The Exchange Spring 2019
Magazine | 22 pages | Contents Include: Salesforce 20th Anniversary, Overcoming Failure & Fun and Games
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e ch ge the TABLE OF Document contents Editor-in-Chief creation Salesforce APPYGAIL THE BOBCAT turns 20 6 Editorial Directors ANDREW GOTHELF used to be HOLLY RUSHTON Creative Director 8 10 RON LIM a drag. Senior Editor TONY NEWTON Community Editor AMANDA NELSON Now it’s Program Managers CLAYELLE WOLF STEPHANIE SEGER drag & drop. Managing Editor 12 JESSICA CHARLTON Contributing Editors and Writers CHRISTINE LEE CONNIE DEA Copy Editor 14 DANIEL ACUFF The Exchange is a quarterly digital magazine produced by Salesforce. 24 Questions? Comments? Letters to the editor? Tweet them @AppExchange. © 2019 Salesforce AppExchange Nintex Drawloop DocAutomation lets you automate the document generation process right within Salesforce. Simply drag and drop to ON THE COVER: activate workflows across your connected systems. With Nintex, Overcoming A Dreamforce 2018 attendee conquers your failures the rock climbing wall. managing your doc-centric processes has never been easier. 16 CLICK HERE TO LEARN MORE > 2 THE EXCHANGE SPRING 2019
e chge the TABLE OF Document contents Editor-in-Chief creation SalesforceAPPYGAIL THE BOBCAT turns 206 Editorial Directors ANDREW GOTHELF used to be HOLLY RUSHTON Creative Director 810RON LIM a drag. Senior Editor TONY NEWTON Community Editor AMANDA NELSON Now it’s Program Managers CLAYELLE WOLF STEPHANIE SEGER drag & drop. Managing Editor 12JESSICA CHARLTON Contributing Editors and Writers CHRISTINE LEE CONNIE DEA Copy Editor 14DANIEL ACUFF The Exchange is a quarterly digital magazine produced by Salesforce. 24Questions? Comments? Letters to the editor? Tweet them @AppExchange. © 2019 Salesforce AppExchange Nintex Drawloop DocAutomation lets you automate the document generation process right within Salesforce. Simply drag and drop to ON THE COVER: activate workflows across your connected systems. With Nintex, Overcoming A Dreamforce 2018 attendee conquers your failuresthe rock climbing wall.managing your doc-centric processes has never been easier. 16 CLICK HERE TO LEARN MORE > 2 THE EXCHANGESPRING 2019
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EDITOR’S letter Appy Spring, Trailblazers own I app-solutely love this time of year. Speaking of celebrations, we’ve To me, spring means new beginnings certainly been busy in the last few and challenges, a time for fresh starts months. Salesforce turned 20, we COMPARISON, and celebrations. Like our Trailblazers, honored Black History Month as well I never shy away from a challenge — as Women’s History Month, and this in fact, I welcome it! bobcat had her second birthday! RECOVERY, Sometimes, however, we struggle with Being your go-to girl and guide to the a challenge, and things don’t work out ecosystem these last two years has quite as we expected. Failure is such a been app-mazing. All these moments in feared word, but it’s something every- themselves are wonderful, but sharing MANAGEMENT, APPYGAIL THE BOBCAT one experiences along their journey. them with the Ohana is what truly EDITOR-IN-CHIEF @APPEXCHANGE In this issue of The Exchange, we talk makes everything so purr-fect. with tech professionals who have Here’s to a pawsome spring. ARCHIVING, experienced — and embraced — failure. I hope their strategies and personal stories from the front lines will inspire and encourage you to take more risks REPLICATION, and try new things. It did for me. GDPR LEARN MORE ABOUT OUR FEATURED SOLUTIONS IN THIS ISSUE. backup. Comprehensive data protection for Salesforce. CATEGORY Productivity IT Management Accelerate digital transformation with OwnBackup. Go from document generation to workflows Enterprise-level data CLICK HERE TO LEARN MORE > ACTION to e-signatures without code backup and recovery BENEFIT Eliminate paper-based and manual Experience data protection processes for faster sales cycles peace of mind 4 THE EXCHANGE SPRING 2019 SPRING 2019 THE EXCHANGE 5
EDITOR’S letter Appy Spring, Trailblazersown I app-solutely love this time of year. Speaking of celebrations, we’ve To me, spring means new beginnings certainly been busy in the last few and challenges, a time for fresh starts months. Salesforce turned 20, we COMPARISON, and celebrations. Like our Trailblazers, honored Black History Month as well I never shy away from a challenge — as Women’s History Month, and this in fact, I welcome it! bobcat had her second birthday! RECOVERY, Sometimes, however, we struggle with Being your go-to girl and guide to the a challenge, and things don’t work out ecosystem these last two years has quite as we expected. Failure is such a been app-mazing. All these moments in feared word, but it’s something every-themselves are wonderful, but sharing MANAGEMENT, APPYGAIL THE BOBCAT one experiences along their journey. them with the Ohana is what truly EDITOR-IN-CHIEF @APPEXCHANGEIn this issue of The Exchange, we talk makes everything so purr-fect. with tech professionals who have Here’s to a pawsome spring. ARCHIVING, experienced — and embraced — failure. I hope their strategies and personal stories from the front lines will inspire and encourage you to take more risks REPLICATION, and try new things. It did for me. GDPR LEARN MORE ABOUT OUR FEATURED SOLUTIONS IN THIS ISSUE.backup. Comprehensive data protection for Salesforce. CATEGORYProductivityIT ManagementAccelerate digital transformation with OwnBackup. Go from document generation to workflows Enterprise-level data CLICK HERE TO LEARN MORE > ACTIONto e-signatures without codebackup and recovery BENEFITEliminate paper-based and manual Experience data protection processes for faster sales cyclespeace of mind 4 THE EXCHANGESPRING 2019SPRING 2019 THE EXCHANGE 5
