5 Things About a New Integration for Dealing with Documents Within a Salesforce Iframe – DaDaDocs

Special guest post from Irene Samozdran, Content Marketer, PDFfiler.

Irene Samozdran

Never heard of PDFfiler or DaDaDocs? Here’s 5 things you should know to about them. (EFD – I had never heard of them until seeing them at the Chicago World Tour in June, 2017.)

One: About PDFfiller and how we created the DaDaDocs integration

Let me introduce you to PDFfiller, a company that has been on the document solution market since 2008. We provide a PDF editor, eSignature solution and form builder combined in a single platform. This year we crossed the benchmark of 300,000 customers and decided to take on the strategy of building partnerships with other companies our customers use. Lots of our clients use Salesforce every day. They often struggle with the document management, having to download every document, edit it in another application and upload the results back to Salesforce. This is why we created DaDaDocs for Salesforce. (EFD – I had a great conversation with Gal Steinberg from PDFfiler at the Chicago World Tour. So good, in fact, that it led to DaDaDocs becoming a sponsor of Midwest Dreamin’ 2017.)

Two: What DaDaDocs brought to Salesforce

The main job of the DaDaDocs integration is to simplify complex workflows with documents, cut them down to minutes rather than hours and run every issue entirely within the Salesforce iframe. In a single integration, Salesforce users get an intuitive PDF editor, eSignature platform and form builder for data merging and collection. It means that any problem with documents – adding a customer’s notes to an offer, sending documents out for signature, using data from Salesforce objects to generate contract templates – all these issues can now be solved without leaving Salesforce. We’ve organized a comprehensive kit that should streamline complex business processes on the back end, so you won’t ever have to worry about paperwork again. (EFD – It sounds complex and somewhat confusing, but after watching the demo on the website, it looks like they made it easy! )

Three: Guiding customers through configuration

We understand how complicated setting up a new app can be, which is why we provide full customer support 24/7. When a new customer gets DaDaDocs at the AppExchange, we provide a 7-day free trial. They receive an email with detailed instructions for getting started and a link to contact customer support directly. Our support team is happy to walk anybody through the configuration process. (EFD – Customer support can make or break a deal…just like it can make a meal great or take a restaurant off your list completely!)

Four: How we believe in contributing to IT self-education

At PDFfiller we believe in self-made success. This is also the reason we support educational projects in local IT-communities. Our engineers conduct regular meetups, participate in conferences where they can share their experience and everyone can learn from common mistakes. (EFD – That’s what I like to call giving back to help others grow and learn.)

Five: The philosophy of businesses going green starts with a paperless office

We started this company without a big idea but eventually understood the obvious truth right in front of us. Taking all your documents to the cloud and running a paperless office is the first step to green entrepreneurship. We believe it’s important to do your part for better and cleaner environment. We’re proud to provide a product that helps businesses make that change. (EFD – I used to think that going paperless was far-fetched idea that wouldn’t happen until way out into the future, if it could happen at all. With technology like Salesforce and DaDaDocs, the future just might be here now.)

EFD – Thanks, Irene, for bringing the value of DaDaDocs to my attention and allowing me to share it with others.

I’m the (Kevin) Bacon of the Salesforce Community – Introducing Lauren Touyet

This is the forty-seventh post in my blog series in which I feature people I know from the community: Salesforce employees, MVPs, User Group Leaders, Partners, and honestly, anyone who I’m connected with who is willing to share with me the answers to five simple questions. I hoping that this blog series will help everyone out in the community get better connected to others who are either like them, can help them, are nothing like them, can’t help them, or are simply people they haven’t met yet! After all, a stranger is simply a friend you don’t know yet.

For me, one of the greatest strengths of the Salesforce Ecosystem is its people and the connections that are shared.

So, if you are brave enough, even if you’ve never met me in person, fill out this form and I’ll feature you in an upcoming post. (In case I have confused anyone, the questions on the form about our relationship refers to you, the reader, and me, the author, Eric Dreshfield, and not the featured person in this post.) Just beware, by completing the form, you are giving me permission to use that information in a future post, as well as allowing me to interject some of my own thoughts into your responses!

And now I introduce the founder of Salesforce Ohana Coffee, and Salesforce FanGirl (her words,  not mine), Lauren Touyet.

Lauren

What’s your job title? Senior Systems Analyst, DocuSign, and Host of Salesforce Ohana Coffee! (EFD – DocuSign?!?  I love DocuSign. I’ve used them for a few years to manage all the sponsorship agreements for Midwest Dreamin’!)

What does that mean you do? Obviously, I talk about how amazing Salesforce is but I also am the only Salesforce professional in Europe for my company so I wear a few hats: I am a trainer, making sure we are using the system the way we should and stopping the bad habits; I am a sounding board for all the ideas the business has; I am an Admin who solves problems with Salesforce, I am a ninja who fixes all the gremlins in the system; I am a process adviser making sure processes match the system design and finally I am a gate keeper of our security making sure the apps and plug ins we install are above board. (EFD – I have just one question, ok, maybe three: 1.) With all that stuff you do, how do you find time to sleep? 2.) If you are the gate keeper, who is the key master? and 3.) What prompted you to start Salesforce Ohana Coffee, and what is it all about?)

