Wed, 26 August 2020
The Podcap - August
It’s the end of August, which means a new special episode to recap all of the Salesforce content you may have missed. This week on the Salesforce Admins Podcast, Mike and Gillian have a new episode with a new name, the Podcap. Thank you, Matt Graessle! Do you have an idea for a name? Reach out on Twitter.
Join us as we talk about everything going on in August that you shouldn’t miss out on.
You should subscribe for the full episode, but here are a few takeaways from our conversation between Mike and Gillian.
Things that Stand out:
Watch some Low Code Love videos to learn about all the amazing ways you can get your job done easier and faster and empower your users, all with minimal coding. There’s even more coming with the Winter ‘21 Release, so make sure you’re on top of everything and get psyched. The pre-release is live, so check your Sandboxes to get started, and take a look at those pre-release notes. There’s a Release Readiness Live on September 18th, as well as the Learn MOAR campaign with five blog posts, a Trailmix, AND a chance to win cert vouchers.
The Did You Know Series
This month, Liz Hellinga took a deep dive into case merge, which can help you consolidate your cases and clean up your data. We’re also big fans of the “Did You Know” video series in general, a great bite-sized way to learn how to do something new in Salesforce whenever you have the time.
We had a lot of great episodes on the pod this month, covering data visualization, how to get your first admin job, and an inspiring story of how you can fuel your career with your passion.
Trailhead Live continues to be a great way to keep up to date with the latest and greatest in the ecosystem. Don’t miss all of the exciting content and pick up some new skills along the way. There are things going live for every timezone, so be sure to take a look.
The Waay back machine - Mr. Peabody
In these Podcap episodes, we like to take a look back to see what was going on in the not-so-distant past. Here’s a selection of great episodes you can go back and listen to if you’re feeling a bit of nostalgia.
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Direct download: The_Podcap_-_August.mp3
Category:general -- posted at: 9:05am PDT
Wed, 19 August 2020
Today on the Salesforce Admins Podcast, we’re talking to Juan Marte, Jr., Data and Donor Services Specialist at the One Love Foundation. He has some great wisdom to share about staying true to the things that you love and how he uses his passion to empower his users.
Join us as we talk about why he’s so passionate about data, how his love of technology has lead him to success, and how One Love Foundation is adapting moving forward.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Juan Marte, Jr.
An organization that changes the world, relationship by relationship.
“The One Love Foundation fundraises and educates young people about healthy and unhealthy relationships,” Juan says. It was founded in honor of Yeardley Love, a young woman who tragically lost her life 10 years ago at the age of 22. Her death was preventable, and the foundation exists to make something like that never happens again. To help with that mission, Juan is in charge of the data that makes them be able to do what they do, coordinating and supporting volunteers across the country and internationally so they can run workshops and trainings.
Collaborating with teams across state and international borders is tricky, and Juan definitely has his work cut out for him. “I make sure that everything that comes in through either of our platforms that sync into Salesforce gets spread to the engagement coordinators and program team from One Love,” he says. In short, he makes sure all the information they need is organized, up to date, and as easy to use as possible. “It’s a team effort,” he says, “but being able to be that advocate for them and compile the information they need is an amazing feeling because I’m helping someone else progress—I thoroughly enjoy helping others excel.”
Why going with your passion is the key to longevity.
“I’ve always had a passion for technology,” Juan says, “it’s just a great feeling that I can take something I love, something I enjoy using and doing, and help others.” Along the way, that passion has helped overcome whatever obstacles are in his way. “I’ve always used what I’ve loved in order to better the next person,” he says, “something you love is something that will give you longevity.” He also owes a lot to PepUp Tech for helping him get the knowledge he needed to get started on this path.
Right now, the One Love Foundation is transitioning between platforms, but Juan wants to make sure the user experience is largely the same, especially when it comes to uploading opportunities. He really wants to shift formats to make things more reportable and, in general, to help people more easily help themselves. “They have so much on their plate doing so much for the community, I don’t want them to wrack their brain,” he says.
Most of the One Love Foundation’s education is usually done in person, so everyone in the organization has had to adjust and be innovative in response to the current situation. “The passion that the whole foundation has in order to get their message across and being able to adapt has been truly remarkable,” Juan says.
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Full Show Transcript
Gillian Bruce: Welcome to the Salesforce Admins Podcast, where we talk about product, community, and careers to help you be an awesome admin. I'm Gillian Bruce.
Mike Gerholdt: And I'm Mike Gerholdt.
Gillian Bruce: And today we are talking to Juan Marte, Jr., who is a Data and Donor Services Specialist at One Love Foundation in New York. Juan has some great messaging to all admins about how you should stay true to the things that you love, and I loved hearing about his passion about how he empowers his users. So without further ado, let's welcome Juan to the podcast. Juan, welcome to the podcast.
Juan Marte, Jr.: Thank you for having me, Gillian, and I appreciate it.
Gillian Bruce: Well, I am stoked to get you on the podcast, not only because I think you are fun to talk to, but because you are doing some really cool things with Salesforce. First, can you tell us a little bit about a very brief overview of what you do, and then the organization you work at?
