market presence Customers Capability Integrated solutions: drug testing, background checks, online applications, assessments, etc. Industry-specific solutions Product superiority NCrF - National Criminal File Industry leader in data security and disaster recovery Superior quality assurance WorkPlace Solutions at a Glance

Case Study– Key Challenges Business Challenge Accurate, Consistent Pricing Auditable Results Historical Tracking Interdepartmental Usability & Visibility (workflow) Technology Challenge Integration between systems Legacy architecture High Costs Reduced revenue Inefficiency Low customer service

Case Study– The Solution How did we address the challenges? Needs Assessments with Internal Auditing Roadmap Created “What do you need and where is it going?” Test changes using the Price Control document from Internal Auditing New feature/process training for all users. Maintain confirmation of training and understanding acknowledgement document. 158 Users Training WorkPlace Solutions DEPLOYMENT DETAILS

Acknowledgement Form for All Users Pricing Procedures Acknowledgement Form I, _______________________, have received and read the pricing procedure instructions, and I have been trained on the process. My signature below acknowledges that I understand and will implement the process as outlined. I also understand that if I deviate from this process in any manner I will face disciplinary actions which could include immediate dismissal.

Demo Department: Sales Operations # Users: 62 Key Requirements Provide visibility to Sales Opportunity activity Clear Pricing Approval from VP of Pricing Clear Audit Trail for External Auditors Key Benefits Eliminated pricing errors Centralized Account Set Up Process On-demand Pricing Approval visibility

Case Study– Results What were the results? Visibility Accuracy Proactive Customer Service Answered the Sarbanes – Oxley Compliancy challenge for ChoicePoint WorkPlace Solutions.

CHAD RYCENGA DIRECTOR, IT CHARTER COMMUNICATIONS [email_address]

Company Introduction 3 rd largest US cable company 6.2m subscribers in 40 states ’ 05 revenue = $5.254 billion INDUSTRY: Telecommunications EMPLOYEES: 17,200 GEOGRAPHY: US PRODUCT(S) USED: Appexchange, Sandbox, PRM, Service & Sales, Agent Console # USERS: 573

Case Study – Key Challenges Business Challenge Commissions Reconciliation Data Integrity Reporting accuracy SOX Compliance Technology Challenge Integration between systems Process/Requirement Definition Multisource Reporting Inconsistency Inefficiency Abuse

Case Study – The Solution How did we address the challenges? Process Definition Regulatory Participation / Buy-in System Reconfiguration/Relaunch Updated Commission Policy Integration MRR Timestamp Sandbox for SARBOX 573 Users Impacted DTS/SSIS/DataMart Training Business Units affected Ongoing improvements DEPLOYMENT DETAILS

Case Study– Results What were the results? % Improvements March 2005 (32% reconciliation) March 2006 (91% reconciliation) Visibility Reporting for RunRate Dashboards with meaning Culture shock Carrots and Sticks to drive Adoption

Demo Department: Sales Operations # Users: 500+ Key Requirements Support SOX Compliance Test, Test, Test (no margin for error) Executive visibility Key Benefits Systemic Reconciliation Compliance Revenue Assurance Windfall benefits (Customer Care)

Lonnie M. Wills Chief Information Officer Holly Faulkner / Jason Conley Director, CRM Systems QUESTION & ANSWER SESSION Chad Rycenga DIRECTOR, IT CHARTER COMMUNICATIONS

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Getting SOX Compliant with Salesforce

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