Dan Darcy & Josh Sangster

The Value of Personal and Professional Goals


Meet Josh Sangster, the Director of Product Management at Conga and a true go-getter in every sense of the term.



0:00

(upbeat music)

0:02

- Welcome to Inside the Ohana.

0:08

I'm Dan Darcy, Chief Customer Officer, qualified,

0:10

and today I'm joined by Josh Sankster.

0:12

Josh, how are you?

0:14

- I'm doing great.

0:15

I'm still confused why I'm here, Dan.

0:16

You said you wanted me to talk about

0:18

what I've contributed to the ecosystem,

0:19

and I was like looking around, and I was like,

0:21

I don't know, not too much.

0:22

But if Dan wants to talk to me, I better go talk to him.

0:24

- Well, I mean, I'm just really excited

0:26

we're gonna get into it today.

0:27

So I wanna dive right into our first segment, Ohana Origins.

0:31

Josh, how did you discover Salesforce

0:34

and start your journey?

0:35

- It's a great question, and it's a fun one,

0:37

and I think it's relatable to a lot of folks.

0:40

I was working at a midsize company,

0:42

and in the space that they were in,

0:43

they're like one of the largest,

0:44

dental laboratory.

0:45

So if you go to the dentist,

0:47

you get an impression made of your teeth.

0:49

They send the impression to a lab,

0:50

and the lab creates the teeth,

0:51

sends it back to the doc.

0:52

Doc drops it on your tooth.

0:53

Out you go, right?

0:55

Most of these, like, dental labs are like six person companies

0:58

out of like Jim's garage, you know?

0:59

And it's like, well, that's sanitary, you know?

1:01

Like, okay.

1:02

But I worked for one of the larger ones.

1:03

And so we actually had a sales team and a budget

1:05

and, you know, a reason to need a CRM.

1:09

And we were using ACT.

1:10

Oh man.

1:11

This thing, like, it's an on-prem,

1:13

and we had servers in the building,

1:14

they were like downstairs,

1:15

and somebody's gonna be like,

1:16

you had what in the where?

1:17

Like, just go with it, okay?

1:19

They were on-prem in the building,

1:20

and like ACT is running on a central database

1:22

in the building,

1:24

and sales reps are running a local version

1:26

of the database on their laptops.

1:28

And so what they would have to do every night

1:29

is have to go home,

1:30

sync their laptops so they could get their notes in,

1:33

and then hope that nothing bombed out

1:35

because if it bombed,

1:36

it had to restart completely.

1:37

There wasn't like a pickup where you left off.

1:39

It was like, start over.

1:40

And so you can imagine like, their life was hell,

1:42

which made my life hell as the marketing coordinator.

1:45

And so I started doing some research,

1:46

and I was like, we desperately need like a modern CRM.

1:50

And we went with Salesforce.

1:51

I did some research.

1:52

I put together a business plan.

1:54

It was X dollars, and I said,

1:55

but if we're going in and we're more informed,

1:58

I think this will help us work better with our customers,

2:02

we'll know where their cases are.

2:04

Reps are going into offices to see a doctor

2:06

take a lunch,

2:06

and the doctor's going,

2:07

you've effed up my last four cases, get out.

2:09

And so we were having some embarrassing situations,

2:11

and I figured this will resolve it.

2:13

And so that's, we endeavored.

2:15

And I think that was the first lesson

2:17

about the ecosystem.

2:18

I think many people have joined the O'Hanna in this way,

2:20

which is like, I have a problem.

2:23

I'm resourceful enough to figure it out.

2:25

So I'm just gonna keep going with that method.

2:27

- Let's actually talk through what year was this

2:31

when you brought Salesforce into that dental company?

2:34

- Ooh, well, goodly.

2:38

It would have been 2015.

2:44

- Okay, that's incredible.

2:47

What other things did it help you do?

2:48

I mean, it sounds like you were more efficient,

2:50

you know, with your daily job,

2:52

but it obviously brought a new set of challenges,

2:54

which is becoming an administrator.

2:56

I mean, so what was your initial impression,

2:59

just kind of getting into Salesforce that way?

3:01

- Well, I mean, you know, I looked at it and I said,

3:05

okay, well, this is definitely challenging,

3:07

but I gotta be honest with you Dan,

3:08

like I wasn't really loving being a marketing coordinator.

3:11

Like, I got a marketing degree because I felt like

3:15

I was gonna talk to people.

3:16

Like, I didn't know, you know,

3:18

and then I wasn't sure exactly where that was gonna lead, right?

3:20

I wanted to go to Nike and be the next, like, big,

3:23

you know, product marketing guy at Nike.

3:25

That was my life's goal.