Juan Marte, Jr.: Sure. So I am the Data and Donor Services Specialist with the One Love Foundation. The One Love Foundation is a foundation where they fundraise and educate young people about healthy and unhealthy relationships, and it's due to a passing of Yeardley Love, which is a person that passed away 10 years ago due to domestic abuse or domestic violence. And since then, the family of Yeardley Love has decided to start a foundation and educate not just the United States, but the world, of how to pick up on unhealthy and healthy relationship in order to have that facet of togetherness.
Gillian Bruce: That's awesome. I know that that's a tough community problem, and so I very much admire the work that you, and One Love do. Let's talk a little bit about how you and your team collaborate. So, you mentioned US and international. So I bet that means that there's a lot of remote teams, remote working, I guess everyone's really remote right now anyway. Tell us a little bit about how you and your team collaborate.
Juan Marte, Jr.: So in my aspect with data, I make sure that everything that comes in through either of our platforms that we have that sync over into Salesforce basically gets spread to the engagement coordinators or the program team that we have instore with One Love. So I made sure that everything is correct for them, and precise, up to date, so that when it comes to reporting back not only the trends, but also getting their education across, I make sure that they can have that up to the information. I'll get many requests on updating contact information within the Salesforce system, to coming up with a report for them to see a layout of who they should contact in order to get things rolling. In the international aspect, we have had certain donors that have seen the product that we had to offer over in One Love, so they like to contribute their services and help spread that word.
Mike Gerholdt: Part of our admin team, and Gillian does this too, will go to user groups, and we go to Salesforce classes that are being taught virtually now, and greet new admins, and greet people that are just getting started in their admin career. And a lot of times the questions are, "Well, what can I expect in my day-to-day?"
Juan Marte, Jr.: One thing I forgot to mention earlier that I've been with this company for about seven or eight months with One Love. So being one with Salesforce, this is my truest opportunity of owning that. That being able to have that day-to-day, what I have to do kind of situation, obviously Trailhead in with the company that assisted me in getting to this position. They've helped me a lot to be knowledgeable in that aspect.
Gillian Bruce: So you are basically the person who just makes it easier for people to do their jobs.
Mike Gerholdt: Pretty much, pretty much.
Gillian Bruce: ... easier for people to do their jobs [crosstalk].
Juan Marte, Jr.: Pretty much. Pretty much. But do we do have others in the team that do add that information, so it's not just solely just me, but it's a team effort. I must admit that this team... I think with this team is unique, especially with the work that they do, but being able to be that advocate for them to be able to get that information and compile it for them is just an amazing feeling because I'm helping someone progress at their own position, at their own message. It's not an overwhelming feeling, but it's a feeling that I own because of the fact that it's just I enjoy thoroughly helping others itself.
Gillian Bruce: I think that's awesome. I think that's one of the core traits that we find with all awesome admins is a passion for helping people. I think you got that several-fold, Juan, because not only do you kind of do that in your day job for the people you work with, but you work for an organization that does help people as its mission, which is very cool as well. Look at you. You got the double helping people-
Juan Marte, Jr.: Pretty much. The thing is, it's like, at first, it didn't sink in, but as time progressed, especially now, you're not distracted. You're focused, have that narrow mind of just seeing what's in front of you. You absorb so much and see so much from that aspect, and it's just like, I think I did a great job. Not saying I'm cocky, but the fact is... I know, [inaudible]. It sounded wrong at first, but just being able that within a millisecond of data uploading I can help someone get even more to learn about this foundation, and just having that opportunity is amazing.
Mike Gerholdt: Wow. You mentioned you joined seven months ago. Were you already in that space, or was there also a learning curve for you in terms of understanding that... I don't want to call it vertical, but that area that you're in of what the company does and how it uses Salesforce.
Juan Marte, Jr.: It wasn't a parallel transition. It was a vertical for me. At the time, I was very knowledgeable of Salesforce. I had training in Salesforce. I know I spoke to Gillian about this before about being able to take what you've learned and taking it to a whole nother level. That was my surprise because of the fact that I had the knowledge, but then the fact that I was in a position that not only was I was able to take what I've learned, but definitely evolve that to a whole new level, that was the great feeling.
Gillian Bruce: I love how you mentioned this as kind of... Basically, you say you found your jam. This is what you feel like you were meant to do, and I think that's really amazing, Juan. I would be curious, so in how you are using Salesforce at One Love, what are some of the things that were maybe steeper learning curves for you in the last seven months, and what are some of the ways that you've been able to overcome some challenges or some problems in your journey?
Juan Marte, Jr.: Well, I would say when taking on this position, I wasn't hesitant, but I always had questions to the fact where I knew the information, but just as a refresher, I've always asked because of the fact that maybe between that time I trained to use Salesforce to going into my position, things might've changed.
Gillian Bruce: No. Salesforce doesn't change. What are you talking-
Juan Marte, Jr.: You know-
Gillian Bruce: ... about?
