Tag Archives: Salesforce Community

10 Ways To Experience Dreamforce Without Actually Going To Dreamforce

Can’t go to Dreamforce this year? Bummer. Here’s how you can feel like you attended anyway.


1) The day before Dreamforce, go hang out in the airport.  While there, spend your time on Twitter reading posts from everyone arriving in San Francisco and running into their friends from the Salesforce Community.  You’ll feel like you’re right there with em!


2) Eat your breakfast and lunch outside every day.  If there are people around you, ask them about their jobs.


3) Each night, drink more than you normally would and stay up too late.   Be careful though, you don’t want to be too hungover…  you still have to function well enough to drive to the dollar store. (see # 4)


4) Visit your local dollar store and pick up some nice pens, notepads, mobile phone chargers, sunglasses, stickers, and T-shirts.  Don’t forget a reusable tote bag to bring all that awesome shwag home with you.   When you get home, spread it out all over your bed, take a picture, and post to Twitter.


5) Your daytime routine is as follows:  Step 1: Pack a backpack full of stuff (maybe include some of that dollar store schwag)  Step 2: Go to Trailhead  to expand your knowledge and earn some badges. Step 3: Once an hour, put on that backpack and go walk around your neighborhood a few times while checking your Twitter feed. 


6) Whenever you need a break from earning Trailhead badges, go to the AppExchange and watch demos.  Don’t forget to provide your contact information so they can follow up with you.  If you felt like any of those demos were a waste of time, reward yourself and head back to the dollar store for more sweet schwag. 


7) The day of the main keynote, go stand in line somewhere for a couple hours. When you think you’ve had enough, return home and watch the keynote at Salesforce Live.  (It’s also a great way to watch other keynotes, interviews, and breakout sessions)


8) On the last night, take the city bus to your local TGI Fridays for endless appetizers. Wash it down with draft beers while listening to {insert Dreamforce band here} on your phone. 


9) Preparing for life after Dreamforce.  Step 1: Find a place where lots of germs are present and touch everything.  Step 2:  Don’t wash your hands.  If you’re lucky, you’ll have a cold within a couple weeks, just like a lot of your peers who went to Dreamforce. 

When you’re at home nursing your cold, that’s just about the time when all of the Breakout Sessions you missed are posted to YouTube on the Dreamforce Video channel.


10) Still not in the Dreamforce spirit? You’re missing that warm and fuzzy feeling after doing good for others.  Please consider donating some of your time or money to a charity, such as Project Night Night.



An Interview With Garry Polmateer!

Garry Polmateer

Garry Polmateer [@DarthGarry] is a Salesforce Community legend. He’s one of the original Salesforce MVP’s that poured the foundation to help make the Salesforce Community as awesome as it is today.   He’s been an inspiration to me for over 5 years, so I was honored that he was willing to answer some questions for my blog. 

He’s currently Managing Partner at Red Argyle, a global Salesforce consulting company specializing in development, consulting, and administration.

Red Argyle                    RedArgyle.com      @redargyledotcom


Salesforce Bullet:  When did you get started in Salesforce?  How did it happen?

Garry: I started a new job as a business analyst for website design projects.  I happened to start working there about a week after Dreamforce ‘08, and my boss was totally fired up and decided to start a new Salesforce.com team and asked me if I’d be on it.  So I asked for a day to think it over, spent the night digging into the technology, showed up to work the next day and said “I’m all in”, and been all-in ever since!



Salesforce Bullet:  How has learning Salesforce changed from then to now?

Garry:  A lot.  My first Salesforce learning experience was from a book!  I felt totally alone with nothing more than that book and a developer org.  That changed as soon I discovered Twitter a few weeks later and got very involved with everyone tweeting about Salesforce at the time.  That’s where I met some of my first friends including Jeff Grosse, Mike Gerholdt, and Becka Dente.  Ever since, the power of the community has made it easy to keep learning, not to mention all the great resources that the community has cooked up since then!



Salesforce Bullet: These days, where do you go first when you need help figuring something out?

Garry:  I check with my team first in our internal “Technical Stuff” room on Hipchat.  Answers community next.  And, insert obligatory SteveMo nod, about half the time he’s chimed in on whatever thread my search results have returned.  Twitter third or for more esoteric questions.  There’s a very diverse and smart group of people camping out on #askforce that has saved my butt on more than one occasion.  Beyond that I’ve got a few “phone a friend” folk on speed dial!  Of course I’ve met them all on Twitter or otherwise through the community!