3:26

And then I realized, you know, what that looked like was

3:29

starting that career path was like writing these articles

3:32

about dentistry work, and I found that I hated it

3:35

to be completely honest with you.

3:36

I really liked solving problems and seeing the results

3:39

right then and there, and I really liked driving

3:41

towards outcomes.

3:42

And for me, it felt like with marketing,

3:44

I was just kind of like shooting things out into the wind

3:47

and looking at like click metrics and going,

3:48

that's a win, but feeling very empty about the result.

3:52

And so what Salesforce did for me is,

3:54

while it may have made my job like a little bit more technical

3:57

at that company, to be completely honest,

3:59

what it did was make me go, okay, that's that.

4:01

That's me right there.

4:02

That's what I wanna do.

4:04

This is awesome.

4:05

I like solving problems.

4:06

I'm good working with computers.

4:08

You know, this is what I wanna do now, now that I know.

4:11

So like, while, yeah, sure, it made my day-to-day life easier,

4:15

but that company wasn't like, it was like I said,

4:17

it was a smaller company.

4:18

This was a big change.

4:19

I learned a little bit about enablement, right?

4:21

I learned some good lessons and those were things

4:23

I took with me, but I think the biggest takeaway

4:25

was personal, which was holy cow,

4:26

this is what I wanna do for a living.

4:29

- And now we're gonna get into your career progression

4:31

and everything there, but you know,

4:33

I want this time right now for you to brag a little

4:36

because of, you know, since 2014,

4:39

you've been working with Salesforce.

4:41

You know, what would you say is the biggest success

4:44

you've had while working with Salesforce

4:46

or something that you're just really incredibly proud

4:49

of thus far?

4:51

- One of the world's largest apparel brands

4:52

is one of our biggest customers on the product

4:54

that I manage today.

4:55

And most recently, a Conga's customer and partner event

4:58

called Connect, like last week, I was surprised.

5:02

They, like the customer got on stage

5:04

and gave me and the account manager on their account

5:06

and award for customer excellence.

5:10

And I think for me, that has to be it.

5:13

That's the pinnacle right now, Dan.

5:14

Just like so for me, like my approach has always been,

5:18

I wanna win on merit.

5:20

Like I want you to wanna work with me

5:21

because like the work we did was good.

5:24

And I want you to enjoy working with me,

5:26

which it's hard to not 'cause I'm kind of a goofball

5:29

and you know, whatever.

5:31

Pretty good self-deprecating humor as well.

5:33

So it keeps people nice and happy.

5:35

You know, and I wanted to, you know,

5:38

this is a huge enterprise account

5:40

and having them, you know, tell everybody,

5:42

you know, hey, this is awesome.

5:43

And you know, these folks were part of it

5:46

and why we're here.

5:46

And that's been the pinnacle, I think.

5:48

And it was just last week.

5:50

So I'm kind of, so just kind of riding high

5:52

on that one to be honest with you.

5:53

- Still on the hike, well, huge congratulations

5:56

on that award.

5:56

And it is always nice when you're recognized

5:59

for the hard work that you've put into something.

6:01

And I mean, even just, even what you just said

6:03

a few minutes ago of you being a complete problem solver.

6:06

So and seeing that come into action.

6:09

So on the opposite side of the spectrum though,

6:11

what would you say is your biggest lesson learned?

6:13

- Oh man, there are quite a few.

6:15

Think with the biggest lesson is kind of like

6:17

a combination of lessons.

6:19

So like as a young admin and then like as a young consultant,

6:23

your job is to learn how to do the platform.

6:25

And to be, and if you're a consultant,

6:27

it's how to take notes.

6:28

Like if you're a new BA and you're a young person,

6:30

learn how to take notes and I'll hire you like tomorrow.

6:33

Like if you know how to take notes,

6:35

you're indispinsibly like valuable.

6:38

And so Blue will have did a great job

6:39

of like teaching us how to take notes.

6:40

And then the technology side,

6:42

you just have to like digest it, right?

6:43

You just have to like take as much as you can,

6:45

start adding things to your toolkit, like flow, right?

6:47

When flow first came out, right?

6:48

Stick it in your toolkit.

6:50

And that's hard.

6:51

But what's interesting is like it's easy to over rotate

6:54

on solving things that with like a brilliant technical solve,

6:58

but maybe you've gone too far.

7:01

And so what you've done is you've created

7:02

like something that's hard to maintain,

7:05

something that's hard to adopt, right?

7:07

So like these are all things that I saw myself make mistakes

7:11

early in my career as a consultant where I'm like,

7:14

no, yeah, I can solve that problem.

7:15

And it'll be badass.

7:17

And then I lost track of just solving the problem.

7:21

Just provide a result.

7:23

And if it's not good enough, if it only gets 60% done,

7:27

good news is you're not, you didn't only get 60% done,

7:30

you got 60% of the way there, right?