How long have you been involved with Salesforce.com (as a customer and/or an employee)? I started using Salesforce when I was order processing in my old job. We used it for discounting customers’ orders – that was back in 2009. I remember the training we received (it was nothing fancy) but I remember thinking finally a system we can use that doesn’t have the hassle of chasing Sales people for approval codes. From there I tried to learn as much as I could. In 2011 that company was rolling out email to case and a few managers encouraged me to apply for the Salesforce admin position, and the rest, as they say is history!.  (EFD – Hey! It sounds like you may not have been an “Accidental Admin”! )

Bacon or sausage? It’s Bacon, or nothing!

What’s more important: Who you know, or what you know? While is it definitely imperative to know your stuff, you can’t be expected to know everything which is why who you know is so important. That’s why I love the community – if I get stuck I can reach out and I know they all have my back. To me, the community is more than people who do the same job as me, they are family and my best friends! I know that is silly to say about people who are half way around the world and who I only see at Dreamforce but true I talk to the Ohana daily. That is why I love Ohana Coffee so much. I meet up with my friends to talk work, life, events and everything else! (EFD – I guess that answers my 3rd question from above. One word of caution – if you join the Ohana Coffee sessions, be aware that Lauren says she will post unflattering pictures of everyone on Twitter. It’s true…check out the pics below!)

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How did our relationship start, and when? I followed you on twitter for a while and then we met at a Dreamforce party, however I didn’t know it was you until after the party! But our relationship definitely grew when you started attending Ohana Coffee and we got to chat more and share stories and experiences. The timing is hard to pinpoint. I was twitter stalking you for a good while before Dreamforce, but wasn’t sure if you were a catfish. So I would say the Dreamforce Party on a rooftop (I think it was the Apttus party.)  (EFD – And now I’m Googling “catfish” to see what that really means. Should I be insulted, or flattered?)

And now the bonus question – What’s one fact about you that few people know, that will surprise me and my blog readers? When I was a kid, I used to work on movie sets in Ireland with my Dad. We would rewire the stars’ trailers as they were brought in from America and were a different voltage! I have worked on the sets of “Michael Collins”, “Mrs Browns Boys”, “Veronica Guerin” and “Agnes Brown”. (EFD – So you might have rubbed elbows with some celebrities…and now you are a celebrity in the Salesforce ecosystem! It’s really true: what goes around, comes around.)

You can find Lauren on Twitter. Be sure to also follow Ohana Coffee.

I’m the (Kevin) Bacon of the Salesforce Community – Introducing Launa Saunders

This is the forty-sixth post in my blog series in which I feature people I know from the community: Salesforce employees, MVPs, User Group Leaders, Partners, and honestly, anyone who I’m connected with who is willing to share with me the answers to five simple questions. I hoping that this blog series will help everyone out in the community get better connected to others who are either like them, can help them, are nothing like them, can’t help them, or are simply people they haven’t met yet! After all, a stranger is simply a friend you don’t know yet.

For me, one of the greatest strengths of the Salesforce Ecosystem is its people and the connections that are shared.

So, if you are brave enough, even if you’ve never met me in person, fill out this form and I’ll feature you in an upcoming post. (In case I have confused anyone, the questions on the form about our relationship refers to you, the reader, and me, the author, Eric Dreshfield, and not the featured person in this post.) Just beware, by completing the form, you are giving me permission to use that information in a future post, as well as allowing me to interject some of my own thoughts into your responses!

And now I introduce the co-leader of the San Diego Salesforce User Group, and Salesforce MVP, Launa Saunders.

launa-saunders

 

What’s your job title? Manager, Sales Operations, Illumina, Inc. (EFD – I had to look up Illumina…I knew you worked there, but really didn’t know much about the company. According to their website: “Today we are a global leader in genomics – an industry at the intersection of biology and technology. At the most fundamental level, we enable our customers to read and understand genetic variations. We strive to make our solutions increasingly simple, more accessible, and always reliable. As a result, discoveries that were unimaginable even a few years ago are now becoming routine – and are making their way into patient treatment.” I’m still not sure what the company does! It’s a biotechnology firm.)