Juan Marte, Jr.: Even for example, I was accustomed to using Classic, and Lightning started to arise from the ashes kind of situation, so the differences of Classic and Lightning was a slight obstacle, but I still knew the tricks of the trade using Classic while using Lightning. One of the challenges I must say was adapting to making the changes on Lightning in regards to the fields and relationships and the page layouts.
Gillian Bruce: Oh, well, you don't need to talk to me about reporting struggles. I still struggle with formulas, so I got it.
Juan Marte, Jr.: Well, the thing is that, with my experience, I have not had to dealt with formula so much yet. I know that's coming in, but I've been able to do what I can as the data guy in order to get whatever information that the team-
Juan Marte, Jr.: The data guy in order to get whatever information that the team needed as quickly as possible.
Mike Gerholdt: Oh, just wait. The more data you give them, the more complex it will become in terms of requests.
Juan Marte, Jr.: I'm hoping for that challenge, I just don't know when it's going to come.
Mike Gerholdt: Just keep feeding them data. Trust me, it's exponential.
Juan Marte, Jr.: And then what's also cool is that, each of our regions within the foundation have their own dashboard. So they have an overview of what's coming in, what's happening, any updates, it's all real time. So, being able to edit that and being able to give that to the different regions within the foundation is awesome.
Mike Gerholdt: So looking back at kind of your journey, if present day self were to give, I don't know, nine, ten, one year ago self some advice, what would it be?
Juan Marte, Jr.: I mean, everybody says do what you love, because not only will it show work-wise, but after work, you don't feel that sense of, not disappointment, but you're not upset of what you've done. Going back to my younger years of using technology to my advantage and even to my past employers, I've always used what I'd loved to use in order to better the next person, or better the process of what I'm working with now.
Gillian Bruce: That's good advice, pay attention to your gut, right? Pay attention to what feels good.
Juan Marte, Jr.: Pretty much, that's the simple way of putting it. Go with your gut feeling, because you never know where you're going to end up. You know yourself, that this something you love, is something that will get you longevity. And even though I've had a lot of obstacles that led me to this, I can honestly say for the first time in my professional career that I feel at peace. Even though there's obstacles within the position, because there's going to be obstacles all over the place. But the fact is, you know where you feel at peace when you're not comfortable [inaudible] when you're happy, and that's where I am now, I feel that.
Gillian Bruce: That's such a great message. I love that. This is the spiritual Salesforce Admin Podcast now.
Juan Marte, Jr.: I didn't bring the incense, so I do apologize.
Gillian Bruce: Bring your own incense episode. That's great. That's great. So Juan, I think some of your messaging about stay true to yourself, follow what you're passionate about, understanding how you can make an impact and finding ways to do that, is all very, very powerful. I would love to maybe hear about a specific problem that maybe [inaudible] was having that you've helped solve, using your Salesforce skills.
Juan Marte, Jr.: Trying to think of something recently. So, all right. I do have one recent one that actually currently, well, not dealing with, but it is an issue that will help us in the long run. So, one thing about platforms is that they could come and go, different platforms that syncs over, or we use to better when the foundation ... Things could come and go. So one thing that I'm currently dealing with now, is how to adapt switching platforms, but making it better for our opportunities that we have in our system.
Gillian Bruce: That's great. So field management, layouts?
Juan Marte, Jr.: Mm-hmm (affirmative).
Gillian Bruce: Okay. Got it.
Juan Marte, Jr.: Pretty much. And then changing some title so that it's identifiable and reportable for when they do that research or when that research is brought to them, that it's just under that umbrella, under that field. And being able to just differentiate which is which. So coming up with that process on the back end and being able to have that available for the team, that's one thing, especially that's one project I'm doing right now, that's helping on the long run.
Gillian Bruce: That's awesome.
Juan Marte, Jr.: They're pretty much on the back end, we all know that try to make it comfortable in a viewable for non detailed Salesforce users. That's another thing too, because want to make sure that even though they might not dive in into Salesforce as much as I do, but they can see it without even ... Just clicking a button and it's there for them. That's one thing I thoroughly enjoy about helping my team, is just having it visually set for them and yeah.
Gillian Bruce: That's awesome. That's great. Well, you're doing a lot of amazing things, Juan. And I want to make a shout out to your amazing organization, who's doing incredible work in the community that I bet, especially times like now, is especially challenging, right?
Juan Marte, Jr.: It is. It is.
Gillian Bruce: Actually challenging, right?
Juan Marte, Jr.: It is. Especially being able to be innovative to continue spreading the word in a time like this, which most of our education is usually typically done personally, but just being able to create an innovative way to get the message across, especially during this. And especially with that team, it's been an amazing journey and we continue to prepare for what's to come, even if mentioning the second wave, how to evolve with what people are calling the new norm. That's one thing part of this journey, working with this foundation that's been a great thing to see.
Gillian Bruce: Well, yeah, I mean, you're undergoing digital transformation as an org. Right?
Juan Marte, Jr.: Exactly, pretty much. It's just the passion that the whole foundation has in order to get that message across and being able to adapt. It's been truly remarkable.
