How Erick Mahle Is Using AI to Transform Mortgage Lending

How Erick Mahle Is Using AI to Transform Mortgage Lending

Released Thursday, 30th January 2025
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How Erick Mahle Is Using AI to Transform Mortgage Lending

How Erick Mahle Is Using AI to Transform Mortgage Lending

How Erick Mahle Is Using AI to Transform Mortgage Lending

How Erick Mahle Is Using AI to Transform Mortgage Lending

Thursday, 30th January 2025
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0:05

Hello Admans, your guest has

0:07

Josh Burke here. Today we welcome

0:09

Eric Mall to talk a little

0:11

bit about AI, digital transformation, and

0:13

a lot about one of his

0:15

projects Flowfast, and how people can

0:17

learn flow in a really fun

0:19

and interactive way. So without any

0:21

further ado, let's go welcome Eric.

0:28

All right, today on the show, we welcome

0:30

Eric Ball to talk about, of course, probably

0:32

a little bit of AI, since that's what

0:34

we have to do these days. And Mile

0:36

High Dreaming and Flow Fest, Eric, welcome

0:39

to the show. Well, thanks for having me,

0:41

Josh. So let's start with your early

0:43

years. Did you always want to get

0:45

into software? No, I had no idea

0:47

I was going to get into software.

0:49

Though, when I was a very young

0:51

kid, my father used to build computers,

0:53

and I know. used to do a

0:55

little bit of the same as well,

0:57

like, you know, getting all the video

1:00

cards, the motherboards, getting all the components,

1:02

joining them together, but that wasn't something

1:04

that stuck with me throughout all these

1:06

years. I went to school for marketing,

1:08

but somehow ended up as the

1:10

accidental admin and here we are 15

1:12

years later. Got it. Well, that kind

1:14

of segues to the next question. How

1:16

did you first get introduced to Sales

1:18

Force? Well, since accidental admin

1:21

is the default answer for

1:23

most folks. I will basically

1:25

say, I joined a company

1:28

as a marketing analyst. It

1:30

was a small company and

1:32

like most small companies,

1:34

it gets to wear many hats.

1:37

And they basically said, hey, we

1:39

have sales force. Why don't you

1:42

manage sales force? And really

1:44

had a great experience there. We

1:46

had brought in my boss at

1:48

the time, was a Silicon Valley

1:51

type global sales director, and he

1:53

really challenged me a lot. He

1:55

used to say, hey, you know,

1:58

success factor, sales force. to

2:00

do this, or Adora Salesforce used

2:02

to do that. And really challenged

2:04

me to kind of reverse engineer

2:06

Salesforce. And I found a lot

2:08

of joining that. I thought it

2:10

was the grown up version of

2:12

Legos. Remember the first time I

2:15

successfully wrote a formula field. I

2:17

went to the software developers because

2:19

we were a software development company.

2:21

So I went to the software

2:23

development. team and said, hey, I'm

2:25

a developer now and they're like,

2:27

no, you're not. And I'm like,

2:29

okay, maybe I'm not. Right. But

2:32

the passion was there to play

2:34

around with the declaratively and then

2:36

just kind of from there went

2:38

to the consulting side, many years

2:40

on the consulting side, then back

2:42

client side and kept playing around

2:44

with all these new tools and

2:46

trying to keep up with all

2:49

of the different. features that Salesforce

2:51

continuously tends to roll out. Nice,

2:53

nice. Yeah, my old, I think

2:55

he was my skip level boss

2:57

for a while, but Mike Rosenbaum

2:59

at Salesforce famously. I'm probably getting

3:01

this wrong because it's been quite

3:03

a few years, but I think

3:05

it was something along the lines

3:08

of we sell Legos that people

3:10

build Millennium Falcons, right? It's like

3:12

what you can put together with

3:14

all these components. It's the really

3:16

cool part of the platform. It's

3:18

true. And it's also my old

3:20

boss and friend Dave Carroll used

3:22

to say, you know, we have

3:25

the one true platform because you're

3:27

allowed to build on top of

3:29

it. And it's this constant theme

3:31

when I talk to people, right?