Salesforce Bullet:  You’ve been an MVP since 2010. What does being an MVP mean to you? Has that changed over the years?

Garry:  Being an MVP has been an amazing and rewarding experience that has truly been life changing.  Most of my best friends, I’ve met through the Salesforce community and it’s truly a world class group of people.
My love for Salesforce, the community, and the MVP program has never waned over the years, but my life situation sure has!  As an owner at Red Argyle, and recent Dad of two kids, I had to make some tough choices, and one of them was to accept moving into MVP “Emeritus” status at the beginning of 2015.  Even though the badge is a bit different, I still love the community, contribute where I can, speak, and still blog regularly.  Even though I’m no longer an active MVP, I’m continuing to work hard to carry the Salesforce flag wherever I go and see no end to that in the future.  And as my kids get a little older, who knows!


Salesforce Bullet:  What is your advice to aspiring MVP’s?

Garry:  Don’t aspire to be an MVP.  Just be a good person.  Participate in the community, help people out and be consistent over time.  Do whatever you can to contribute and share your knowledge and wisdom.  Seek a community mentor and work with them on how to best focus your contributions to help the most people.  Find a user group, speak at it regularly, or start a user group in your town.  Do all that, and the badge will likely follow.  And whether or not you’re an MVP throughout that journey, we’re all here for you!



Salesforce Bullet:   You were recently featured in the opening of the DF15 keynote with your awesome lego rendition of Moscone.  What do you like about Legos?

Garry:  Well, it was also in the 2011 keynote, but who’s counting 🙂
Legos represent a structured system that allows you to take predefined forms and turn them into whatever your imagination can conjure up.  I’ve had them since I was a kid and loved building stuff!  Always had fun playing with them, and if I were on a Lego blog right now, they’d ask “what do you like about Salesforce” and I’d answer “Salesforce represents a structured system that allows you to take predefined forms and turn them into whatever your imagination can conjure up”.  Get the similarity?  It’s perfect!  I now have a whole rack of Legos at the Red Argyle office and smile every time I look over at them, and I’m currently building set 42043.  Who said we had to act like grown ups?



Salesforce Bullet:  You post a lot of your home DIY projects on twitter.  What project are you most proud of?

Garry:  My current project is restoring a 1930’s Gerstner machinist chest that was my Dad’s since I was a kid.  It was severely water damaged and I am in the process of making new wooden parts to restore it to its original function.  Most proud?  Probably when I replaced the circuit panel and rewired my whole house because I saved so much dough!  Of course now I’m “that guy” everyone in my family calls when they need some electrical work done.  I firmly believe that keeping a hand in the physical world helps me be a better IT professional, as it’s always easier to keep the real results of business operations in mind.  Probably why I work with a lot of manufacturing folks now.
The Gerstner chest project


Salesforce Bullet:  You’re currently managing partner of Salesforce Consulting firm, Red Argyle. What inspired you to get into Consulting and start a firm?

Garry:  I spent 2000-2008 as an IT and Database administrator.  Around the end of that time, I got realized I loved project work.  What better way to always be rocking projects than to work at a consulting company?  So I made the jump, and after a few years I decided life wasn’t crazy enough and helped build Red Argyle with my friend and super cool guy, Tom Patros.



Salesforce BulletHow did “Red Argyle” get its name?

Garry:  That, my friend is a story only shared over a beer.  🙂



Salesforce Bullet: What do you like most about your job?

Garry:  I always relished the feeling of the first day on a new job.  It’s a new beginning.  Everyone’s super nice, you’re seeing new things, learning new processes, and also learning about problems that need solving.  So in consulting, we pretty much get to experience that newness all the time.  Always a new project with new, awesome people.  I also love being involved in an entire project lifecycle; being able to hunt for work, win it, and deliver it.  And now we’re into our 5th year with over 575 projects…. time flies!



Salesforce Bullet:  What are the biggest challenges of running a consulting firm?