Mike Gerholdt: Fabulous. Well, thanks for taking time out of your day to share your story with us and inspire other admins and be super productive and helpful to your users at the organization. I think that's fantastic.
Juan Marte, Jr.: It's been an incredible journey thus far, and I look forward to see what's to come, especially with all these different innovations, not just within the foundation, but just with Salesforce itself. It's been an amazing trip to absorb that information and being able to spread that as well.
Gillian Bruce: Well, you'll never be bored being part of the Salesforce community.
Juan Marte, Jr.: That I agree. That I definitely agree. When there's an obstacle, I research it and I know one thing I want to do is being able with my research to try to create an environment within Salesforce, for my team or for the foundation to make it like it's always easy, but to do it the easiest way possible. That's just what I want to be able to contribute is because they do so much and I commend the entire foundation for what they do. Coming in, I didn't know what to expect. I knew about the mission, but I didn't know what to expect about the speed of things when it came to working for a foundation like this, but it's been eyeopening and it's been remarkable. It's one of those things I will never forget and regret taking on, especially with this career move.
Mike Gerholdt: Fabulous. Well, Juan, I hope you keep us updated as you continue to progress along.
Juan Marte, Jr.: I will. And thank you guys for having me. Before ending, I'd like to give a couple of shout outs if that's okay.
Mike Gerholdt: Yeah.
Juan Marte, Jr.: Because I know I didn't mention these groups, PepUp Tech big shout out, goes out to them because without them I would not be knowledgeable to be the advocate that I am for my foundation so shout out to them. I encourage everybody. Look, this is an opportunity worthwhile, especially not just because of the pandemic, but it's a great stepping stone because if you're not working, you get to be able to learn so much attributes by just diving in. Trailhead, Obviously, of course, but I also want to give a shout out to my family and my sister, Evelyn, because without them, I would not have the love of technology that I have now in such an early age. Shout out to them. Just keep an open mind because without it, you won't be able to learn what's going on out there.
Gillian Bruce: That's awesome. That's awesome. Great note to end on, Juan. Thank you so much for joining us today and we also look forward to seeing what's next for you and One Love and keep up the great work.
Juan Marte, Jr.: Thank you guys. Thank you, Gillian. Thank you Mike, for having me and I look forward to it.
Speaker 1: It was great to meet with Juan and I am so thankful for all of the work that the nonprofits and NGOs do, that you Salesforce, a big shout out to all of you right now. I'm especially appreciative for the work, like what Juan does the Salesforce admins at those nonprofits and NGOs that are helping to drive their mission forward. Today, these three things I learned from Juan; so first ensuring user productivity. Wow. I was leveled when Juan talked about how passionate he was about going around and making sure his users had the right data in. Thank you Juan, for doing that. The second thing I learned was he kind of had a predisposition to being in the industry and the company he's working for, and that I believe is really leading to his success. Thank you for doing that. And also, as a good guiding light for any admins that are thinking about what industry to look for a career in. And then the third thing, and this resonates through I would say almost every podcast that we have done this year, is stick with what you love.
Direct download: Follow_Your_Passion_with_Juan_Marte_Jr..mp3
Category:general -- posted at: 3:08pm PDT
Wed, 12 August 2020
This week on the Salesforce Admins Podcast, we’ve got Tiffany Spencer, COO of Esor Consulting Group and the founder of HBCUforce. We learn how she helps students gain the experience they need to land their first Salesforce job.
Join us as we talk about why process and solving is key to working in tech, how to gets hands-on experience with superbadges and case studies, and some great tips for networking effectively.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Tiffany Spencer.
Producing an impossible report
Tiffany says she does everything, and she’s really not kidding. “I’m a consultant, a CRM manager, a business architect, a solution architect—it kind of depends on who you ask that day,” she says, “a big part of it is working with individuals that I train and helping them understand how to better utilize the Salesforce platform and how to continue on their journey.”
Tiffany started as an admin for a small land development company after only a week of training and quickly became all things Salesforce for her organization. “It was a really great position where I was able to play many roles,” she says, “I was the admin, I was the BA, the project manager, the architect, the trainer, and that sink-or-swim moment set the tone for all of my other positions.” She went on to several roles as both an admin and later a business analyst.
The craziest part about her whole journey is that that first job never mentioned Salesforce in the job description. Little did she know that her chance encounter with the platform would shape her entire career.
Bringing Salesforce to Students
Tiffany is the founder of HBCUforce, a nonprofit organization that partners with Historically Black Colleges and Universities (HBCUs) to create programs that provide early access to cloud computing careers through exposure to Salesforce and their partners. She got the idea about two years ago when she visited her alma mater, Bethune-Cookman University, and decided to pop in a classroom. She started talking with some students about their career plans and explained to them what she does, and when she saw their interest she realized she could work with the school to create a program to show them exposure to everything a career in Salesforce can offer.