What does that mean you do? Currently my focus is on the strategy of our CRM from the technical perspective. When I first started at Illumina, I was a Sr. Business Analyst in the GIS department. Now that I am in Sales Operations I am able to tie the needs of the business to the IT infrastructure. (I speak in Salesforce talk to our Admins: “WFR”, “FLS”, etc. oh yeah, and “LOL”). (EFD – I bet sometimes your Salesforce Admins and users make you also say “WTF”, and then you reach for a drink! #WhyAdminsDrink)

How long have you been involved with Salesforce.com (as a customer and/or an employee)? I have been managing Salesforce systems since 2007. I started off as an Administrative Assistant responsible for running the department metrics, out of Salesforce. When I started (at this particular company) every employee was assigned the Admin profile, and had the ability to change layouts, fields, etc. I couldn’t run metrics successfully since we would come in and find that someone had changed a picklist value the night before, or removed a field altogether. I became a member of the Salesforce Community and eventually taught myself Salesforce through trial and error (and a little help from SteveMo of course). Eventually I submitted a project plan to revamp Salesforce, including removing everyone’s admin rights. Since then I have worked in multiple orgs with various titles, but it always comes back to the strategy and improving adoption.  (EFD – Ouch! “every employee was assigned the Admin profile” Yeah…that’s calls for another drink! #WhyAdminsDrink)

Bacon or sausage? Eww…a pork product? No thank you!

What’s more important: Who you know, or what you know? It’s definitely who you know, the community proves that! I don’t have to be an expert on everything Salesforce, but if I go to the community, I know someone will be and I can reach out to them with questions, advice, etc., I can then pay it forward and share my knowledge. It’s what makes the world go ’round (plus I like to avoid being a “jack of all trades, master of none”. The community is my Rolodex of experts to reach out to when the time comes) (EFD – Ooo…Love that: “The community is my Rolodex of experts.” WOW!)

How did our relationship start, and when? Well, we are both UG leaders, and inducted as MVPs at the same time (Spring ’13), so that’s when it started. But you were the first MVP that I had a beer with at the first MVP Summit in 2013, so you were the “welcome wagon” of sorts.  (EFD – A fellow user group leader and an MVP class mate…or is that glass mate?  Either way, it’s been great knowing you since 2013!)

And now the bonus question – What’s one fact about you that few people know, that will surprise me and my blog readers? While raised in San Diego, I wasn’t born here. I’m actually from a small farming community in central California. My family is still there. We have a massive ranch there where I learned to farm, shoot, raise bees, you name it! My Dad taught me to live off the land if need be, so he keeps me grounded. I love the beaches and sun in San Diego, but nothing beats a campfire in the middle of nowhere underneath a million stars. (EFD – I live out in a rural part of Southern Indiana, after growing up and living most of my life in suburban areas near large cities. I really like being able to go outside at night, look up and see millions of stars! I totally agree with that!)

You can find Launa on Twitter.

I’m the (Kevin) Bacon of the Salesforce Community – Introducing Aldo Fernandez

This is the forty-fifth post in my blog series in which I feature people I know from the community: Salesforce employees, MVPs, User Group Leaders, Partners, and honestly, anyone who I’m connected with who is willing to share with me the answers to five simple questions. I hoping that this blog series will help everyone out in the community get better connected to others who are either like them, can help them, are nothing like them, can’t help them, or are simply people they haven’t met yet! After all, a stranger is simply a friend you don’t know yet.

For me, one of the greatest strengths of the Salesforce Ecosystem is its people and the connections that are shared.

So, if you are brave enough, even if you’ve never met me in person, fill out this form and I’ll feature you in an upcoming post. (In case I have confused anyone, the questions on the form about our relationship refers to you, the reader, and me, the author, Eric Dreshfield, and not the featured person in this post.) Just beware, by completing the form, you are giving me permission to use that information in a future post, as well as allowing me to interject some of my own thoughts into your responses!

And now I introduce the brains behind the first-ever Punta Dreamin’, Aldo Fernandez.

aldofernandez-profile

What’s your job title? Technical Architect, Litify.com. (EFD – I had to look that company up. According to their website, Litify is the world’s best business management platform designed specifically for law firms. And it’s built on the world’s leading CRM platform…Salesforce, of course!)

What does that mean you do? I work as a Technical Architect for Litify.com, a Salesforce startup based in NY, where we are building end-to-end products for the Legal Industry like Referrals, Intakes and Practice Management tools. Daily, I’m back-to-back with multiple Product Managers and Development teams, helping to meet business requirement with the Platform’s best practices on development, automation, integration, security and customization scenarios. (EFD – That’s a pretty wild commute from Uruguay. I’m guessing you work remotely.)

How long have you been involved with Salesforce.com (as a customer and/or an employee)? I’ve been working with Salesforce since 2008. I started for a partner as a developer on a 3 month integration project with no big expectations. Then I started digging deeper on the platform and learned that Salesforce was much more than just a CRM. So yes, you can say I was seduced by the Force.  (EFD – You have a year more than I do on the platform. It’s very interesting to see how many different directions people can take their careers with the Salesforce platform.)

Bacon or sausage? Can’t I have both? Don’t make me decide!

What’s more important: Who you know, or what you know? What you know is very important but I think who you know (and learn from) wins. It’s amazing how you can learn things from the most unexpected people. (EFD – Score another victory for the “who”! I wonder just what that score is. For my next post in this series, I’ll review the stats!)