WHAT’S may we recommend appening a few app-etizing The latest Labs solutions are in. And they’re awesome. solutions? They’re free and customizable. Check out our newest Salesforce Labs solutions. Closer It's time to bring in your Closer. Now make the most effective sales presentations and track the effectiveness of your materials. Lightning Buddy Provide in-app training and alerts. Create a new communication experience for your end users — all configured with clicks, not code. Address Picker Autocomplete for Flow Help users fill in addresses quickly and easily. Find address suggestions as they type, and upon selection, it fills in relevant fields. Sandbox Post-Refresh Masking Scripts Enables running multiple scripts and scrambles data for metadata- defined fields when data is copied during a sandbox refresh. Who’s Viewing My Record? Is there a more perfect name for a Labs app? Get real-time notifications when someone else is viewing the same record as you. Find out more at bit.ly/appexlabs 3 neat Take advantage of the smarter AppExchange. tweets Just log on and we’ll give you personalized recommendations based on your install and @Amandabn1 @SFMichaelHolt @2ManyHockeys browsing history. Now you’re ready for your It’s an Appytastic time at #LAUG My new #WorkingFromHome Are you ready, Vancouver?#appy entre e: helping your org grow. Bon appétit. Tweet us. tonight @appexchange hosted mascot taking centre stage! is ready and waiting to start out We love to hear by @BrightGen #Appy #BobbleHead #Sales- #VanSalesforceSaturday. force #Mascot @appexchange And we will also kick off what you’re up to. Her bday celebrations. @appexchange #LookWhosTurning2 @trailhead @appexchange 6 THE EXCHANGE SPRING 2019
WHAT’S may we recommend appening a few app-etizing The latest Labs solutions are in. And they’re awesome.solutions? They’re free and customizable. Check out our newest Salesforce Labs solutions. Closer It's time to bring in your Closer. Now make the most effective sales presentations and track the effectiveness of your materials. Lightning Buddy Provide in-app training and alerts. Create a new communication experience for your end users — all configured with clicks, not code. Address Picker Autocomplete for Flow Help users fill in addresses quickly and easily. Find address suggestions as they type, and upon selection, it fills in relevant fields. Sandbox Post-Refresh Masking Scripts Enables running multiple scripts and scrambles data for metadata- defined fields when data is copied during a sandbox refresh. Who’s Viewing My Record? Is there a more perfect name for a Labs app? Get real-time notifications when someone else is viewing the same record as you. Find out more at bit.ly/appexlabs 3 neat Take advantage of the smarter AppExchange. tweets Just log on and we’ll give you personalized recommendations based on your install and @Amandabn1@SFMichaelHolt@2ManyHockeys browsing history. Now you’re ready for your It’s an Appytastic time at #LAUG My new #WorkingFromHome Are you ready, Vancouver?#appy entre e: helping your org grow. Bon appétit. Tweet us. tonight @appexchange hosted mascot taking centre stage!is ready and waiting to start out We love to hear by @BrightGen#Appy #BobbleHead #Sales-#VanSalesforceSaturday. force #Mascot @appexchangeAnd we will also kick off what you’re up to. Her bday celebrations. @appexchange#LookWhosTurning2 @trailhead @appexchange 6 THE EXCHANGESPRING 2019
AppExchange & Steve Jobs: WHAT’S What's the connection? appening Salesforce’s 20th anniversary: Speeches, cupcakes, and a Pitbull. Marc Benioff and Parker Harris started Salesforce in 1999. We celebrated this awesome milestone with a blowout concert featuring Grammy-winning rapper Pitbull. There was also lots of VTO, giveaways of designer cupcakes, and more. Here’s to another 20. Then another 20. Well, you get the idea. When you hear “App Store,” you think “Apple,” right? But did you know Marc Benioff was the original owner of the “App Store” trademark? That's because Steve Jobs once advised Marc to start “an app economy.” And Marc did just that. After brainstorming and focus group testing, Jobs’ advice became reality with the launch of AppExchange in 2006. Fast forward to 2008, and Apple launched its own App Store. To return the favor, Marc gave the “App Store” name and the appstore.com URL to Steve Jobs and Apple. “When I joined Salesforce, my title was Director of the App Store,” said Leyla Seka, now EVP of Mobile at Salesforce. With a slight title change, Leyla became the first Director of AppExchange in 2008. “I witnessed the creation of the largest and most vibrant enterprise app ecosystem in the world.” With a little help from Steve Jobs, of course. 8 THE EXCHANGE SPRING 2019 THE EXCHANGE 9
AppExchange & Steve Jobs: WHAT’S What's the connection? appening Salesforce’s 20th anniversary: Speeches, cupcakes, and a Pitbull. Marc Benioff and Parker Harris started Salesforce in 1999. We celebrated this awesome milestone with a blowout concert featuring Grammy-winning rapper Pitbull. There was also lots of VTO, giveaways of designer cupcakes, and more. Here’s to another 20. Then another 20. Well, you get the idea. When you hear “App Store,” you think “Apple,” right? But did you know Marc Benioff was the original owner of the “App Store” trademark? That's because Steve Jobs once advised Marc to start “an app economy.” And Marc did just that. After brainstorming and focus group testing, Jobs’ advice became reality with the launch of AppExchange in 2006. Fast forward to 2008, and Apple launched its own App Store. To return the favor, Marc gave the “App Store” name and the appstore.com URL to Steve Jobs and Apple. “When I joined Salesforce, my title was Director of the App Store,” said Leyla Seka, now EVP of Mobile at Salesforce. With a slight title change, Leyla became the first Director of AppExchange in 2008. “I witnessed the creation of the largest and most vibrant enterprise app ecosystem in the world.” With a little help from Steve Jobs, of course. 8 THE EXCHANGESPRING 2019 THE EXCHANGE 9