3:33

It's like, like, especially back on

3:35

the developer side, people who have

3:37

to, you know, create Java servers

3:39

and put all these connections together

3:42

and run up a database, like

3:44

the simplicity of putting a custom

3:46

object together and then just using

3:48

it. It's, it's, it's a, it's

3:50

a, like, I'm an eventual. I'm

3:52

an evangelist. It's a, I'm an

3:54

evangelist. It's a certain kind of

3:56

a certain kind of a certain

3:59

kind of magic. It's a certain

4:01

kind of magic. It is. It's

4:03

almost like an operating system of

4:05

its own. You have so much

4:07

that sales source takes care of

4:09

for you that a lot of

4:11

times people can take for granted,

4:13

especially on the declarative side. It's...

4:16

folks just have to log in

4:18

get their login credentials and they

4:20

can go to set up and

4:22

start building things right away. Yeah.

4:24

How would you describe your current

4:26

job? Exciting, for sure. It's... No,

4:28

actually it really is quite exciting.

4:30

So I'm in mortgage lending now.

4:33

I was working beforehand as the

4:35

senior director, CRM, at First Advantage,

4:37

which is a global leader in

4:39

background checks and drug screenings and

4:41

so forth. So if you got

4:43

a job recently, chances are you

4:45

probably your employer probably went through

4:47

First Advantage, which I think Salesforce

4:49

is now a customer first advantage.

4:52

Got it. So, but that was

4:54

an interesting time. Got to learn

4:56

a lot of the corporate world,

4:58

got to know a lot of

5:00

working with different departments, really having

5:02

to get creative to get things

5:04

done and get things accomplished and,

5:06

you know, budgeting and all of

5:09

these things that a lot of

5:11

organizations had to deal with over

5:13

the past couple of years. During

5:15

that time in came the president

5:17

of Lens Financial that had been

5:19

kind of courting me for a

5:21

couple of months and He's like

5:23

look we're growing we're growing really

5:26

fast Still very small organization like

5:28

when I joined we were in

5:30

the mid-30s now we're 50 employees

5:32

all within less than a year

5:34

But he basically was raising a

5:36

round of investment to kind of

5:38

take the company to the next

5:40

level and he's like, help me

5:43

put a bunch together for what

5:45

a digital transformation would look like

5:47

to be able to really take

5:49

Lens to the next level. So

5:51

really, when he finally got the

5:53

approval and he got that round

5:55

of investment cleared, he's like, when

5:57

can you start? and we've been

6:00

on the run ever since working

6:02

on really exciting projects, including AI

6:04

and several other things. So it's,

6:06

it's. been fun to be able

6:08

to kind of go pedal to

6:10

the metal and really try to

6:12

put something exciting together. So first

6:14

of all I want to give

6:17

that person props because in so

6:19

many corporate environments they say things

6:21

like we need to do a

6:23

digital transformation but they don't fund

6:25

it. Yeah, without saying names or

6:27

companies or large insurance companies I

6:29

might have worked for in the

6:31

past. Anyway, actually I can't complain

6:33

about that. They did give me

6:36

a salad I guess. Technically, that

6:38

was their forum on the good.

6:40

Tell me a little bit more

6:42

about AI and about how you

6:44

see that as part of this

6:46

digital transformation. Yeah, so there's a

6:48

lot that's going on there, right?

6:50

So the key thing that we're

6:53

working on, Lens Financial is Project

6:55

Lexi. So Project Lexi on the

6:57

surface is basically our digital lending

6:59

ally. It's a character that we've

7:01

come up with. And what we're

7:03

trying to do is really build

7:05

an engine behind the digital transformation

7:07

that we can. you know, put

7:10

a customer 360 project together and

7:12

have that database and try to

7:14

learn from that as much as

7:16

we can. And from an AI

7:18

perspective, we have fairly ambitious visions

7:20

with what we wanted to do.

7:22

And how we've been tackling over

7:24

at Lens is that we're kind

7:27

of dipping our toes in the

7:29

water first, trying to see what

7:31

we can get away with. I

7:33

think we're still very much, we've...