How did our relationship start, and when? I was studying for the CTA exam in the lounge area of a Hostel in San Francisco during Dreamforce, (2013, I think) and I noticed your Salesforce t-shirt and started talking about local Salesforce User Groups. You encouraged me with ideas to our Developer User Group in Uruguay which I really appreciated. In the name of our Community, Thanks Eric! (EFD – Yes! I remember that chance meeting in the hall of the Hostel. What a great conversation, and if memory serves me correctly, Zachary Jeans was there as well. How exciting it is to see that now you’ve taken the user group idea even further and launched Punta Dreamin’, the technical conference for Latin America’s Salesforce Community.)

And now the bonus question – What’s one fact about you that few people know, that will surprise me and my blog readers? I used to be a professional football(soccer) player in Uruguay. It didn’t worked; I was a better student on Engineering School than on the pitch. (EFD – Wow…now I know 2 people who were professional soccer players before starting a career that got them involved with Salesforce!)

You can find Aldo on Twitter.

5 Things You Might Not Know About Salesforce ISV Partner Vision-e

Special guest post from Abbi Webb, Marketing Manager, Vision-e.

abbi-webb

Never heard of us? Well, here are 5 things you should know to get acquainted. (EFD – I had never heard of Vision-e…until I got an email from Abbi.)

One. Our company was founded to be and do everything Salesforce-related for Xerox. We created Salesforce solutions for Xerox agencies designed to improve employee quality of life by becoming more efficient and making more sales. Our solutions proved to be highly effective and successful for Xerox, which led us to a big idea. What if we started offering solutions to businesses of all sizes using Salesforce looking to boost productivity, increase sales, and create more opportunities to win for their business and their employees? And so we did… (EFD – I’ve certainly heard of Xerox…and I’m sure all of my readers know that name. I remember when I was a child hearing teachers say they needed to Xerox the test so everyone in the class could have a copy. At first I thought Xerox was a fancy way of saying copy. I suppose, in a way, I was right!)

Two. Today, we are in the top 25 most popular apps on the AppExchange with the no.1 scanning solution, Scan. Scan is a top-of-the-line business card scanning solution that gets data in Salesforce to be actionable with just the tap of a button. Scan is all about getting data into Salesforce in the most efficient and accurate way possible. With AI technology, our solution also uses voice to text translation to turn voice recordings into new tasks created in Salesforce; all that in addition to QR & Barcode Scanning. You can learn more about it here. (EFD – Check out the Apps by Vision-e on the AppExchange.)

Three. As a Salesforce Silver ISV Partner, we have developed several solutions and have over 300 clients around the world. The crazy part? We have less than 20 employees! We’re a small team, but a lean one. While we are growing significantly in 2017, our size allows us to be personal with our clients in getting them off to a fast and easy start using our solution, maintaining that relationship, and providing Salesforce expertise all the way through. (EFD – Great customer service with a personal touch…that’s the key to success!)

Four. For all of the ericforcefield readers, we are mostly bacon fans (minus the two vegetarians in the office). We are a close-knit group that takes the job very seriously. While we bear titles: Software Engineer, Sales Support, Account Executive, etc., what each of our jobs mean to us is that we get to empower other businesses by bringing sales into focus with automation and technology. And that is a powerful thing. (EFD – Let’s hear it for BACON! But in the spirit of equality for all, I do enjoy some vegetables now and then…I don’t think I could survive without my bacon, or other meats, though.)

Five. Something we love more than creating innovative Salesforce solutions is giving back. At Vision-e, we believe in supporting our local community by providing assistance through donations and charitable events. In the recent holiday season, our team started a fund to raise money and donations for a local family in need. Having met our goal, we were able to provide this family with an exceptional holiday experience full of joy and cheer! Check out our blog post about it here. We hope that this will inspire you to do something similar in your community! (EFD – Helping others is what it’s all about. Marc Benioff started the 1-1-1 model when he first launched Salesforce, and many companies have adopted Pledge 1 Percent as a way of doing business. Helping others isn’t just limited to companies. People all around the world are just a generous with time and talents. Check out the post I wrote for Apttus: Giving Back is Where It’s At, and then take the next step and start helping others too!)

EFD – Thanks, Abbi, for bringing the value of Vision-e to my attention and allowing me to share it with others.

I’m the (Kevin) Bacon of the Salesforce Community – Introducing Ryan Lorenzen

This is the forty-fourth post in my blog series in which I feature people I know from the community: Salesforce employees, MVPs, User Group Leaders, Partners, and honestly, anyone who I’m connected with who is willing to share with me the answers to five simple questions. I hoping that this blog series will help everyone out in the community get better connected to others who are either like them, can help them, are nothing like them, can’t help them, or are simply people they haven’t met yet! After all, a stranger is simply a friend you don’t know yet.

For me, one of the greatest strengths of the Salesforce Ecosystem is its people and the connections that are shared.