WHAT’S CUSTOMER SPOTLIGHT WHAT’S appening appening Thoughts from the Ohana: Celebrating Women’s History Month Renovia generates proposals and boosts We asked MVPs, All Stars, and Trailblazing Partners to share what Women’s adoption with Conga Collaborate. History Month means to them, and how they celebrate it every day. Renovia needed accurate Salesforce data to create proposals, drive greater Joanna Iturbe, Salesforce MVP Salesforce adoption, and generate clear, concise, and consistent documentation. I did a Lightning Talk at a Denver Women Techmakers event around the history of the Salesforce salary survey that started here in Denver. We have testimonials for what this survey has done for empowering women in negotiations. % % Shannon Zdanowicz, AppExchange All Star 97 25 33 We are lucky enough to work in an ecosystem where support is part of the DNA. We are looking to the past to appreciate what women have accomplished, but also have our feet grounded in the present where inspiration is all around us. Time Savings Workflow Rate to Close Proposal generation Collaborations Dina Rulli, VP, People Operations, Classy, Trailblazing Partner went from 3 hours to to streamline across This past month was inspiring and a great reminder of all that women can accomplish, and most importantly, how I can 5 minutes multiple departments personally ensure I am putting my female network on a platform for acknowledgment and opportunity. Trisha Price, EVP, Product Development & Engineering, nCino, Trailblazing Partner For me, Women’s History Month isn’t about looking back but looking forward, building on the progress that’s been “ Conga Collaborate provides endless made, and paving the way for the next generation of leaders and innovators, both inside and outside of work. efficiencies and improves the accuracy of our data tremendously.” JORDAN ARVIN Director of Technology Renovia Clockwise from top left: Joanna Iturbe, nCino celebrates International Women's Day. Shannon Zdanowicz, Dina Rulli, Trisha Price 1010 THE EXCHANGE SPRWININGT E2R0 129019
WHAT’S CUSTOMER SPOTLIGHT WHAT’S appening appening Thoughts from the Ohana: Celebrating Women’s History Month Renovia generates proposals and boosts We asked MVPs, All Stars, and Trailblazing Partners to share what Women’s adoption with Conga Collaborate. History Month means to them, and how they celebrate it every day.Renovia needed accurate Salesforce data to create proposals, drive greater Joanna Iturbe, Salesforce MVPSalesforce adoption, and generate clear, concise, and consistent documentation. I did a Lightning Talk at a Denver Women Techmakers event around the history of the Salesforce salary survey that started here in Denver. We have testimonials for what this survey has done for empowering women in negotiations. % % Shannon Zdanowicz, AppExchange All Star 97 25 33 We are lucky enough to work in an ecosystem where support is part of the DNA. We are looking to the past to appreciate what women have accomplished, but also have our feet grounded in the present where inspiration is all around us.Time SavingsWorkflow Rate to Close Proposal generation Collaborations Dina Rulli, VP, People Operations, Classy, Trailblazing Partnerwent from 3 hours to to streamline across This past month was inspiring and a great reminder of all that women can accomplish, and most importantly, how I can 5 minutesmultiple departments personally ensure I am putting my female network on a platform for acknowledgment and opportunity. Trisha Price, EVP, Product Development & Engineering, nCino, Trailblazing Partner For me, Women’s History Month isn’t about looking back but looking forward, building on the progress that’s been “ Conga Collaborate provides endless made, and paving the way for the next generation of leaders and innovators, both inside and outside of work. efficiencies and improves the accuracy of our data tremendously.” JORDAN ARVIN Director of Technology Renovia Clockwise from top left: Joanna Iturbe, nCino celebrates International Women's Day. Shannon Zdanowicz, Dina Rulli, Trisha Price 1010 THE EXCHANGESPRWININGT E2R0 129019
WHAWHATT’’SS WHAT’S appappenineningg appening Your Salesforce org need spring cleaning? Try AppExchange apps. Our favorite Trailblazers: Spotlight on Radhika Bansal Radhika is a Business and Integration Arch. Sr. Analyst at Accenture, and loves coding, consulting, and leadership. We’ve all heard of Marie Kondo, right? Her popular TV show and book help people organize their homes. Now her She’s done presentations at Dreamforce, Salesforce World Tours, and community events worldwide. Her dedication to women’s empowerment raised membership in Pune Women In Tech to 300 in just two years. She’ll continue this work concept can even be applied to Salesforce — and AppExchange apps can make it easy. until equality is no more a topic to discuss but a regular activity. 