Alex Edelstein

Commander
DISC Type : D

SVP Product Management, Salesforce AI Automation at Salesforce

San Francisco, California, United States

Overview

Alex Edelstein is a visionary product leader, recently the SVP at Salesforce where he led the AI Automation and Agentic Orchestration platforms. A Harvard and UC Berkeley Haas graduate, his career includes founding a SaaS crowdsourcing platform and an award-winning real estate development firm. People he has worked with describe him as having creative vision and grit.

Outside of work, Alex is an active startup investor with successful exits like Lyft and DocuSign. He served for eight years on the Board of Kiva, a micro-lending non-profit, and created UnofficialSF. com, a major Salesforce community resource. He lives in San Francisco with his wife and son.

He was once featured on the Bravo reality TV show, "The Millionaire Matchmaker. "

Personality Overview

Strong-Willed

Risk-Taker

Decisive

They like to stay in control of the negotiation or defining of the terms.  They put a lot of effort into ensuring personal success. They prefer to move quickly, and expect the same from others.

Topics They Care About

Agentic Orchestration
His most recent leadership role at Salesforce focused on combining AI agents with deterministic automation, a topic he frequently writes about.
AI-driven Automation
He led Salesforce Flow, one of the world's largest automation platforms, focusing on embedding AI and generative capabilities directly into workflows.
Startup Investing
He is an active, hands-on angel investor in early-stage tech, with successful investments including Lyft, DocuSign, and Splunk.

Media Appearances

Interview: Automate to Make Your Users Productive with Alex Edelstein. Featured in Salesforce Admin Blog

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Alex Edelstein, Author. Featured in Salesforce Blog

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Alex Edelstein, Author at Salesforce Admins. Featured in Salesforce Admins Blog

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Work History

8-2017
SVP Product Management, Salesforce AI Automation at Salesforce
5-2013 - 8-2017
Startup Investor at Maginot Technologies
3-2009 - 11-2013
Founder and CEO at Servio
1-2006 - 12-2013
Board of Directors at Kiva Microfunds
8-2003 - 12-2008
Founder and CEO at Gemstone Development

Education

1987 - 1991
AB from Harvard University
1997 - 2000
MBA from University of California, Berkeley, Haas School of Business

More Information

Social Presence :

Prographics :

Exp : 34 Location : San Francisco, California, United States Job Level : Leadership Designation : SVP Product Management, Salesforce AI Automation at Salesforce
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not spend too much time focusing on product tech or features
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Alex

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • If convinced, they can reach decisions quite fast.
  • Can Alex take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Alex

Personality Compatibility


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