So, if you are brave enough, even if you’ve never met me in person, fill out this form and I’ll feature you in an upcoming post. (In case I have confused anyone, the questions on the form about our relationship refers to you, the reader, and me, the author, Eric Dreshfield, and not the featured person in this post.) Just beware, by completing the form, you are giving me permission to use that information in a future post, as well as allowing me to interject some of my own thoughts into your responses!

And now I introduce four-time Salesforce Certified, Ryan Lorenzen.

rlorenzen

What’s your job title? Salesforce Solutions Architect, PayPal. (EFD – That sounds impressive. When you get your paycheck is it deposited into a PayPal account?)

What does that mean you do? I’m the Salesforce solutions architect for PayPal’s largest business unit, Global Operations. The user base we support consists of 1300 users based in APAC, EMEA, and NA who work in sales, account management, business support, product integration, and underwriting…to name a few. I also lead a team of awesome admins based in the US, India, China, and Ireland. Everyday I get to talk to people all over the world and help design solutions for them. For a kid from Nebraska, that’s pretty cool. (EFD – That IS really cool!  So there’s more than just corn in Nebraska…)

How long have you been involved with Salesforce.com (as a customer and/or an employee)? I’ve been using Salesforce for about 11 years and have been a System Admin for the past 7.  Got my start as a user while working in Sales Ops.  (EFD – 11 years…I bet you’ve seen a change or two-hundred!)

Bacon or sausage? I love bacon. I love black pudding more. (Blood sausage, popular in the UK/Ireland) (EFD – Uh…not sure I’d eat anything with “blood” in the name, but to each their own!)

What’s more important: Who you know, or what you know? To me, they’re equal.  Those who are talented and surround themselves with the right people will be successful. (EFD – I used to think who you knew was more important than what you know, but the more I publish this post and see other people’s views, the more I tend to agree with your statement that they are equally important.)

How did our relationship start, and when? Our relationship started on Twitter, in the Summer of 2015, I think. I was sitting at 100 followers and DM’d you to ask how you managed to amass 3k followers. Since then, I’ve got your advice on other things as well, which I really appreciate. I look forward to meeting you in person someday. (EFD – And since then, you’ve increased your followers like 12-fold, and I’ve not quite doubled mine. Hmm…the student might be performing better than the teacher. I’m looking forward to an in-person meeting with you someday too!)

And now the bonus question – What’s one fact about you that few people know, that will surprise me and my blog readers? I came very close to being a Firefighter.  I went to college for computer programming, but I barely graduated and failed to find a job in that field.  I gave up on software and spent 2 years in my city’s Firefighter hiring process.  I passed all the tests, and right before the final interview, I realized it wasn’t for me and withdrew.  I’m fortunate to have found a career that I truly love, and I still get to put out lots of fires, just in a different way.  (EFD – While the fires you put out now may not be life-threatening, I’m sure some of them feel just as exhilarating and stressful as fighting an actual fire might be.)

You can find Ryan on Twitter.

I’m the (Kevin) Bacon of the Salesforce Community – Introducing Rebecca Fontanilla

This is the forty-third post in my blog series in which I feature people I know from the community: Salesforce employees, MVPs, User Group Leaders, Partners, and honestly, anyone who I’m connected with who is willing to share with me the answers to five simple questions. I hoping that this blog series will help everyone out in the community get better connected to others who are either like them, can help them, are nothing like them, can’t help them, or are simply people they haven’t met yet! After all, a stranger is simply a friend you don’t know yet.

For me, one of the greatest strengths of the Salesforce Ecosystem is its people and the connections that are shared.

So, if you are brave enough, even if you’ve never met me in person, fill out this form and I’ll feature you in an upcoming post. (In case I have confused anyone, the questions on the form about our relationship refers to you, the reader, and me, the author, Eric Dreshfield, and not the featured person in this post.) Just beware, by completing the form, you are giving me permission to use that information in a future post, as well as allowing me to interject some of my own thoughts into your responses!

And now I introduce graduate of the first-ever Salesforce Admin BootCamp, Rebecca Fontanilla.

2016_grad_rebeccafontanilla-33-of-91  2016_grad_rebeccafontanilla-84-of-91

What’s your job title? University Program Expansion Coordinator – Technical Development, on site at Google contracted by Zenith Corporation. (EFD – Wow…straight out of college to working at Google!  That’s Awesome!)

What does that mean you do? As a Program Coordinator, I am responsible for engaging in technical outreach and creating developmental programs to promote Google’s presence on campus. In addition to scheduling and conducting training programs with advocates, I assist in virtual set-ups and prepare for interview sessions. As a recent graduate, I believe the people I’ve met (whether they be students, co-workers, or professors), have helped shaped me into the individual I have become. This is why I’ve chose to be in the role that I am in today. I serve as the person I wish I could have met while in college. (EFD – That’s a really cool role. You get to help others just like you, but give them a step up on the competition in what is most certainly a fierce job market. Congrats to you…and kudos to Google for recognizing the need!)