1 Visualize the goal. What would your Salesforce org look like if it were clean and tidy? Use AppExchange HOW DID YOU GET INVOLVED WITH SALESFORCE? data cleansing apps to identify what “sparks joy” in your org — and what doesn’t. I was working as a developer. Out of a batch of 60 developers only three were selected for Salesforce development. I was one of the lucky ones. Elements Cloud Catalyst Insightful analytics including field usage and the percentage completed. WHEN DID YOU FIRST USE APPEXCHANGE? WHAT'S THE FIRST APP YOU INSTALLED? Data Quality Analysis Dashboard I started using AppExchange in 2013. I installed a free, unmanaged package in my developer org. The first app I installed was Conga Composer. Identify deficiencies, quality, and completeness in your record data. RADHIKA BANSAL Salesforce MVP 2 Determine what sparks joy. Let's remove the stuff that holds your org back from being all it can be. Business and Integration WHICH APP DO YOU FIND YOURSELF USING TIME AND TIME AGAIN? Arch. Sr. Analyst I really like the intuitive and user friendly UI of GetFeedback. Look for inactive users, outdated, duplicate, or unused data, even installed — but untouched — Accenture AppExchange packages. WHAT IS YOUR FAVORITE DREAMFORCE MEMORY? Clean Your Room! Dashboard Last year was my first Dreamforce and every part of it was special. My favorite memory Inspire sales teams with a weekly pipeline "housekeeping" dashboard. was when Sarah Franklin allowed me to interview her. It was a dream come true. Field Trip WHERE’S YOUR FAVORITE PLACE YOU’VE TRAVELED TO? It’s one I've yet to explore: Switzerland, because of my unbound love of mountains. Run reports on Salesforce fields to analyze what percentage have populated. 3 Tidy in order. Now you’ll want to back up information, aggregate old data, change folder permissions, WHAT’S THE LAST BOOK YOU READ? Imagine It Forward by Beth Comstock. and more in the order that works best for you. Flows, configurations, and daily backup apps can help. CMTD Enhanced Related List (Component) GOT A MENTOR OR IDOL? Marc Benioff for his unshakable dedication and concern for society. Don't clutter: Group related records in this configurable component. Flow Magic – Picklist (Flow Solution) WHAT DOES BEING A TRAILBLAZER MEAN TO YOU? People who are honest toward their vision and help others to achieve theirs. Convert your picklist fields into visually engaging selectors in seconds. Astro Sounds daunting? Relax. AppExchange data cleansing apps make it a breeze. WHAT ADVICE DO YOU HAVE FOR TRAILBLAZERS? Be clear, passionate, and dedicated to your goal — but don’t forget to enjoy and be Once you’ve finished, don't forget to celebrate your newly cleaned org. Codey grateful for every path you take because every path is beautiful. 12 THE EXCHANGE SPRING 2019 SPRING 2019 THE EXCHANGE 13
WHAWHATT’’SS WHAT’S appappenineningg appening Your Salesforce org need spring cleaning? Try AppExchange apps.Our favorite Trailblazers: Spotlight on Radhika Bansal Radhika is a Business and Integration Arch. Sr. Analyst at Accenture, and loves coding, consulting, and leadership. We’ve all heard of Marie Kondo, right? Her popular TV show and book help people organize their homes. Now her She’s done presentations at Dreamforce, Salesforce World Tours, and community events worldwide. Her dedication to women’s empowerment raised membership in Pune Women In Tech to 300 in just two years. She’ll continue this work concept can even be applied to Salesforce — and AppExchange apps can make it easy. until equality is no more a topic to discuss but a regular activity. 1 Visualize the goal. What would your Salesforce org look like if it were clean and tidy? Use AppExchange HOW DID YOU GET INVOLVED WITH SALESFORCE? data cleansing apps to identify what “sparks joy” in your org — and what doesn’t.I was working as a developer. Out of a batch of 60 developers only three were selected for Salesforce development. I was one of the lucky ones. Elements Cloud Catalyst Insightful analytics including field usage and the percentage completed. WHEN DID YOU FIRST USE APPEXCHANGE? WHAT'S THE FIRST APP YOU INSTALLED? Data Quality Analysis Dashboard I started using AppExchange in 2013. I installed a free, unmanaged package in my developer org. The first app I installed was Conga Composer. Identify deficiencies, quality, and completeness in your record data.RADHIKA BANSAL Salesforce MVP 2 Determine what sparks joy. Let's remove the stuff that holds your org back from being all it can be. Business and Integration WHICH APP DO YOU FIND YOURSELF USING TIME AND TIME AGAIN? Arch. Sr. Analyst I really like the intuitive and user friendly UI of GetFeedback. Look for inactive users, outdated, duplicate, or unused data, even installed — but untouched — Accenture AppExchange packages. WHAT IS YOUR FAVORITE DREAMFORCE MEMORY? Clean Your Room! Dashboard Last year was my first Dreamforce and every part of it was special. My favorite memory Inspire sales teams with a weekly pipeline "housekeeping" dashboard.was when Sarah Franklin allowed me to interview her. It was a dream come true. Field Trip WHERE’S YOUR FAVORITE PLACE YOU’VE TRAVELED TO? It’s one I've yet to explore: Switzerland, because of my unbound love of mountains. Run reports on Salesforce fields to analyze what percentage have populated. 3 Tidy in order. Now you’ll want to back up information, aggregate old data, change folder permissions, WHAT’S THE LAST BOOK YOU READ? Imagine It Forward by Beth Comstock. and more in the order that works best for you. Flows, configurations, and daily backup apps can help. CMTD Enhanced Related List (Component) GOT A MENTOR OR IDOL? Marc Benioff for his unshakable dedication and concern for society. Don't clutter: Group related records in this configurable component. Flow Magic – Picklist (Flow Solution) WHAT DOES BEING A TRAILBLAZER MEAN TO YOU? People who are honest toward their vision and help others to achieve theirs. Convert your picklist fields into visually engaging selectors in seconds. Astro Sounds daunting? Relax. AppExchange data cleansing apps make it a breeze. WHAT ADVICE DO YOU HAVE FOR TRAILBLAZERS? Be clear, passionate, and dedicated to your goal — but don’t forget to enjoy and be Once you’ve finished, don't forget to celebrate your newly cleaned org. Codey grateful for every path you take because every path is beautiful. 12 THE EXCHANGESPRING 2019SPRING 2019 THE EXCHANGE 13