While many students aspire to land a position at Microsoft or Google, Tiffany’s found that they don’t often know that Salesforce is just as big (and innovative) of a company. Not only that, but 97% of Fortune 100 companies use the platform. In technology, it’s really about processes. Tiffany always tells students, “I’m not a coder, you don’t have to be a coder or a programmer or a developer to be in technology. There are all these other pieces of the puzzle that help developers do their job that you can be involved in.”
Getting Your First Salesforce Job
When you’re looking to get your first Salesforce job, Tiffany has a few tips that she’s seen work for her mentees. For one thing, you can do case studies and superbadges to get some hands-on experience. The other thing that really helps is getting familiar with Agile, whether that’s using a tool like Jira or Trello or even reading the Agile Manifesto.
Tiffany also tries to give her mentees opportunities to tackle real-life problems by bringing them into her pro-bono projects. If you don’t have a Tiffany in your life (yet), there are still ways to seek out something to get you started. “There are plenty of Tiffanys in the Salesforce ecosystem,” she says, “people are more than willing to guide and help so the first thing to do is to get involved with the community.” Start with your local community group, or organizations like PepUp Tech or Salesforce Military. “There’s not a shortage of people doing amazing things,” she says, “so you just got to get out there and start networking and connecting.”
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Direct download: How_to_Get_Your_First_Salesforce_Job_with_Tiffany_Spencer.mp3
Category:general -- posted at: 9:33am PDT
Wed, 5 August 2020
This week on the Salesforce Admins Podcast, we talk with John Demby, Lead Creative Strategist at Tableau.
Join us as we talk about how Tableau got its start with Pixar, the amazing things people are doing on Tableau Public, and how to start tinkering with this powerful tool today.
You should subscribe for the full episode, but here are a few takeaways from our conversation with John Demby.
Producing an impossible report.
John first found out about Tableau while he was working in pre-sales at a Salesforce customer. He wanted to create a report to see where people were spending their time, but was running into problems with one company, in particular, that was in their org seventy different times because of all their different legal entities.
“With the tools I had in Salesforce, I couldn’t produce a report,” John says, which is how he came across Tableau. “Within 15 minutes, I had a dashboard I couldn’t have had before,” he says. He was able to group data, create aliases and hierarchies, all with a simple drag-and-drop interface. When he was looking for a new opportunity and Tableau became a possibility, it was a no-brainer.
Bringing better data visualizations to everyone.
Pat Hanrahan, Tableau’s Chief Scientist, originally started at Pixar developing the RenderMan Interface, which helps translate data into visuals. Behind Tableau is the idea of automatically rendering data using design best practices to create the clearest visual representation possible. “Tableau doesn’t ask you, ahead of time, to pick a chart type,” John says, “based on your actions and what you’re doing and how you interact with the interface, it figures out what the best chart type is for what you’re trying to do.”
As Tableau has grown, the community has played a big role in driving innovation. There’s all sorts of community-driven content, not just for business reporting but visualizations for Game of Thrones or the Marvel Universe. “The community has really helped us take Tableau to the next level,” John says, “they’re the ones who have helped us find all of the uses cases and all of the goodness and the ability to discover data that has transformed Tableau into what it is today.”
How Tableau makes a positive impact.
As an organization, Tableau is really focused on having a positive impact on their community through the Tableau Foundation, working to overcome everything from poverty, inequity, and climate change, to global health issues. “Early on, we realized that getting Tableau in the hands of students and teachers was really critical,” John says, and so they offer free one-year licenses for K-college.
Listen to the full episode for all of the amazing things you can do with Tableau, but the bottom line is that they’re focused on helping you see and understand your data better. “There’s no other way to explore data unless you can see it,” John says, and Tableau helps you dig deeper than you ever thought possible.
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Full Show Transcript
Mike Gerholdt: Welcome to the Salesforce Admins Podcast where we talk about product, community, and careers to help you become an awesome admin. I'm Mike Gerholdt.
Gillian Bruce: And I'm Gillian Bruce.
Mike Gerholdt: And joining us today is John [Demby] from Tableau, to talk about all the amazing things that Tableau can do. And I got to tell you, we really geek out in this episode because there's a lot of fun stuff for admins to learn, and understand, and get into some visualizations. We'll share those in the show notes. So, with that, let's get John on the podcast.
John Demby: Thanks. Thanks for having me.
Mike Gerholdt: It was so much fun working with you and the Tableau team for TrailheaDX. I told Gillian, as a follow up we had to get you on the podcast. Had to hear your story about how you got started with Tableau and some of the amazing things that are going on in the Tableau community. And then just us chatting before we even pressed record, I'm like, "There is so many neat things that we have to talk about. This could be a 17 part podcast." Gillian, this could be an entire season.
John Demby: Yeah, yeah. We just keep bringing John back for more, more fun. Yeah.
Mike Gerholdt: It's the John Demby Tableau corner.
John Demby: Yeah.
Gillian Bruce: I mean, it could be a thing.
Mike Gerholdt: Right, I think it should be. So John, let's get started. For those who didn't see you at TrailheaDX virtually, haven't met you, kind of, where did you get started? How did you get started using Tableau?