How long have you been involved with Salesforce.com (as a customer and/or an employee)? My relationship with Salesforce sparked in January 2016 when I attended the Salesforce Admin Bootcamp at the University of San Francisco.  (EFD – That was a great program. I got to enjoy the closing festivities of the program as I happened to be in San Francisco at the time and Jennifer Wobser invited me to attend.)

Bacon or sausage? It’s Bacon or Nothing!

What’s more important: Who you know, or what you know? Neither. One of my college professors always told me that it doesn’t matter who you know, but who knows you. I gave his advice some thought and it speaks volumes. You could know x amount of people but if no one knows you then, do you really know them? (EFD – Hmmm….interesting. I never thought about it that way before, but it’s still about the people, and making connections, right?)

How did our relationship start, and when? I think we met through Cheryl Feldman, who I met through Jennifer Wobser. I remember I would have hour long phone conversations with these two ladies about career tips and I believe they e-introduced us. They advised me to follow you on Twitter, and being the social media lover that I am, of course I had to. (EFD – And then we met in person in January, 2016, at the closing reception of the Salesforce Admin BootCamp. It was great to see you at Dreamforce recently too!)

And now the bonus question – What’s one fact about you that few people know, that will surprise me and my blog readers? In January 2015, I went to Peru for a sports-based immersion and learned how sports has transformed some the youth in Peru. This trip was such an eye-opening experience. I used to play soccer when I was in kindergarten all the way up to my senior year of high school. I always thought of soccer as just a recreational activity, but the youth in Peru view soccer (sports in general) as an outlet from their day-to-day routine. Most spend their days perfecting their soccer skills in hopes of being recruited to play in the United States. I played soccer with a few of the children (ages 4-18) and I have never felt so out of shape in my life. These kids are truly an inspirational for self-betterment. They are so content with the little that they have but they make the best of what is offered to them, and that is true happiness. Also, side note: I am in the process of finishing my personal blog, but no surprise I’m creating a website for my personal brand. I guess it’s a little surprising that I haven’t had a site for my personal brand. I’ll probably post the link to my site next week after I clean it up a bit. Oh, I also don’t have a snapchat…is that weird? (EFD – Personal branding is SUPER important! Good for you in recognizing that so early, and doing something about it. I’ve never been to Peru, or played soccer!  And I don’t have a snapchat account either. I need one of my kids to explain snpachat to me, I guess. I don’t get it!)

You can find Rebecca on Twitter.

I’m the (Kevin) Bacon of the Salesforce Community – Introducing Ben Bolopue

This is the forty-second post in my blog series in which I feature people I know from the community: Salesforce employees, MVPs, User Group Leaders, Partners, and honestly, anyone who I’m connected with who is willing to share with me the answers to five simple questions. I hoping that this blog series will help everyone out in the community get better connected to others who are either like them, can help them, are nothing like them, can’t help them, or are simply people they haven’t met yet! After all, a stranger is simply a friend you don’t know yet.

For me, one of the greatest strengths of the Salesforce Ecosystem is its people and the connections that are shared.

So, if you are brave enough, even if you’ve never met me in person, fill out this form and I’ll feature you in an upcoming post. (In case I have confused anyone, the questions on the form about our relationship refers to you, the reader, and me, the author, Eric Dreshfield, and not the featured person in this post.) Just beware, by completing the form, you are giving me permission to use that information in a future post, as well as allowing me to interject some of my own thoughts into your responses!

And now I introduce the 2-time Salesforce Certified, Ben Bolopue.

ben-bolopue

What’s your job title? Salesforce Administrator, Quanex Building Products. (EFD – When Ben completed my form with all his details he actually listed his job title as: Salesforce Administrator/CRM Geek/Salesforce Kool Aid Consumer. I suppose that means he’s “All in” with the Salesforce platform and ecosystem.)

What does that mean you do? I’m the (goal) keeper of all things CRM related. On paper… I’m to facilitate the development and upkeep of CRM based systems/processes intended to standardize and/or improve the overall efficiency of day-to-day operations in: Customer Service, Quality Assurance, Tech Services, Sales and Marketing… and whoever else wants in really. In reality, I do my best to pull from my experience as a Continuous Improvement Coordinator and lifelong geek in order to make people’s work lives better, easier, more enjoyable and efficient. All via Salesforce, of course! (EFD – Oh boy…you’ve got it bad, but it really sounds like you LOVE your job and all the ways you can make an impact at your company.)