Certain words have the power to immediately frame an emotion or feeling. Failure is one of those words, and it can carry a heavy meaning that leaves a lasting effect on a person. Now consider a universal truth: everybody fails. Many of us have heard the go-to staple stories of “failure heroes”: Albert Einstein, from his struggles in school to selling insurance door to door before landing a job in a patent office (and later joining Astro and friends); Thomas Edison and his 10,000 iterations on the lightbulb; or Michael Jordan getting cut from his high school basket- ball team. These individuals, among countless others, demonstrate that failure is a normal part of life – the pathway to our goals. Working in tech means experiencing failure on a regular (and, sometimes, daily) basis. There’s always a new product issue to trou- bleshoot, a pilot that isn’t hitting the mark and needs reimagining, or an emerging industry trend to understand and dissect well enough to write about convincingly. I spent time talking with two of our partners about their outlook on failure, how they’ve experienced it, and, most importantly, what strategies they used to overcome failure. 14 THE EXCHANGE FALL 2018 WINTER 2019 THETHE EXCHANGE EXCHANGE 15
Certain words have the power to immediately frame an emotion or feeling. Failure is one of those words, and it can carry a heavy meaning that leaves a lasting effect on a person. Now consider a universal truth: everybody fails. Many of us have heard the go-to staple stories of “failure heroes”: Albert Einstein, from his struggles in school to selling insurance door to door before landing a job in a patent office (and later joining Astro and friends); Thomas Edison and his 10,000 iterations on the lightbulb; or Michael Jordan getting cut from his high school basket- ball team. These individuals, among countless others, demonstrate that failure is a normal part of life – the pathway to our goals. Working in tech means experiencing failure on a regular (and, sometimes, daily) basis. There’s always a new product issue to trou- bleshoot, a pilot that isn’t hitting the mark and needs reimagining, or an emerging industry trend to understand and dissect well enough to write about convincingly. I spent time talking with two of our partners about their outlook on failure, how they’ve experienced it, and, most importantly, what strategies they used to overcome failure. 14 THE EXCHANGEFALL 2018WINTER 2019 THETHE EXCHANGE EXCHANGE 15
In the very best case, nine out of React to this statement: “Failure of the way you fail. In fact, I fail My grand idea after college was I was heartbroken, I felt like I 10 times you're going to fail on is an option.” every single day. I’m a lifelong to start a coffee shop where I’d failed. But eventually came to converting that phone call. Look- learner, and I love to find new be able to sell art and partner realize “this is just not meant ing back at it now, I realize what Failure, to me, is always an hobbies: I fly quadcopters, with other artists across Indiana. for me.” It easily was the best a tremendous learning experi- option. Again, I embrace failure. I’m into 3D printing right now, I looked at a space in a suburb possible outcome that could ence that time in my career was. I really do. There's always I do race car driving on the side, of Indianapolis, put together a have happened in my career. something to be learned even if those types of things. business plan, worked to get the It got me thinking “you need to Any lessons you’ve learned you think you did the absolute idea funded, and found a coffee learn a lot more about yourself. from failing over the years? perfect job. But to learn any new skill and try shop partner. You need to start learning who Adam Becker anything new requires a learning Failing is healthy. I have two kids, If you don’t address the things process, including hobbies. Just as my wife and I were about you are, figuring out what you Chief of Staff to the CRO actually want to do.” Conga and I told my daughter recently you can do better, you're not Failure is a part of learning. to dive in, our location received I would rather see them try and being honest with yourself, and Conga helps businesses get more Ever had a moment that put an offer from a very popular global fail than not try at all. you’re not going to improve. value from their technology by you on the path you’re on coffeehouse chain. Obviously, we transforming processes through We are living in a time where Ever encountered anyone along today? lost our space. Digital Document Transformation. the pace of innovation, both your professional journey who Conga delivers Digital Document personally and professionally, is demonstrated a great approach Transformation by helping create, increasing. Part of keeping pace to overcoming failure? manage, collaborate on, nego- is you have to continue to try, Dustin Sapp, former CEO of Get tiate, and eSign business docu- and inevitably you will stumble. back ments and contracts. The Conga But if you don't try at all, then Octiv (acquired by Conga in on! Suite of products helps to simplify that's a complete failure. 