John Demby: Yeah, so I've been with Tableau for almost four years now. But my journey started back in, it was a Salesforce journey. I was a Salesforce customer working at another software company. I was in presales just like I have been here at Tableau. And I led a team that was a global team, and we logged our time in Salesforce. So just like you're used to using Sales Cloud. We'd have accounts, we'd have opportunities, I'd have my guys and gals actually log their time against this. And then I'd want to see a report just to see where we were spending our time. Well, the problem was probably like a lot of people encounter, companies have lots of different names, and so sometimes those companies are in your Salesforce or once, twice, in this case there was a company that had three letters that starts with an I that was in our Salesforce work 70 different times because they're 70 different legal entities.
Gillian Bruce: That's awesome. I mean I love how you describe what a lot of admins do, right? Is they Google, they try to find solutions, trying to figure out how to make this work. But, the fact that you landed on Tableau and were so quickly able to kind of get what you needed out of it. I mean I can hear the, "Ha, ha. I kind of fell in love with this at first site." In your story.
John Demby: Oh yeah, and then as we started looking for other things to use it within that particular company, next thing you know our sales ops people are using Tableau. Some of our sales teams are using it to look at different things. I believe we even started doing some forecast reports in Tableau. Again, for the same reasons, because they were able to aggregate and quickly combine data, and different data sources in Tableau in a way that they just hadn't been able to do before.
Mike Gerholdt: I think, and that to me was the really cool part is, in seeing the visualization, kind of the demo that you did for TrailheaDX. And then talking with you now, a lot of what I would deal with as an admin is, there's a lot of structured data that we have in Salesforce, and then there's also, because it's Tuesday, an executive decides to throw you a curveball of, I need all of this structured data in Salesforce. And then, oh by the way, I have all this other kind of unstructured data that so and so's been keeping in a spreadsheet and I got to put it all together. And watching you walk through that visualization and combining that data, that to me was just the neatest part. I also thought, in talking things through with you, the one thing that you said Tableau didn't render for the longest time was a pie chart.
John Demby: Oh yeah, yeah. In fact we reluctantly were drug to that thing.
Mike Gerholdt: Tell me why. Because everything else in the world has a pie chart as the default choice.
John Demby: So, it's really simple. I mean, if you're going to compare really in essence, more than two things. So if I'm going to look at something and I've got three attributes, or something like that. So maybe I've got three regions of a country or something like that. The minute you go to a pie chart, you can't visually discern the size differences. But if I convert that to bar chart which is a best practice, I can very easily see that one bar is slightly larger than another bar, but on a pie chart I can't see that, or a donut chart, I'll throw that in the same category.
Gillian Bruce: So you're saying people should go on a pie chart diet.
John Demby: Yeah, yeah. Actually, that's the quickest thing you'll see a lot of people go is like, "Oh no." A lot of times I'll see a customer's dashboard and the first thing I see is 15 pie charts and I'm like, "Okay, let's step back from the ledge of the pie charts here for just a second."
Mike Gerholdt: What, are you opening up a bakery over here?
John Demby: Yeah.
Mike Gerholdt: Is this a dashboard or a bakery?
John Demby: Yeah, there you go, so.
Gillian Bruce: So, let's back up just for a second John. So I know you are clearly a Tableau expert, a leader, can you give kind of a high level overview for admins who maybe have heard Tableau but really have no idea what it is and how it interacts? You talked about how you couldn't get what you wanted from the native kind of Salesforce reporting tools. Can you kind of give a high level overview for admins about what Tableau is and how it interacts with kind of the core features of Salesforce that admins are used to?
John Demby: Yeah, and I'm going to take a one step back, because there's something that makes Tableau different than anything else that's out there. And it's kind of how Tableau was built on the ground up. So when Tableau first came to market, it really was around 1999, 2000. It was really born out of Stanford. One of the cofounders and creators of Tableau worked for a really small kind of movie company, animation company. You might have heard of it, called Pixar. And he was one of the cofounders of an application called RenderMan. And he is what makes Pixar Pixar. So it's a whole idea of taking data and rendering it visually.
Gillian Bruce: I had no idea the connection to Pixar. That makes me love Tableau even more because everything Pixar does I'm a huge fan of.
Mike Gerholdt: Yeah.
Gillian Bruce: It's amazing.
Mike Gerholdt: Wow. That's so cool. Let's talk John, about the community. Because you were bringing up with us about some of the public visualizations and the kind of, just this whole... Because I feel like there's a big crossover in the admin community of individuals that really, really love digging into data and also helping others understand it.
John Demby: Yeah. I mean, one of the things that's amazing with Tableau is, just like with Salesforce is, our community. We have fans. I mean I literally, I can... Back before COVID when I used to fly or get on a plane to go see customers and stuff like that, if I wore anything with a Tableau logo, I almost felt like people were asking me for my autograph or something. Because they were like saying, "Oh wow, you work at Tableau?" And they'd want to tell me all the things they do with Tableau. And the community is what keeps, and has really helped us innovate.