How long have you been involved with Salesforce.com (as a customer and/or an employee)? I first logged into Salesforce back in November of 2011 and have been my company’s Admin ever since. Literally… the first time I logged into (ever even saw the login page of) the system, I did it as an admin. Don’t get me wrong, Salesforce being as intuitive as it is, I was able to find my way around it pretty quickly. Also, I was fortunate enough to attend a week-long “Beginning Admin” class in Minneapolis a few months after I took over our org. It was HUGELY helpful in getting my feet wet with some of the more complex features of the system. It was definitely a zero to 60 in under three seconds kind of experience, though!  (EFD – Starting your Salesforce career as an Admin…wow, and having to figure some of it our on your own. Whoa…and Trailhead did not exist back in 2011 either.)

Bacon or sausage? Can’t I have both? Don’t make me decide

What’s more important: Who you know, or what you know? Wow… Personally I think it’s more a matter of how you use WHAT you know to help WHO you know. Loads of people are experts in some or most parts of “something”. Which is great, but unless those folks are able to make huge, sweeping changes that make a difference in some part of life for the masses using their knowledge of said “something”, the impact (specific to their area of expertise) they have is most likely going to be highly localized. Now… if that same expert made it a point to share, even a small amount of their knowledge on a regular basis, the ripple effect kicks in and the potential impact of their efforts can grow exponentially. (EFD – Uh, So that’s a “both”?)

How did our relationship start, and when? I believe it was early Spring, 2016, and our relationship started the same way as almost all relationships… on Twitter of course! You play a large role in the Salesforce Community and post wonderful Tweets involving bacon. It was really just a matter of time before a conversation started between us! Long story short, knowing that you’d been around the Salesforce block several times and that you seem to also recognize bacon as a food group, I wrote you looking for insight and guidance. You, in turn, responded with kindness, openness and the insight and guidance I sought. Thanks, Eric. (EFD – Ok, so this is supposed to be about YOU, but thanks for the kind words, none the less. )

And now the bonus question – What’s one fact about you that few people know, that will surprise me and my blog readers? I contemplated being a vegetarian for a time. I was young and highly impressionable. Not to say there’s anything wrong with being a vegetarian, but for those that know me… it’s probably the last thing you’d expect me to think! You see, when I was little (5-6 years old-ish) my family was pretty poor. We lived with my grandfather who was a retired farmer and whose farm had sat unused for probably 25 years at the time. I’m not sure whose idea it was, but somebody decided that a good way to save some money, would be to purchase a calf from a neighboring farm, raise it and (eventually) eat it. Somewhere along the lines, this cow became mine. At least to me it was. I named it Leon and made it a point to spend time with him whenever I could. Leon being a gigantic cow and me being a little boy, I wasn’t able to do things that most kids would with their pets. There were no games of fetch, no going for walks and yard clean-up was never less than a two person job. My parents, seeing how attached I’d become to Leon and not having accounted for how much a cow would cost to raise, decided to sell Leon back to the neighboring farm. I-Was-Devastated. Shortly after I watched the farmer come to take Leon away, I overheard a conversation about how “the steaks probably wouldn’t have been very good anyway” and how “it would’ve cost too much to have a butcher come out all the way out for one cow”. Putting two and two together, I realized what Leon actually was and where he was headed. Almost made a vegetarian out of me. Almost! (EFD – I actually know someone who did become a vegetarian after realizing that hamburgers came from cows!  As for me, the only way I could be a vegetarian is if Bacon was a vegetable, but we all know Bacon comes from pigs, which are most certainly NOT a vegetable.)

You can find Ben on Twitter.

I’m the (Kevin) Bacon of the Salesforce Community – Introducing Kris Salava

This is the forty-first post in my blog series in which I feature people I know from the community: Salesforce employees, MVPs, User Group Leaders, Partners, and honestly, anyone who I’m connected with who is willing to share with me the answers to five simple questions. I hoping that this blog series will help everyone out in the community get better connected to others who are either like them, can help them, are nothing like them, can’t help them, or are simply people they haven’t met yet! After all, a stranger is simply a friend you don’t know yet.

For me, one of the greatest strengths of the Salesforce Ecosystem is its people and the connections that are shared.

So, if you are brave enough, even if you’ve never met me in person, fill out this form and I’ll feature you in an upcoming post. (In case I have confused anyone, the questions on the form about our relationship refers to you, the reader, and me, the author, Eric Dreshfield, and not the featured person in this post.) Just beware, by completing the form, you are giving me permission to use that information in a future post, as well as allowing me to interject some of my own thoughts into your responses!

And now I introduce the 3-time Salesforce Certified , Kris Salava.

kris-salava

What’s your job title? Salesforce Consultant, Redpath Consulting. (EFD – I featured Nick Lindberg in my last post…he works at Redpath too!)

What does that mean you do? I work with non-profit organizations, assisting them with implementing and managing their Salesforce Orgs. (EFD – So you  provide the technology that helps NPOs help others. That’s cool!)

How long have you been involved with Salesforce.com (as a customer and/or an employee)? I’ve been in the Ecosystem for about two years.  (EFD – Two years, three certifications….nice ratio!)

Bacon or sausage? It’s Bacon or Nothing!