2018), was an incredible mentor user experiences and increase to me. A serial entrepreneur, productivity. How do you encourage Dustin co-founded Octiv risk-taking at Conga? (originally named TinderBox) and Tell us about a time you found Within their roles — whether wrote the first lines of code for yourself failing in your career. they’re a business development the application itself. However, rep, a marketer, or an engineer there came a time where Dustin I was young and at a Midwest had to make a choice to focus his startup — a completely new — I highly encourage people to think about the things we efforts in other areas and allow space and field. I was trying new leadership to come in and to learn what it was like to be complain about every single day. grow the company. a digital marketer in 2005 or What’s keeping you from hitting 2006 while committing to your goals? What's keeping you It’s tremendous to see that he memory numerous TLAs from achieving what you want had the wherewithal and the to achieve, whether that’s today, understanding to acknowledge (three-letter acronyms). this week, this year? that this business could do things Early on, while learning how to that he was not capable of at It's easy to find problems. What’s talk the talk, be confident, and the time. To no one’s surprise, simultaneously consuming the not so easy is to find solutions he’s gone on to do great things, vast amounts of information to those problems. In our team most recently being the COO at being thrown at me on a daily meetings every Friday, there’s Formstack. basis, I was messing up and a rule that you can't talk about failing all over the place. When problems without having a Failure in many parts of the you’re a salesperson and you’re solution to accompany it. world is a stigma. Why is that? on the phone every single day, Inspiring strategic thought and I think that people everywhere the reality is that the numbers encouraging experimentation view failure as black and white. are working against you. help our organization come There are all kinds of varieties together and overcome obstacles. 16 THETHE EXCHANGE EXCHANGE SPRING 2019 SPRING 2019 THETHE EXCHANGE EXCHANGE 1717 16
In the very best case, nine out of React to this statement: “Failure of the way you fail. In fact, I fail My grand idea after college was I was heartbroken, I felt like I 10 times you're going to fail on is an option.”every single day. I’m a lifelong to start a coffee shop where I’d failed. But eventually came to converting that phone call. Look-learner, and I love to find new be able to sell art and partner realize “this is just not meant ing back at it now, I realize what Failure, to me, is always an hobbies: I fly quadcopters, with other artists across Indiana. for me.” It easily was the best a tremendous learning experi-option. Again, I embrace failure. I’m into 3D printing right now, I looked at a space in a suburb possible outcome that could ence that time in my career was.I really do. There's always I do race car driving on the side, of Indianapolis, put together a have happened in my career. something to be learned even if those types of things. business plan, worked to get the It got me thinking “you need to Any lessons you’ve learned you think you did the absolute idea funded, and found a coffee learn a lot more about yourself. from failing over the years?perfect job. But to learn any new skill and try shop partner. You need to start learning who Adam Becker anything new requires a learning Failing is healthy. I have two kids, If you don’t address the things process, including hobbies. Just as my wife and I were about you are, figuring out what you Chief of Staff to the CRO actually want to do.” Congaand I told my daughter recently you can do better, you're not Failure is a part of learning. to dive in, our location received I would rather see them try and being honest with yourself, and Conga helps businesses get more Ever had a moment that put an offer from a very popular global fail than not try at all.you’re not going to improve. value from their technology by you on the path you’re on coffeehouse chain. Obviously, we transforming processes through We are living in a time where Ever encountered anyone along today?lost our space. Digital Document Transformation. the pace of innovation, both your professional journey who Conga delivers Digital Document personally and professionally, is demonstrated a great approach Transformation by helping create, increasing. Part of keeping pace to overcoming failure? manage, collaborate on, nego-is you have to continue to try, Dustin Sapp, former CEO of Get tiate, and eSign business docu-and inevitably you will stumble. back ments and contracts. The Conga But if you don't try at all, then Octiv (acquired by Conga in on! Suite of products helps to simplify that's a complete failure.2018), was an incredible mentor user experiences and increase to me. A serial entrepreneur, productivity.How do you encourage Dustin co-founded Octiv risk-taking at Conga?(originally named TinderBox) and Tell us about a time you found Within their roles — whether wrote the first lines of code for yourself failing in your career.they’re a business development the application itself. However, rep, a marketer, or an engineer there came a time where Dustin I was young and at a Midwest had to make a choice to focus his startup — a completely new — I highly encourage people to think about the things we efforts in other areas and allow space and field. I was trying new leadership to come in and to learn what it was like to be complain about every single day. grow the company. a digital marketer in 2005 or What’s keeping you from hitting 2006 while committing to your goals? What's keeping you It’s tremendous to see that he memory numerous TLAs from achieving what you want had the wherewithal and the to achieve, whether that’s today, understanding to acknowledge (three-letter acronyms). this week, this year?that this business could do things Early on, while learning how to that he was not capable of at It's easy to find problems. What’s talk the talk, be confident, and the time. To no one’s surprise, simultaneously consuming the not so easy is to find solutions he’s gone on to do great things, vast amounts of information to those problems. In our team most recently being the COO at being thrown at me on a daily meetings every Friday, there’s Formstack. basis, I was messing up and a rule that you can't talk about failing all over the place. When problems without having a Failure in many parts of the you’re a salesperson and you’re solution to accompany it. world is a stigma. Why is that? on the phone every single day, Inspiring strategic thought and I think that people everywhere the reality is that the numbers encouraging experimentation view failure as black and white. are working against you. help our organization come There are all kinds of varieties together and overcome obstacles. 16 THETHE EXCHANGE EXCHANGESPRING 2019SPRING 2019 THETHE EXCHANGE EXCHANGE 1717 16