7:32

And so like it's a mindset change of like driving

7:37

towards outcomes in an iterative way is probably,

7:42

from what I have experienced, the better way to go about it,

7:45

right?

7:45

Waterfalling puts too much pressure on you.

7:47

And typically it's wrong and you got to start over.

7:50

And you know, over building over technical stuff

7:53

just ends up with suffering, right?

7:56

So I think the biggest lesson I've learned

7:58

is, and the biggest mistake I've made

7:59

is just solve the problem first.

8:01

Worry about the rest of it later, right?

8:03

Start with the people, train them up, teach them,

8:06

learn from them, then go to the process, right?

8:09

What do we need to do differently to make this work better?

8:12

And then only then do you go to technology and go,

8:15

now let's customize it, let's change it, let's build it.

8:19

And that's not a principle that others haven't said before.

8:22

But for me, it took a few years to learn it, you know?

8:26

And I love that lesson.

8:27

I mean, in other ways I've heard it say,

8:30

said is like launch and iterate.

8:32

So, you know, just to your point, solve the problem,

8:35

launch it, and then iterate,

8:37

'cause things are gonna continue to pop up

8:39

and go from there.

8:40

Now, if you could go back to Josh

8:43

just starting out with Salesforce,

8:44

what advice would you give to yourself?

8:46

- God, I think I'd give him a hug.

8:48

Probably be like, "Whoa, buddy, you went in for a night

8:51

or two, you don't even know yet."

8:53

And the other advice I would give would be just like,

8:57

calm down a little.

8:58

Now, this old boy, you know, I think mental health

9:02

is really important.

9:03

This old boy has some struggles with it

9:04

and I've done a lot to kind of move through that.

9:06

And I think I would have told myself

9:08

to address my personal stuff earlier in my career.

9:11

I think I sacrificed a lot of my personal health

9:14

and my sanity sometimes as an early consultant.

9:17

So to be completely honest,

9:18

the thing that I would tell most people

9:19

is not about Salesforce, it's not about

9:21

how to do something better and would be more technical.

9:23

It's like, you cannot perform at your best

9:26

if you are not your best.

9:28

And for me, I was not at my best when I was working

9:31

till 4 a.m. huffing down a pack of cigarettes

9:32

outside my apartment trying to hide it,

9:34

you know, from my partner at the time, you know,

9:36

like, that's not healthy.

9:37

Like, don't do that.

9:38

Don't do that young Josh or other young people

9:41

in the ecosystem.

9:42

Like, get your opportunity and maximize it,

9:44

but don't do it at the cost of your health.

9:47

- Sage advice.

9:48

So I want to ask you about the meaning of O'Hanna

9:50

and I ask this of all my guests because, you know,

9:52

I feel like everyone describes it differently,

9:54

but I'm curious, how would you describe the O'Hanna?

9:58

- Yeah, so I think, you know, this is such an interesting

10:00

concept, and I remember when they first started talking

10:01

about O'Hanna and I did, so I like, you know,

10:04

I did a little Googling and I said, okay,

10:05

well, what does it mean, right?

10:06

So our friends at Webster define it as,

10:09

it's a Hawaiian word which refers to a person's

10:11

extended family, which can include friends

10:14

and other important social groups.

10:15

But I think I sent you an email, I bolded,

10:17

refers to a person's extended family.

10:20

You know, I think for better or for worse,

10:23

we spend a ton of time with the people that we work with.

10:27

And the people that we support as clients

10:29

or the people that are vendors, right?

10:30

I spend an ordinary amount of time every week

10:32

with people that work at Salesforce

10:34

or customers of Salesforce or mine.

10:36

And one of the things that I think that's so interesting

10:39

is that without really even like going out

10:42

and preaching it and saying like, do this,

10:45

like, but the environment that Salesforce created

10:47

is this extended family, right?

10:50

I'm in a Slack channel called the O'Hanna Slack channel,

10:53

right, I got invited and I watch, I think there's like,

10:56

I don't even know how many members in there,

10:57

I might be five figures with the people.

10:59

I watch these people help each other

11:01

solve problems all day long.

11:03

And I think that for me is really the crux of this community.

11:07

Like our users, our beneficiaries, our business stakeholders,

11:12

our executive members, they see the results.

11:16

They see the front end.

11:18

A lot of times they don't have the opportunity

11:20

to see what's going on behind the scenes

11:21

and how we get there.

11:23

And I think this community does a really good job

11:25

of providing that behind the scenes support.

11:27

And to me, that's what it means.

11:28

Is like the unsung heroes, the trench warriors

11:32

are getting love from the rest of the unsung heroes

11:34

and trench warriors in the community.

11:36

- It gives me chills, I love hearing that.