Garry:  No doubt, “work life balance” is the biggest challenge.  Consulting can be an all-consuming business.  Owning a consulting company is that plus a bunch more. I am still a practicing consultant with 50% of my time on the line and the rest divided between Sales, HR, and all the rest…  and now I am married and have two very young kids.  I’ve definitely made a lot of changes to my schedule most notably cutting down on travel, but there’s no shortage of guilt from working late more than I’d like.



Salesforce Bullet:  How does Red Argyle compete with the giant Salesforce consulting firms?

Garry:  We don’t really compete.  As a boutique shop, we partner with other companies just as much as we are bidding against them.  And with a lot of SMB customers, we’re often flying “under the radar” anyway.  I like to think that we provide a unique service that works well with a niche of customers.  We’ve got loads of work in our backlog and leave happy customers in our wake, so I really don’t feel like we’re competing, just being good to our customers and anyone else we come across and treating everyone fairly.  I also push hard during prospect qualification to save everyone time.  If we’re not going to work together, I try to determine that quickly.



Salesforce Bullet:  What are some things you’ve learned as a consultant that you wish you knew sooner?

Garry:  There is no magic.  The most difficult enterprise jobs are run by regular people trying to solve extraordinary problems.  Approach things like an average person, and say “no” when something does not sound right.  Trying to be a hero is the cause a lot of project failures.  Don’t hesitate to call support or reach out for help!  Too many times I’ve tried to go it alone when there was help available.



Salesforce Bullet:  What advice would you give to new Salesforce Admins?

Garry:  Learn the business.  Salesforce is amazing technology and, learning how to wield it to serve business needs will give you the one-two punch to bringing a lot of value to your company.  Working hard to establish a business driven mentality, not a technology driven one will set you up for success.  By doing that, you’ll get exposed to more projects, complexity, and responsibility within your organization.  Don’t jump into consulting too fast if you’re an admin, learn the ins-and-outs of your company and treat them like your first customer.  Then determine if consulting is right for you.  Finally – if you want to be in this business, find a mentor.  Either a community mentor as mentioned above or someone in the industry that you respect and can have a relationship with.  A mentor-mentee relationship is priceless.



An Interview With SteveMo!


Steve Molis [@SteveMoForce] is arguably the most famous Salesforce Admin in the world.  When I was just starting out,  I had to do a lot of google searching for answers and how-to’s (still do).  It became very common that my answer was provided by  some guy named ‘SteveMo’ with a Charlie Brown avatar.  If you’ve ever been to one of his Dreamforce sessions, you know that he’s not only knowledgeable, but also really funny.

Huge thanks to Steve for answering some questions for my blog!


Salesforce Bullet: What were you doing before becoming a Salesforce Admin?

SteveMo:  I was a Lotus Domino Developer in MIS/IT where I’m working now



Salesforce Bullet:  How did you get your start?

SteveMo: One day in August 2003 I was in a meeting and my boss looked at me and said “We’re getting this thing called Salesforce.  We’re gonna learn it, and then you’re gonna own it”



Salesforce Bullet: You’re described as a self-taught Salesforce Admin.  Can you talk about what it was like back when you began learning compared to now?

SteveMo: Back in my day we didn’t have Trailhead or free Developer Salesforce orgs…  All we had was the Online Help and Training Docs, and we had to walk 5 miles in the snow (even in the Summer)


Salesforce Bullet: Formulas seem to be an area most Admins tend to struggle with. How did you become so good with them?

SteveMo: Working in Lotus Formula Language, and a similar “In House” language before that definitely gave me a leg up.  Going from Lotus Formula to Salesforce Formula isn’t even like going from speaking Spanish to Portuguese.  It was like going from Portugal to Brazil, it’s like the same language, so a different dialect.



Salesforce Bullet: To date, you have provided approx. 42,000 answers on the Success Community. There are a lot of people that think this must your full time job. Can you tell us about a day in the life of Steve Molis?

SteveMo:  It’s probably not much different from most SFDC Admins or Devs, start off by logging into all 3 SFDC orgs (Prod, Sandbox, and Dev), checking email, vmail, putting out any fires that pop-up.  There’s always something “on the stove”, whether it’s building/customizing a Report, Dashboard, Page Layout, Process, etc…  I keep the Answers Tab open, and check in when I can, either to take a crack at something, or see what guys like Deepak, Jeff May, Geoffrey Flynn, Chris D, Chris E, Sharif, (too many to mention or count) are cooking up.  There’s just so much knowledge out there flowing through the Answers and Success Community.