perfectionist — it was a lot of Share some of your general pressure. I feared failure all the time. strategies to overcoming failure. That caused me to miss deadlines. I always try to face my fears head-on. Don’t take I would procrastinate on a project or keep second guessing myself. If I don’t succeed, I figure out what our word for it. caused the failure and learn for the Eventually, I realized you only live next time. once. In life you can’t always do I apply the same principles to my Read what everything perfectly the first time. projects here. In fact, I learn more Julia Salem You need to learn from failure and from pieces that gained little traction Trailblazers like you Manager, Content Marketing apply that new knowledge to your than those that were highly visited or OwnBackup next obstacle. downloaded. Those are opportunities recommend. How do you embrace failure on for improvement. For example, a OwnBackup accelerates business a personal level? tweak to a blog title may change a growth with backup, compare, recover, archiving, compliance, Whenever I experience failure, flop to a success. and sandbox seeding capabilities. I often think of Winston Churchill’s Why do you think failure leads to Companies can now innovate with famous quote, “Never, never, never success? confidence on the Salesforce give up.” Think about what the The life lessons you can learn from Platform with peace of mind that world would be like today if he failure are invaluable. I think those their data is safe and sound. and the allied forces gave up. who have been most successful had Do you have an early memory of Obviously, my personal challenges the highest amounts of opportunities failing? and failures are not nearly as to learn from their failures. monumental as World War II. Any advice for people who have a In my grade school science class, Even so, I embrace my challenges I created a volcano and was head-on, and therefore I embrace fear of failure? so excited to demonstrate the failure. To never fail would mean I Fear is a metaphorical stumbling interaction that occurs when baking didn't challenge myself to grow and block because it's better to have soda is added to vinegar, water, succeed in my career or personal life. tried than never tried at all. If you and soap that I forgot to submit put yourself out there, you may fail, my experiment for approval before What about at OwnBackup? but you could succeed. In hindsight, I could present it. In my opinion OwnBackup has that failure will teach you a lesson Who knows better than the actual users of these apps? Our app guides — recommended by The teacher explained the become one of the most popular that you can use later in life. the users themselves — can jumpstart your search for the right app in sales, importance of paying attention to apps in the IT and Administration “Failure is an option.” Thoughts on service, manufacturing, marketing, integration, the back office, and Salesforce Labs. details and wouldn’t let me present category on AppExchange because this statement? my volcano. In fact, another we embrace failure and learn from BUILT BY SALESFORCE EMPLOYEES • FREE • RECOMMENDED BY OUR CUSTOMERS P GUIDE # student stole my thunder with the it. Every year we challenge ourselves Every failure is a learning toward AP 4 SERVICE VICE exact same approved experiment! to do more, do it faster, and do it SALESFORCE ✤✁ success. SALESFORCE APPS APPS LABS ASRECOMMENDEDBYOURCUSTOMERS better for our customers. Our belief LABS APPS How did you overcome the fear APPS that you should never lose data in of failure? the cloud drives us to constantly When I was younger, everyone refine and improve our platform. GUIDE PP # around me wanted me to be a A 6 As recommended by our customers and us. As recommended by our customers. Download them all at bit.ly/appexguides 18 THE EXCHANGE SPRING 2019
perfectionist — it was a lot of Share some of your general pressure. I feared failure all the time. strategies to overcoming failure. That caused me to miss deadlines. I always try to face my fears head-on. Don’t take I would procrastinate on a project or keep second guessing myself. If I don’t succeed, I figure out what our word for it. caused the failure and learn for the Eventually, I realized you only live next time. once. In life you can’t always do I apply the same principles to my Read what everything perfectly the first time. projects here. In fact, I learn more Julia SalemYou need to learn from failure and from pieces that gained little traction Trailblazers like you Manager, Content Marketing apply that new knowledge to your than those that were highly visited or OwnBackupnext obstacle.downloaded. Those are opportunities recommend. How do you embrace failure on for improvement. For example, a OwnBackup accelerates business a personal level? tweak to a blog title may change a growth with backup, compare, recover, archiving, compliance, Whenever I experience failure, flop