11:38

- You like the trench warrior part?

11:40

You're gonna make everything combative, right?

11:42

Everything goes bad.

11:42

- It's bad.

11:43

- It's like, you know, I hear about these, you know,

11:47

elusive Slack channels that you get invite onlys

11:51

and it's like, you know, you know, only one day

11:54

by getting, like, how do you get involved

11:56

and how do you get invited to one of those?

11:57

And I think it's to your point of like getting involved

12:01

in the community and getting out there.

12:03

- I was helping someone solve a problem

12:04

and they said, hey, you should join the Slack channel.

12:06

There's a Konga channel on there

12:07

and I don't think anyone's paying attention.

12:08

And I was like, well, hell, I better pay attention.

12:10

Like, it's my job to be like the product person leading

12:13

our Salesforce product initiatives.

12:14

I better be in that damn channel, right?

12:16

(laughs)

12:17

- 1,000%.

12:18

Now, before we get into our next segment,

12:20

are there any special stories or O'Hanna moments

12:23

that are a little behind the scenes

12:24

that you would wanna share?

12:25

- I can share my first ever deployment story.

12:28

How about that?

12:29

So my first ever deployment was for Carfax

12:32

and we had been building this extremely complex system

12:35

where everyday Carfax goes out and grabs from there.

12:39

They have an executable service that lives on the computers

12:42

of all the car shops in America

12:43

and beyond probably at this point.

12:45

Every day that thing is running and grabbing

12:47

and they're paying for it.

12:48

Carfax is paying that shop for the data about their cars.

12:50

So it goes out, grabs that data

12:51

and brings it into a data warehouse.

12:53

They wanted to then populate that data information

12:55

into Salesforce so it could be used by different reps

12:58

to be able to call on different shops, et cetera, right?

13:00

It was for the shop side of the business.

13:02

And a project of that scale and that complexity,

13:06

there was a ton of code, a big batch job

13:08

that was running every night.

13:09

And we were fine in the old adage, right?

13:14

Or the old story of like it passed

13:16

in UAT with flying colors.

13:17

And during the deployment, we kept getting a deployment error

13:20

and it started 8 p.m. on a Friday night.

13:24

And 9 p.m. came and 10 p.m. came and 11 p.m. came.

13:27

And then midnight came and my teammate at the time

13:30

who I'll never forget, he looked at me and he's like,

13:32

I know you're new.

13:34

He's like, but this is ridiculous.

13:36

And I think we should just go to bed

13:37

and figure it out tomorrow.

13:38

And I looked at him and said, no way in hell, brother.

13:41

We are finishing this thing tonight.

13:42

Like we're, you and I are gonna get in the trenches

13:44

and we're just gonna finish this

13:45

because this is my, you know, this is our first deployment

13:48

with this customer, we gotta make it go right.

13:50

And I think, you know, that, like,

13:53

we talk about mental health and staying up till 4 a.m.

13:55

to get a deployment done.

13:56

That's another conversation.

13:57

But like, the fact that my teammate and I just looked

14:00

at each other and we're like, okay, like,

14:02

we just gotta do this thing.

14:03

I think that for me is probably the defining moment

14:05

of like what it meant to me to join a team of people

14:08

and like jump in on teamwork.

14:10

- Yeah. And you guys are in the fox hole

14:12

and get it done together, right?

14:14

- We gotta deployed.

14:15

Yeah.

14:16

- Awesome.

14:17

- We went through and we slept great that weekend,

14:19

but boy, for a while, it was rough.

14:21

- Well, let's get into our next segment, What's Cooking.

14:24

So Josh, you are now the director of product management

14:27

at Conga.

14:28

Talk about how you got to where you are now

14:30

and what your journey has been like

14:32

to get to your current role.

14:33

- Yeah, I mean, I made a little bit of a joke

14:35

about an eluded to it before, but I owe so much of my life

14:39

and my success to Blue Wolf taking a chance on me.

14:41

Their interview process was amazing.

14:44

Back in the day, they needed consultants

14:45

and the guy by the name of Lou Fox

14:47

came up with this program called Blue of Beyond

14:49

and the idea was how do you put recurring revenue

14:52

on services that isn't managed services, right?

14:54

'Cause there's a connotation with managed services

14:56

that it's maintenance, right?

14:57

That it's about maintaining.

14:59

The Blue of Beyond program was about taking very skilled

15:02

consultants who are both good at strategy and tech,

15:06

loosing them upon your organization to find projects

15:09

to work on and then building out those projects

15:11

in your Salesforce environment.

15:13

And to be 20, whatever the hell I was

15:16

and to be going in and learning that stuff,

15:17

that's insane.

15:18

Like looking back, I'm like,

15:19

they gave me the case of the kingdom

15:21

and I'm not sure they even knew

15:22

if I didn't have to drive yet.