Gillian Bruce: So Tableau Public is a place where I mean, you kind of said, pick your topic and you can probably find something that somebody's built on Tableau Public. Which is exactly what I plan to do later today, by the way. I'm trying to resist doing it now. Tell me a little bit more about how someone... You described your begin with Tableau... I'm a Salesforce admin, I'm super interested in this, what are the first steps I take? Do I start with Tableau Public? Is there some kind of trial thing I can play with? Where do I go to kind of start dabbling?
John Demby: Sure, yeah. So one of the things is, yes. You can get a trial. It's a 14-day trial and it's fully functional. You can go up to the website, get it right now. What that's going to give you is what we call Tableau Desktop. So that is a solution that would install on a Mac or a Windows machine and allow you to connect to any kind of data you could expect. From a relational database, to cloud data sources, to cloud-based apps like Salesforce and others, to just spreadsheets and csv files, to spacial data. You name it, you can probably connect to it in Tableau. But that's a great place to get started.
Mike Gerholdt: If there's a long pause on the website it's because one of us is searching Tableau Public and finding something incredibly amazing.
John Demby: Yeah, there you go. Well you know-
Gillian Bruce: Mike stop it, focus.
Mike Gerholdt: Totally, totally wasn't doing that. Totally wasn't reading about The Dark Knight and Joker.
John Demby: Yeah, there you go. But you know what else is... I'll tell everybody here too. This is something, I'm a parent, most everybody, if you're not a parent you know kids, or you know people that have kids, or you know a teacher out there. And so, one of the things that Tableau did early on was, we realized that in all of the things that we want to do for good, we do embrace, just like Salesforce does, nonprofits. And we try to do good with our software. We've done some amazing stories, if you go look at our Tableau Foundation, about helping stamp out malaria. Helping with Ebola. Nowadays we're everything COVID up on Tableau Public in our data hub.
Gillian Bruce: I mean, that's so cool. I think especially now where a lot of people with school age children are having a rough go of it given the current climate of maybe school's happening, maybe it's not happening, oh my goodness. I mean, what an amazing kind of resource and oppurtunity for students to dig in a little bit. I can just imagine the As that I would've gotten on so many reports had I had access to Tableau and been able to tinker around. I mean, I would've looked amazing to my teachers, so-
John Demby: Yeah so, so let me tell you a funny story about that with my middle daughter. So she just graduated, but she took stats her senior year and they had to go get... They were analyzing I think, football metrics. So they had to pick a team, she picked Cincinnati Bengals, mostly because I went to TCU, we're a TCU family. And Andy Dalton, who used to play at TCU is the quarterback there. So that's why she picked the team, not because they've ever won anything, right?
Gillian Bruce: I was going to say, that's an interesting choice in a team.
Mike Gerholdt: [crosstalk] clearly their winning record.
John Demby: [crosstalk]. Yeah so, but so she had all this data but then the stats teacher was asking her things like, "Well, I've got to have the mean. I've got to have this and that. All these stats questions." And I said, "Well look, let's just take that data you just got from the Cincinnati Bengals website, let's load it up into Tableau, let's build this little quick visual." And then there's an info card that you can click, and then it gives you all the stats. And I said, "Write them all down. Give them to your teacher." She's like, "This seems like it's cheating." And I said, "Well, I don't know if it's cheating or not but, at least they gave you all the answers without you having to go run all these complex statistical analysis." So maybe it was cheating. But, that's the kind of thing that I think is really enlightening in Tableau, and some cool things you can do. And yeah, she got an A, I think, so.
Mike Gerholdt: Even though she picked the Bengals.
John Demby: Yeah.
Gillian Bruce: The only winning thing the Bengals have ever been a part of.
John Demby: Right.
Mike Gerholdt: Yeah.
John Demby: Right.
Gillian Bruce: All right. But I think that's so cool because, to your point though, it's not cheating because the technology exists out there and you know how to use it. And I think that really ties back to kind of admins, we should all pay attention to this because, I mean, it is incredibly powerful. And just like the teacher wants to know these specific data points, you've got executives that want to know the same thing and you can save hours and hours and probably years of training to be a data scientist by tapping in to the power of Tableau and being able to pull that.
John Demby: Oh, absolutely. Yeah. Absolutely.
Mike Gerholdt: Yeah. And Gillian, I also hear tinkering.
Gillian Bruce: Yes.
Mike Gerholdt: Which is a lot of what we talk about on the podcast, a lot of what Leanne talks about. Just the ability to kind of get in there and tinker with something, but also have the tool intuitively help you, right? I don't think necessarily, it's cheating. It's just, you don't have to reinvent the wheel every time you build something that has a wheel, right?
Gillian Bruce: Yeah, there's a reason we invent stuff, right?
John Demby: Yeah, yeah.
Mike Gerholdt: And this helps, you get that a little bit farther. And to me, I think it helps make the subject more interesting so that you really do want to dive into it. And as an admin for me, I'm thinking, well this the very important part that I can help my users understand why it is so critical that they input the right data, so that we get the right output so that we can make the right decisions.
