Salesforce

That Software Guy loves Salesforce!

Here's how I got into Salesforce: A mid-sized Tampa Bay firm was in the process of converting from a paper-based sales management process to Salesforce.com. They asked me to interview for a position as the project manager of the effort. I didn't know much about Salesforce, so I created a trial account, became a Trailblazer, started earning badges, and immersed myself in the platform to prep for the interview. Well, long story short, I didn't get the job, but I fell in love with Salesforce!

So now, I use Salesforce to run my own (Zen Cart based) business. I have released the integrations I did in the hopes that they will help others who are on a similar journey.

• Zen Cart to Salesforce Customer Import
• Zen Cart to Salesforce Products Import
• Zen Cart to Salesforce Prices Import

Then some optional additions:

• Showing Zen Cart Customer Updates needed by Salesforce
• Zen Cart 360 Sales Reporting (demonstrates creating accounts where multiple contacts for a company exist.)

The Salesforce guys liked my story so much, they wrote a few blog posts about me:

• a blog post about That Software Guy.
• a blog post about Salesforce Essentials featuring That Software Guy. This blog was rerun on Forbes.com.

Then they invited me to speak at Dreamforce 2018 about my experience!

We did some social media posts.

Here's me with SaaSy, the Salesforce mascot.

You can see my Salesforce presentation by clicking the screenshot below. My remarks start around 9:15.