15:23

Like that's crazy.

15:24

But I think that experience in and of itself,

15:26

despite being very hard,

15:28

was a very defining experience because the thing

15:31

that I learned at a very early age and consulting

15:33

and has always served me well is driving to outcomes.

15:37

I learned that Blue of folks were really heavily recruited

15:41

so I didn't stay there very long

15:42

because I had recruiters just knocking down the door.

15:44

I went to a software company for a little while,

15:46

was kind of did a lot of things,

15:48

learned how to do, you know, technical presales,

15:51

traveled a bit, built some partnerships,

15:53

had a very interesting role.

15:55

But ultimately my heart was just dumping to go back

15:58

to Salesforce and to be back in the ecosystem.

16:01

And so I took a job out here in Denver.

16:03

Came out here to work with a company at the time

16:05

called Statera, now called Globeint.

16:07

They went through two acquisitions,

16:08

so it wasn't an avid, now it's Globeint.

16:11

And that's when I really got plugged into CLM.

16:14

And so I took the same methodology and mindset

16:15

and said, "Yeah, let's go figure out problems."

16:18

Lawyers are an interesting group to solve problems for.

16:22

And so you're working with GCs and you learn very quickly

16:25

like what the word, like what the tigest language

16:28

sounds like when things aren't going well.

16:30

(laughs)

16:31

You're like, "Wow, I think I just got walked

16:32

into a contract dispute."

16:35

But you know, I think the GC and the legal operations group

16:39

has been a really interesting space to live in for me.

16:41

And it's really built my career because I just said,

16:44

"I don't really care what I do as long as it's on Salesforce,

16:47

I'll figure it out from there."

16:48

And now I walked into a specialization in a niche

16:53

that seven years later, it's in high demands.

16:56

And it worked out really well.

16:58

And now I'm helping chart the course for Congress products

17:01

on Salesforce and beyond.

17:04

And I think it's an incredible experience that I've had.

17:07

And I think it came from, the thing I would say, Dan,

17:10

that I think is most important to recognize is like,

17:12

I've been very fortunate in my life.

17:13

And I've definitely, there's definitely privilege

17:15

that I have as a person.

17:17

But that privilege results in an opportunities,

17:19

but I chase the opportunity down.

17:21

And if there's anything that anyone in this,

17:23

in the O'Hanna needs to hear,

17:24

it's that the O'Hanna lets that actually happen.

17:27

I haven't worked really anywhere

17:28

that is such a merit-based community.

17:31

In terms of advancement, recognition, skill sets, right?

17:35

I mean, just look at Trailhead,

17:36

is anyone else have anything like this?

17:37

Does anyone else let you talk about who you are

17:40

on a standardized level about how good you are

17:41

than like a basic certification?

17:43

It's a revolutionary.

17:45

And so I think, you know, when I look back at that,

17:47

I think of just how fortunate I was

17:48

that I picked Salesforce over sugar,

17:50

or like, you know, what could have happened different?

17:52

And I run from it.

17:54

I'm like, I'd rather not think about it

17:55

'cause I love my life now, right?

17:56

So yeah, I think, you know, the beauty

17:59

of going through that consulting, I guess,

18:01

maybe I'm biased, but I would every young person

18:03

that's getting an ecosystem, I'm like,

18:04

go be a business analyst at a consulting implementation firm

18:07

and cut your teeth 'cause that's what I did.

18:09

And I think it's the best way, right?

18:11

But maybe not, but I think that there's a lot to learn

18:14

about that outcome driven.

18:15

And I think thinking about that, whether consciously

18:18

and knowing it or not, because I really didn't start

18:20

consciously digesting that outcome thing until recently,

18:24

that was seen by leaders, and that's what ended up giving me

18:26

the opportunities that I have.

18:28

- You are certified, and you also have been part

18:32

of the Trailblazer program.

18:35

I mean, why don't you talk a little bit about

18:36

your certifications and trailblazing?

18:39

- Yeah, thanks, Dan.

18:40

Thank you for this opportunity to pump this up.

18:42

This is something that's near and dear to my heart.

18:44

So first off, I used Trailhead to teach myself

18:46

everything I know about initially about Salesforce.

18:49

So I sit here today because Trailhead exists.

18:52

Otherwise, I would have never been able to figure out

18:54

what to present in the Blue Wolf interview process

18:56

'cause their interview was like,

18:58

build something and tell us why it matters, right?

19:01

So that's huge.

19:02

And then the Trailblazer program is new,

19:04

and I've been very fortunate.

19:05

I signed up to be a mentor, I was selected,

19:08

and I've got to work with a few people.