John Demby: Yeah it is. I mean it's a... And even just I think, Tableau just in general as a... Our tagline is, "We help people see and understand their data." And so much of that is the exploration and seeing your data for the first time. If you look at it in a spreadsheet, you're not going to see anything. But if you start bringing that data in, you'll be amazed at what you can find. You might find... We could spend hours talking about stories where, in one particular customer, an intern came in, used Tableau liked we talked about. They gave them... This was an auto manufacturer. They gave them some data that was related to warranty claims, and said, "Do something with it." And then he came back and found about $6.5 million of fraud.
Mike Gerholdt: Whoa.
John Demby: And basically what he found out was, there was some dealers that were selling cars on paper, then they were performing different warranty things, and billing it back to the car manufacturer, and then they were putting the car back in inventory. And so, I mean, and that was just one example but just finding just, even outliers in your data that make you wonder, "Okay, why is this..." And over the last couple years, we built some of that technology into Tableau. We actually have a feature now that's called explain data that, if I'm looking at a chart, or looking at a whatever, and I click on something because it doesn't seem right, it'll actually analyze all the data and then come back with a report saying, "The reason this is higher than this is because you had these particular things going on." Or it may be one unusual record that you should take out, or something like that.
Mike Gerholdt: I'm going to nominate that as soon as Salesforce figures out how to make Tableau talk that it sound like Jarvis from Iron Man.
John Demby: Yeah, I think that makes sense. Yeah.
Gillian Bruce: Oh [crosstalk].
John Demby: We do have natural language so we can sort of talk to Tableau, but no, we don't have a voice out. So that would be it. That would be an interesting-
Mike Gerholdt: Not yet. But forward looking statement.
John Demby: Yeah. Add thing.
Mike Gerholdt: John this was super fun. We need to have you back and do a Tableau corner every, I don't know, every time you feel like it.
John Demby: Yeah, no. Anytime. I would love to come back, share more stories, examples that customers have used Tableau both with Salesforce and just with data inside of their organization to do transformational things. Tell you a little bit more about things we're working on and the solutions, some additional kind of exciting things that we're doing to make access to data even easier. And all that kind of stuff. But yeah, I'd love to come back anytime.
Mike Gerholdt: Cool. I'm definitely... We'll include a link to the Tableau Public so you can shop the cool Tableau things. I will also include the link to the Joker one that I found.
John Demby: Yeah, there you go.
Mike Gerholdt: And I think we'll probably include something about Game of Thrones.
Gillian Bruce: Yep. There was a pretty morbid one that I found that I am very excited to dig in further tonight, so.
John Demby: There you go. Well my work is done here. I guess I have helped you explore the interesting side of data. But yeah, and you know just in closing on that, Tableau Public just turned out to be a, I don't know if I want to use the word life saver, but it's become a critical component to the COVID thing. I can even show you, if this was visual, I could show you the spike in Tableau Public traffic that happened once organizations started building COVID-19 dashboards. There's maybe almost every state probably has something built up on Tableau Public. You have organizations, people have looked at the Tableau data hub for COVID-19, and reswizzled that data and published in sites. And so, the spike in the amount of resources that... I mean traffic doubled when COVID happened. And it was because it was a public, free, sharable resource that people could create those insights very quickly and then share them out to the world, even embedding them in their own websites or whatever. So yeah, big fan of Tableau Public. Like I said, it's kind of the YouTube of data visualization out there.
Gillian Bruce: I love it. Thank you so much John, I really appreciate you taking the time to share with us. And I am excited to hear more and see what else people do with Tableau, with the Salesforce connection now. I mean gosh, there's so many possibilities, this is really fun.
John Demby: Yeah, we're excited. Sky's the limit. I mean now that we have all these different additional resources and stuff there's amazing things on the horizon for us and for Salesforce.
Mike Gerholdt: Sweet. Thanks John.
John Demby: All right, thank you guys.
Gillian Bruce: Well that was a great conversation with John. Gosh, we could really talk with him forever. Which, don't worry, we'll have him back. So you'll get more of John for sure. Some top takeaways, I mean geez, so much we talked about. Especially about Tableau and all the amazing things you can do. My top three takeaways are number one, I didn't know that Tableau had roots in Pixar which is pretty amazing, and that explains a lot about how amazing the visualizations are. Kind of that focus on visually representing things in the world.
Mike Gerholdt: #tinkerwithtableau.
Gillian Bruce: Ooh I like that.
Mike Gerholdt: I know, it's good. They could a tweet a picture of what they tinkered with.
Gillian Bruce: I love it. I love it. Tinkering is great. Well if you want to learn more about all things Salesforce admin, make sure you go to admin.salesforce.com to find more resources. And as a reminder, if you love what you hear on this podcast, please make sure to pop on over to iTunes and give us a review. I know Mike and I absolutely pay attention to those, we read them, we really appreciate your feedback, so take a moment and do that for us please. It helps more people find us and get all this great information.
Direct download: How_I_Fell_in_Love_with_Tableau_with_John_Demby.mp3
Category:general -- posted at: 11:30pm PDT