to a success. and sandbox seeding capabilities. I often think of Winston Churchill’s Why do you think failure leads to Companies can now innovate with famous quote, “Never, never, never success? confidence on the Salesforce give up.” Think about what the The life lessons you can learn from Platform with peace of mind that world would be like today if he failure are invaluable. I think those their data is safe and sound. and the allied forces gave up. who have been most successful had Do you have an early memory of Obviously, my personal challenges the highest amounts of opportunities failing?and failures are not nearly as to learn from their failures. monumental as World War II. Any advice for people who have a In my grade school science class, Even so, I embrace my challenges I created a volcano and was head-on, and therefore I embrace fear of failure? so excited to demonstrate the failure. To never fail would mean I Fear is a metaphorical stumbling interaction that occurs when baking didn't challenge myself to grow and block because it's better to have soda is added to vinegar, water, succeed in my career or personal life.tried than never tried at all. If you and soap that I forgot to submit put yourself out there, you may fail, my experiment for approval before What about at OwnBackup?but you could succeed. In hindsight, I could present it. In my opinion OwnBackup has that failure will teach you a lesson Who knows better than the actual users of these apps? Our app guides — recommended by The teacher explained the become one of the most popular that you can use later in life. the users themselves — can jumpstart your search for the right app in sales, importance of paying attention to apps in the IT and Administration “Failure is an option.” Thoughts on service, manufacturing, marketing, integration, the back office, and Salesforce Labs. details and wouldn’t let me present category on AppExchange because this statement? my volcano. In fact, another we embrace failure and learn from BUILT BY SALESFORCE EMPLOYEES • FREE • RECOMMENDED BY OUR CUSTOMERS P GUIDE # student stole my thunder with the it. Every year we challenge ourselves Every failure is a learning toward AP 4 SERVICE VICE exact same approved experiment!to do more, do it faster, and do it SALESFORCE ✤✁ success. SALESFORCE APPS APPS LABS ASRECOMMENDEDBYOURCUSTOMERS better for our customers. Our belief LABS APPS How did you overcome the fear APPS that you should never lose data in of failure? the cloud drives us to constantly When I was younger, everyone refine and improve our platform. GUIDE PP # around me wanted me to be a A 6 As recommended by our customers and us. As recommended by our customers. Download them all at bit.ly/appexguides 18 THE EXCHANGESPRING 2019
WHERE IN THE WORLD IS FUN & THE TAIL games end appy? Print, search, and play. Find the words hidden in the puzzle. Words are hidden APPEXCHANGE A Z L I M Z APP GHTNING G I G I L I G I ASTR MVP BUSINESS NINTEX I I B M X I CODEY OHANA COMPONENT WNBACKUP G I Z F G CONGA ALESFORCE D L F X B X D DEMO ANDBOX EINSTEIN UTIONS I X I B I EXCHANGE ORE I F L X B L X B I F W TRAILBLAZER INS ALL G M D D G D B I G G L X M B L X I L D M I G G I L D M G M G L I L B L Z G L Z APPEXCHANGE LABS Z A E S O L U T I O N S C M R APPY LIGHTNING X M F L X M ASTRO MVP R G N I N T H G I L A O A E I G I BUSINESS NINTEX I A S S E N I S U B M X R P V I CODEY OHANA COMPONENTS OWNBACKUP P G P K P I A E T P Z O E F E G CONGA SALESFORCE D P J P W O L F O Q T E X B X D DEMO SANDBOX EINSTEIN SOLUTIONS E I U V E X V N V S I B C E O I EXCHANGE STORE I N F K L X E S B A L X H H B I F FLOW TRAILBLAZER INSTALL N S V A C N C T O N G A A M D S T W D T A G H N V Y N N A N D T A C S E P B A A I A Q G G A E L O X O M S N A N N B E N S L X I L D J M T O I W G G A R O T I L D N E E M R A P P Y O E E S C G M G L Y O T R A I L B L A Z E R G L P X M V P E C R O F S E L A S X M Know the answer? TWEET #APPYTRAVELS Tell us where she is at #AppyTravels and we’ll feature your answer in lots of social media. You’ll be a rockstar. Got an idea for the next Where in the World Is Appy? Send us your photo of Appy in a not-so-obvious destination at #AppyTravels and you might be featured in the next issue of The Exchange. 20 THE EXCHANGE SPRING 2019 SPRING 2019 THE EXCHANGE 21
WHERE IN THE WORLD IS FUN & THE TAIL games end appy? Print, search, and play. Find the words hidden in the puzzle. Words are hidden APPEXCHANGEAZLIMZ APPGHTNINGGIG I LIGI ASTRMVP BUSINESSNINTEXIIB M XI CODEYOHANA COMPONENTWNBACKUPGIZFG CONGAALESFORCEDLFXB XD DEMOANDBOX EINSTEINUTIONSIXIBI EXCHANGEOREIFLXBLXBIF WTRAILBLAZER INS ALLGM D DGD BIG G LXMBLX ILDMIG GILD MGM G LILBLZG L Z APPEXCHANGELABSZA E S O L U T I O N S C M R APPYLIGHTNINGX MFLX M ASTROMVPR G N I N T H G I L A O A E I G I BUSINESSNINTEXIA S S E N I S U B M X R P VI CODEYOHANA COMPONENTSOWNBACKUPP G P K P I A E T P Z O E F EG CONGASALESFORCED P J P W O L F O Q T E X B XD DEMOSANDBOX EINSTEINSOLUTIONSEIU V E X V N V S I B C E OI EXCHANGESTOREIN F K L X E S B A L X H H BI F FLOWTRAILBLAZER INSTALLN S V A C N C T O N G A A M D STW D T A G H N V Y N N A N D TA C S E P B A A I A Q G G A ELO X O M S N A N N B E N S L X ILD J M T O I W G G A R O T I L D N E E M R A P P Y O E E S C G M G L Y O T R A I L B L A Z E RG L PX M V P E C R O F S E L A S X M Know the answer? TWEET #APPYTRAVELS Tell us where she is at #AppyTravels and we’ll feature your answer in lots of social media. You’ll be a rockstar. Got an idea for the next Where in the World Is Appy? Send us your photo of Appy in a not-so-obvious destination at #AppyTravels and you might be featured in the next issue of The Exchange. 20 THE EXCHANGESPRING 2019SPRING 2019 THE EXCHANGE 21
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