19:09

And I've seen of those people, two of them,

19:13

or one of them works at Conga, got his admin cert,

19:16

and I'm so freaking proud of him for making a giant life

19:19

change in his mid-30s.

19:20

He just completely said, screw this, I'm done doing this,

19:23

I wanna do this.

19:24

And he got his cert, he did Trailhead,

19:27

he got into our technical support group,

19:30

and now he's in our professional services group at Conga.

19:32

And I'm like, it's amazing to see how that works,

19:34

and it does work.

19:35

And if you're out there and you're thinking,

19:38

maybe I should pick this up.

19:39

If you got even two, three, four years of experience,

19:42

you are a Trailblazer mentor, this is a young community.

19:45

Please, this is very passionate to me.

19:47

This old boy would not have this job, this life.

19:50

If someone didn't take a chance

19:52

and offer up some mentoring, some coaching,

19:54

whatever it might have been.

19:55

If you look at me on paper prior to Salesforce,

19:57

I'm very unimpressive.

19:59

- Very unimpressive. - Come on.

20:01

- I don't know, brother, I don't know.

20:04

I don't know, it wasn't great.

20:05

I put myself through school by working at McDonald's,

20:08

you gotta do what you gotta do, kind of thing, right?

20:09

So it wasn't great, but like, you know what?

20:11

Blue Wolf said, I think there's some soft skills there,

20:13

and they gave me an opportunity.

20:14

So take some people under your wing

20:17

that sign up for this program,

20:18

teach them what you need to know about the ecosystem,

20:21

tell them your story, give them examples

20:22

of how you got to where you are,

20:24

and let's bring more people into the ecosystem,

20:27

into the Ohana, because to be completely honest,

20:29

now that I'm in a role where I look at hiring,

20:31

it's very, very dry.

20:33

And if your friends and family are asking,

20:35

"How are you doing this?

20:36

"How are you living of this sustainable and great life?"

20:39

And like, 'cause I know, like,

20:40

I live a wonderful life now because of it,

20:43

help bring some folks on their journey.

20:45

You know, I think it's life's greatest joy

20:47

to see people grow from where they,

20:50

you know, what station they may have been born into,

20:52

and their life and see them go somewhere else.

20:53

To me, that's life's greatest freak in joy,

20:55

is to watch people grow,

20:57

and get to be a part of that with the Trailblazer,

20:59

and the program is pretty sweet.

21:00

- That's one of the special things

21:02

that why I love Salesforce in the entire community

21:05

is the way that people help lift each other up.

21:08

And you did talk a little bit about the mentor program,

21:11

but give us a little bit more around what exactly is it?

21:14

Like you said, there's an application process.

21:17

If I were just listening to this, you know,

21:20

and I'm sitting there in a different role,

21:22

not in Salesforce, like, how would I take advantage of it?

21:26

- It's a great question.

21:27

I think, you know, what I think you can do is you can go

21:29

right to the Salesforce website,

21:31

or type in, you know, Trailblazer mentorship program,

21:33

and your favorite search engine,

21:34

and it's gonna bring you to a landing page

21:36

to walk you through getting to be a part of that.

21:39

And I recommend giving it a try.

21:41

There's no commitment other than trying it,

21:43

and then being a good mentee by showing up

21:45

to the calls with your mentor.

21:47

There's an entire program that Salesforce has put together.

21:49

It's not like, they're not just a bunch of me's running

21:52

around just free, you know, just freewheeling it

21:53

and doing whatever we want.

21:55

There's a whole program, there's a feedback process,

21:57

there's lessons, there's stages.

21:59

And so you get a great plan of how to get into the community,

22:02

that's just like a nice template,

22:03

but you also get the personal touch of a mentor

22:05

who can help guide you through that process.

22:07

- Yeah, and I love hearing your story, Josh,

22:10

because, you know, just like you, you know,

22:12

I didn't come from much,

22:13

and I didn't have Trailhead back then.

22:16

I had what was called help and training back in the day

22:20

when I started to learn Salesforce, you know,

22:23

as a young budding admin,

22:25

but it is incredible what has been built

22:28

for a lot of people out there.

22:30

Now, going back to your role, you know, at Congo,

22:33

what challenges are you seeing now,

22:36

and how are you applying what you've learned

22:38

from Salesforce to those challenges?

22:40

- Over the last five, six years,

22:43

we've gone from working with the GC

22:44

and a paralegal to the VP of legal operations and their team.

22:49

And that's a different change.

22:51

And I think what's happening in the ecosystem

22:52

is specifically in the legal spaces,

22:55

what people have realized is that this,

22:57

there's actual, there's a lot of value

22:59

to be gained and lost in the contracting process.

23:02

And people are starting to see more and more of that.

23:03

And what they're realizing is,

23:04

there's a systematic way to approach this thing.