Salesforce BulletYou recently passed 3000 best answers, what does that mean to you?

SteveMo: I honestly didn’t even know that I’d done it until Vamsi Krishna posted it in the Success Community.  But once it happened and then Marc and Parker, and other community members, some I’ve known for years, others I’ve never met posted their congratulations…  I still dunno if it’s really sunk in yet. I mean being a Baseball Fan maybe there’s some allegory (right word?) cuz in Baseball 3,000 hits is like one of the standards that batters are measured by.
SteveMo Lightning
Steve receiving the Lightning Bolt from Parker Harris at the DF15 Admin Keynote



Salesforce Bullet: You’re known for telling people they owe you a beer.  By your count, how many beers do you have coming your way?

SteveMo: Oh man…  I dunno if I can build a Formula for that one, I may need to learn Apex Code or Heroku or something.



Salesforce Bullet: What is your favorite kind of beer?

SteveMo: “Pliny the Elder” by Russian River Brewery, it’s considered the Grand Daddy or The Apollo Moon Landing of the “West Coast” IPA movement.



Salesforce Bullet: Any significance using Charlie Brown in your profile/Chatter photos?

SteveMo: I’ve always loved Charlie Brown as a kid, I think maybe I identified with the “Lovable Loser” and I’m a huge Baseball fan (and Dog Lover) so when I created my Community avatar I found a Charlie Brown Baseball image and “hacked in” a RedSox B on his cap.


Salesforce Bullet:  If someone visiting the Boston area could only visit one restaurant, what should it be?

SteveMo:   I’ll give you 2:
  1. Turner’s Seafood Grill in Melrose (be sure to order the Lobster Bisque)  http://www.turners-seafood.com/melrose-grill-market
  2. The Parish Café in Boston http://parishcafe.com/



Salesforce Bullet: I’m assuming you’re a Patriots fan, how did you celebrate the Super Bowl 49 win?

SteveMo: Honestly, I was too stunned… I watched it, I saw it happen, and like 3 days later I was still like “Wait…  did Butler really intercept the ball on the 1 yard line, or did I just dream that???”



Salesforce Bullet:  If you could give a new Salesforce Admin just three pieces of advice, what would they be?

Trailhead, Trailhead, TRAILHEAD!!!
Never stop learning, exploring, tweaking, etc… Spend as much time (or more) in your Dev SFDC org as you do in your Prod SFDC org.


25 Things I Learned After 5 Years as a Salesforce Admin

Wonka 5 Years v2

It occurred to me the other day that I’ve been a Salesforce Admin for over 5 years now. That got me thinking about the things I’ve learned or wish I knew sooner.

  1. Your personal development is a journey, not a destination. 

  2. You have to be all in.  It’s like Mr. Miyagi would say: Either Salesforce Admin do “yes” or Salesforce Admin do “no.” You Salesforce Admin do “guess so,” get squish just like grape.

  3. Bosses that support your work-life balance, personal development, and appreciate your Salesforce skills are very important to your success.

  4. Executive sponsorship is really important.

  5. If there is a lack of accountability in your company, you’re going to have a bad time.

  6. Designing & developing a solution for a bad business process is not fun.

  7. Speak in a language your audience can understand.

  8. It’s impossible to reach expert level. 

  9. Understand what Apex is capable of.

  10. Self-sufficient users will make your job much easier.

  11. Automation is great, but too much of anything can become problematic.

  12. Stakeholders who have a good idea of what Salesforce is capable of will make your job easier.

  13. Your users are more important than you are.

  14. It’s OK say “I don’t know.”

  15. Trying to be a hero can backfire and cause you to burn out.

  16. Having a good change management process is very important.

  17. Project documentation is very important.

  18. Don’t neglect the little things.

  19. No matter what you do, you will always have some users that just don’t get it.

  20. Know when to turn to the appexchange.

  21. Be an evangelist, but don’t drink the Kool-Aid.

  22. Participation in the Salesforce Community can be rewarding in many ways.

  23. Things that seem impossible now will turn into  things you can do in your sleep.

  24. Knowing the right questions to ask can make all the difference.

  25. Many of the most valuable things you learn only come after you’ve screwed something up.