What’s more important: Who you know, or what you know? Who you know is most important. What you know is important, but if you are the only one that knows what you know, it doesn’t get you very far. You have to share with others to move forward. (EFD – I like that response!  Share your knowledge!)

How did our relationship start, and when? We met at Midwest Dreamin 2015, introduced by a member of the Study Group I am working with for Salesforce Administrator certification. (EFD – Midwest Dreamin’ 2015…let me think. That was the year with Dan Darcy and Peter Coffee as keynote speakers, and no band.)

And now the bonus question – What’s one fact about you that few people know, that will surprise me and my blog readers? I love to be involved in things, but if I don’t put myself in a position where I am accountable to others, I might skip it to relax at home instead. That’s how I became treasurer and then president of our local MOMS Club in the early 2000’s and how I became a Girl Scout Troop Leader. So I volunteer to lead when given the opportunity. (EFD – That’s awesome! Girl Scout Troop Leaders really have an opportunity to make a huge impact on the future!)

You can find Kris on Twitter.

I’m the (Kevin) Bacon of the Salesforce Community – Introducing Nick Lindberg

This is the fortieth post in my blog series in which I feature people I know from the community: Salesforce employees, MVPs, User Group Leaders, Partners, and honestly, anyone who I’m connected with who is willing to share with me the answers to five simple questions. I hoping that this blog series will help everyone out in the community get better connected to others who are either like them, can help them, are nothing like them, can’t help them, or are simply people they haven’t met yet! After all, a stranger is simply a friend you don’t know yet.

For me, one of the greatest strengths of the Salesforce Ecosystem is its people and the connections that are shared.

So, if you are brave enough, even if you’ve never met me in person, fill out this form and I’ll feature you in an upcoming post. (In case I have confused anyone, the questions on the form about our relationship refers to you, the reader, and me, the author, Eric Dreshfield, and not the featured person in this post.) Just beware, by completing the form, you are giving me permission to use that information in a future post, as well as allowing me to interject some of my own thoughts into your responses!

And now I introduce the 4-time Salesforce Certified and Salesforce MVP, Nick Lindberg.

Nick Headshot

What’s your job title? Director of Nonprofits, Redpath Consulting. (EFD – So you direct nonprofits? How do you know where to you tell them to go?)

What does that mean you do? Dreaming and building tools via Salesforce for nonprofits all while running the team at Redpath to carry out our nonprofit projects. (EFD – Oh!!!  I get it now. You help nonprofits become more connected to their donors and clientele, while making them lean, mean, efficient machines. Except for the mean part…I hope!)

How long have you been involved with Salesforce.com (as a customer and/or an employee)? I’ve been in the Ecosystem for over 7 years now. Five years as an accidental admin for a nonproft, and now 2.5 years, so far, as a partner.  (EFD – You and I have been in the ecosystem about the same amount of time!)

Bacon or sausage? It’s Bacon or Nothing!

What’s more important: Who you know, or what you know? To me, it is all about who you know. By knowing others, you have a group of people you can lean on and look to for knowledge. There is no way one individual can know everything there is to know about Salesforce or life for that matter. Collectively, through who you know, there is a greater chance of building out the what and potentially discover things you didn’t even know were possible. (EFD – I don’t think I could have said it better myself.)

How did our relationship start, and when? I first heard of this amazing Salesforce Kevin Bacon character also known as Eric during User Group Roundtable calls back in the beginning of 2014. During the calls, there would be a lot of conversation about various ways to run a User Group or referencing previous conversations. He was the person who would chime in and say he had a bookmark of the conversation topic and would in turn post them to the Success Community after the call so we all knew where the information was. From those calls, I just knew he was one solid fella and I needed to get to know more about him.

Afterwards, there were many occasions that the relationship really started to take off. From exchanging tweets back and forth, to chatting about how awesome it is to be an Admin after the Admin Keynote during Dreamforce 2014, to many awesome conversations during the MVP Summit 2015 & Midwest Dreamin’ 2015.

Over the past year our relationship has blossomed into a friendship. He’s really taken on #raynasunset as a way of remembering my daughter Rayna. It seems at least once a week there is a post by him or reposting someone else’s sunset with the hashtag. Beyond that, we had the chance to organize Midwest Dreamin’ 2016 together and our weekly Friday calls were something I’d look forward to each week. There have been countless times I’ve gotten to know more about him both professionally and personally and realized just how awesome he is. What else can I say, he’s a solid fella. (EFD – STOP IT! You’re embarrassing me….and this post is supposed to be about YOU, not ME!)

And now the bonus question – What’s one fact about you that few people know, that will surprise me and my blog readers? Where to begin. There are so many :). The one I like to use is when I was growing up, it took me seven years to pass the beginners swimming class. I was a foot taller than my instructor. I was determined to pass no matter what. (EFD – I can safely say I do not know any adult that I’m a foot taller than…sadly, I do know many who are a foot or more taller than I am!)

You can find Nick on Twitter.