23:08

And if you do that, you can really reduce risk,

23:10

but what has gotten harder is what do I do

23:14

once I have a contract?

23:16

What people haven't done yet, and man,

23:18

I know, Siri, and that somebody,

23:20

any of my competitors out there,

23:22

you can come and get it now,

23:23

but I'm gonna go ahead and share a little love

23:24

here for you, maybe give you an idea,

23:26

maybe you can catch up, I don't know.

23:28

The thing that I'm seeing is that we don't do a great job,

23:32

anyone, of like, what is actually in the legalies?

23:35

And that's the challenge, because once we figure out,

23:38

and we're, we're scary close,

23:41

I know y'all watching, Siri, I see you, boy,

23:43

we're scary close on being able to understand,

23:47

delete the legalies and extract those obligations.

23:50

And now you're not, now we're talking about some different,

23:54

that's where it's gonna go,

23:56

and that's what's gonna be really interesting in our space,

23:58

because you're gonna see the ability to quantify the value

24:02

of what we're doing at a much bigger rate.

24:04

And I think you're gonna see that more prevalent soon.

24:07

- What is next, and how are you shaping the future?

24:12

- You know, it's so important to me

24:14

that all these people I meet in legal ops,

24:17

like the clients that I've met,

24:19

these folks, like, they work really hard,

24:22

and like, their jobs aren't easy, right?

24:24

Just ciphering what lawyers have said in a contract

24:26

and then arguing about it is just not an easy job.

24:28

And I want to see that work,

24:31

the value that comes out of that work

24:33

kind of come to the forefront.

24:34

So my goal and what I'm working on is

24:36

really just making sure that that middle office stuff

24:39

is not missed.

24:40

Salesforce can solve so many challenges.

24:44

So many people look at it and like they go, you know,

24:46

sales force, and I'm like, well,

24:49

contract is part of the sailing process,

24:50

but I don't care.

24:51

I have built a budgeting app,

24:53

a personal budgeting app on a trailhead

24:54

or at one time just for fun, right?

24:56

You can solve all sorts of problems with the platform.

24:59

So really what I think I'm doing

25:00

is just trying to be a good evangelist for like,

25:02

hey, this is a great place to solve problems,

25:04

to have a single system that solves as many problems

25:07

for a business as possible.

25:09

And I think the other contribution I'm gonna make in time,

25:12

over time will be this,

25:13

we'll call it the concept of an obligation in a contract.

25:16

I think I might, that might be where I,

25:18

this old boy strikes a goal, to be honest, we'll see.

25:21

- Awesome.

25:22

Well, let's get into our final segment, the future forecast.

25:25

Now, what do you envision as the future

25:27

of the Salesforce ecosystem?

25:29

- So what I see is like,

25:31

what I'm trying to do and what I'm seeing out there

25:35

in the ecosystem with like this Monday.com

25:36

is the second biggest value prop is

25:39

that there's 200 plus out of the box

25:41

potential business process templates

25:43

that you can just use at your own leisure.

25:46

And I think that's what you're gonna see more of

25:48

is this middle ground between like Salesforce code

25:53

and then a managed package,

25:55

which has managed package code

25:56

and you can't touch either of them, right?

25:57

You can't really mess with it.

25:59

But what I might see in the middle is packages of a flow,

26:04

some fields, maybe some Conga product in there,

26:07

to be able to drag and go, you know what?

26:09

I am a Salesforce CBQ customer.

26:10

I think it'd be nice to know what Conga recommends

26:13

is the out of the box contracting process.

26:15

So I'm gonna click a button

26:16

and that's gonna deploy metadata, templates,

26:19

all the things that I need for a full solution.

26:22

And then I could just plug in my template

26:24

and now I've cut my implementation time down three quarters.

26:27

And I did it in a sandbox so if it doesn't work,

26:29

I can uninstall it or just delete it and start over.

26:32

Or if I wanna customize it,

26:33

there is a place for me to start from.

26:36

And I think this is what we're gonna see more of.

26:37

- It's like more componentization of like use cases

26:41

and flows if you will.

26:43

So I love that.

26:44

I love that vision.

26:45

Now, can you give us a prediction

26:47

of what you think the Trailblazer community

26:49

is gonna look like in the future?

26:50

- I think we're gonna see more in person kind of events.

26:53

The other thing I would say is,

26:54

I think we're going to see the rise

26:56

of the individual contributor.

26:58

Most other ecosystems have seen, you know,

27:02

think of fiber.com, right?

27:04

Think of like these kind of methods.

27:06

I think soon enough,

27:07

you're gonna start seeing individuals

27:10

on the app exchange or in the Trailblazer community

27:12

who have their own process charts

27:14

or their own, what I just said, right?

27:15

Their own deployable out of the box methods.

