Salesforce Beta Integration
Iteration case study showing how we recovered a 20-point decline in VP Sales purchase intent
The Problem
"I'm in the field selling RIGHT NOW. Q2 2026 might as well be next year. Show me Salesforce integration working, or I can't justify the trial."

— VP Sales persona, after seeing roadmap promise (83% → 63% purchase intent, -20 pts)
The Solution
Build minimal Salesforce Beta (2 fields, one-way sync) and ship THIS MONTH. Show proof it works NOW, not promises of Q2 2026.

Expected impact: 63% → 75%+ purchase intent (+12 pt recovery)
Target Metrics
75%+
VP Sales Intent (Target)
+12 pts
Expected Recovery
2-3 weeks
Ship Timeline
10 users
Beta Program Size
User Flow Mockups
Salesforce Account View
Sales rep sees competitive intel directly in Salesforce Account page (no context-switching)
View Full Mockup →
LMTY Dashboard Sync
VP Sales pushes intel to Salesforce with one click (manual control = trust)
View Full Mockup →
📄 Full Specification Document
Complete iteration case study with problem analysis, MVP scope, technical approach, beta program structure, and success metrics
Read Full Spec (13K words) →
What We're Building

MVP Scope (2 Fields Only)

  • Field 1: Competitive_Intel_Notes__c (Rich Text, 32K chars)
    Formatted intel with emoji severity levels + timestamps
  • Field 2: Last_LMTY_Sync__c (Date/Time)
    Recency indicator (shows intel is fresh)
  • Sync: One-way (LMTY → Salesforce)
    Manual push via dashboard button (~12 seconds for 50 accounts)
  • Timeline: 2-3 weeks to ship
    Simple enough to be believable, fast enough to prove "RIGHT NOW"
Beta Program (30 Days)
  • Week 1: Onboard 10 VP Sales users, connect Salesforce, map accounts
  • Week 2-3: Active usage, capture sync frequency + rep engagement
  • Week 4: Exit interviews, synthesize feedback, build case study
  • Success: Re-test VP Sales persona → validate 63% → 75%+ recovery
Why This Works
  • Proof over promises: "It works NOW" beats "Q2 2026 roadmap"
  • VP Sales workflow: Intel lives IN Salesforce (no context-switching)
  • Quota pressure: THIS quarter matters (not 2-3 months from now)
  • Believable timeline: 2-3 weeks is fast enough to be credible
  • Competitive advantage: Klue/Crayon don't have this yet (6-12 month window)

Created: 2026-03-09 | Format: TinyLab/Otto iteration case study

Author: Rak (Research & Knowledge)