27:18

And I think the individual is going to have the opportunity

27:21

to maybe revenue, make some revenue with that.

27:25

Or to build their personal brand, right?

27:28

I don't think everyone's gonna have to be a consultant

27:30

at a consultant shop anymore.

27:31

And my SI friends are coming at me.

27:33

I can see them running towards me, but.

27:35

- I love that vision.

27:36

I think that's an incredible vision

27:38

for even Trailhead to think through.

27:40

Now, what advice would you have

27:42

for aspiring individuals?

27:44

- Like I said at the beginning,

27:45

first and foremost, be the best version of yourself, please.

27:49

I can't watch any more colleagues go through hell.

27:51

Like, I just can't stomach it for them.

27:53

And I don't wanna, I can't do it anymore.

27:55

I can't watch any colleagues go through

27:56

this 60 to 80 hour work week and call me crying

27:59

and, you know, a cigarette hanging out of their mouth

28:01

and they don't even smoke, right?

28:02

Like, I can't do that anymore.

28:03

Please don't do that to yourself.

28:05

Take care of yourself, number one.

28:07

Number two would be ask for opportunities.

28:11

Be as hungry as you can

28:12

and don't be afraid to make a mistake.

28:15

I got the opportunity to blow off

28:17

and had no freaking idea what I was doing, all right?

28:19

I had no idea.

28:20

I stepped up four AM, rip and six.

28:22

Here we go again.

28:22

Four AM, rip and six building like this demo for them

28:26

and just going on Trailhead going, yeah, that'll work

28:28

and throwing it into the environment

28:29

and trying to figure out how I make it work

28:31

and make it come together.

28:32

If you get an opportunity,

28:35

stay up to four AM, ripping six.

28:36

No, I'm kidding.

28:37

Go full in on the chance to get into this ecosystem

28:41

and don't hold anything back.

28:43

You know, a little bit will go a long way.

28:45

Now, before letting you go,

28:47

let's have fun with a quick lightning round.

28:49

Yeah, I was looking forward to this one.

28:50

Okay, you ready for this?

28:51

All right. Let's do it.

28:53

Favorite Salesforce product.

28:54

Ooh, flow, by all means.

28:56

I built my whole career on it.

28:58

Classic or lightning?

29:00

If you say classic, you're wrong at this point.

29:01

Lightning.

29:03

Favorite Salesforce character.

29:04

I can't remember the name of the bear,

29:07

but we called him Swimmy Bear

29:08

'cause in like, sorry?

29:10

It's Cody.

29:11

Cody.

29:12

Yeah, Cody was like, we called him Swimmy Bear

29:13

'cause in the summer when he was like paddling around.

29:16

That's awesome.

29:17

Favorite brand of anything besides Salesforce?

29:20

Ooh, now.

29:21

My number one shoe brand is Nike, always and forever.

29:24

I love my shoes.

29:25

That closet right there behind me

29:26

is literally a shoe closet 'cause I have a problem.

29:30

Secret skill, not on the resume.

29:32

Ooh, I am a mean, mean, smoked barbecue chef.

29:36

I'm from the Southeast now.

29:37

I was born with it, so.

29:39

I mean, one day let's do it.

29:41

You just won front row seat tickets to your dream event.

29:44

What is it?

29:46

Oh man, I think I answered this in the email

29:48

and I don't even remember what I said

29:50

'cause I was like, oh, it's so good.

29:51

I sat and cried at the fact

29:53

that I wasn't gonna get to do it, right?

29:55

But no, it's sitting at the green side,

29:59

front row of the green side at 18 at Augusta

30:01

during the Masters.

30:02

And if I could do it at any time,

30:04

I'd like to go back to when Tiger came back in one.

30:06

It was on my 30th birthday when he won that

30:08

when he came back for his last Masters.

30:10

I wanna be right there in the front

30:11

so I can cry like a baby in the front row

30:13

and watch him do it.

30:15

Josh, I mean, this has been so much fun,

30:16

but before I let you go,

30:18

can you let the listeners know where they can find you?

30:20

And is there anything else you'd like to plug?

30:22

Yeah, I think, like I said,

30:24

the trailblazer thing is my biggest

30:25

and most important thing that I can plug,

30:26

the ecosystem needs more people

30:28

and I want to meet you and I look forward to it.

30:31

Oh, and you can find me on LinkedIn.

30:32

I don't do Twitter stuff,

30:34

but you can find me a dream force.

30:36

If you see me, just say hi,

30:37

I'll probably be wearing an obnoxious shirt

30:38

with birds on it and making bird noises.

30:40

And yeah, find me a dream force,

30:43

find me on LinkedIn, I'd be happy to talk to anybody.

30:45

Thank you so much, Josh, for your time today.

30:47

Yeah, thank you.

30:48

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