7:35

grown in phases, we're still very

7:37

much in a prompting phase. Everything

7:39

is like a very grounded prompt

7:41

to get what we want and

7:44

be able to derive insights that

7:46

we're looking for, but we're starting

7:48

to look at more serious things

7:50

like building our own LLLM or

7:52

or like training our relevant models

7:54

to be able to have more

7:56

specific things going on, evaluate our

7:58

data, make sure that we're on,

8:01

make sure that we can identify

8:03

trends, make sure that we can

8:05

identify red flags early on, and

8:07

really trying to like bring all

8:09

of the process efficiency that we

8:11

can. This, our industry is an

8:13

industry that has so much, so

8:15

many steps and so many things

8:17

that we have to take. And

8:20

what we're looking for Lexi to

8:22

do is to be an extra

8:24

eyes over the shoulder to say,

8:26

hey, is there anything that you

8:28

potentially missed? Is there anything that

8:30

you have to be concerned with

8:32

in order to make the steel

8:34

go through? And that's kind of

8:37

one of the key things that

8:39

we're looking to use Lexi for

8:41

at Lens. Like this is a

8:43

history of good data. If you

8:45

see something that looks like it

8:47

might be moving into bad data,

8:49

let us know. Exactly. And in

8:51

addition to other things as well,

8:54

like we want to be able

8:56

to use optical character recognition, so

8:58

we're actively looking to be able

9:00

to build OCR and when you're

9:02

anyone that's listening here that's bought

9:04

a house or that's considering buying

9:06

a house, get ready to send

9:08

an avalanche of documents. You won't

9:11

want to know about the 20

9:13

cents that you have at the

9:15

bottom of your couch and where

9:17

has that been for the past

9:19

five years? Yes. So like there

9:21

is a lot of documents to

9:23

go through a lot of processes

9:25

to go through. So really being

9:28

able to evaluate all of that

9:30

and trying to make sure that

9:32

hey here everything's in the norm

9:34

here right everything looks fine or

9:36

hey here's something that doesn't add

9:38

up something anything that could raise

9:40

you know the attention of whether

9:42

it's the processor the underwriter just

9:45

to make sure that we increase

9:47

the you know, continue to increase

9:49

the quality of our processes without

9:51

affecting, right, our efficiency or our

9:53

pull-through ratios. Yeah. Two thoughts come

9:55

to One is, first of all,

9:57

I'm glad to hear the concept

9:59

of getting mortgage getting into the

10:01

digital age because when we bought

10:04

our condo here in Chicago, my

10:06

friends who had just gone through

10:08

this themselves were like, well, you

10:10

need to do one thing. Bring

10:12

two pens and a sandwich. You're

10:14

here to be in a room

10:16

for a really long time. It's

10:18

going to be a pain if

10:21

that Ben runs out of ink.

10:23

But also back to how you're talking about

10:25

training your own LLLM, I think that's an

10:27

interesting trend because in we've had these conversations

10:29

internally at sales force about like, you know,

10:31

do we build our own models? What bottles

10:33

do we use? Do we use, you know,

10:35

the open models? And the answer I think

10:37

has been a hodgepodge of these things,

10:39

but the nice, the interesting thing

10:41

is you need an AI that

10:43

knows about mortgage and mortgage processing

10:45

and what a good document looks

10:47

like. You don't need one that

10:49

knows how to cook a co-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-

10:51

Now for everyone that's listening to

10:54

this podcast, please imagine the

10:56

forward-looking statement slide. Strolling through

10:58

as Josh is going through

11:01

these items. Right, right. Although

11:03

I suppose back to the

11:05

sandwich joke might be handy

11:07

if it can cook a rotus or a chicken

11:09

for you too. Oh, how often do you

11:12

think you personally use AI for

11:14

work? There's definitely a frequent

11:16

use of ChadJPT. within our

11:19

organization, within a couple of

11:21

users. It's actually something that

11:23

we just started talking about,

11:26

putting in accepted AI, use

11:28

guidelines for all employees, because

11:30

it is something we have

11:33

to be very mindful of.

11:35

Yep. I think as an individual like

11:37

Chad LGBT level we have the

11:39

ever the ever occasional like simplify

11:41

this or like change this Jason

11:44

into tables for me because I

11:46

don't have the patience to do

11:48

it otherwise. There are like use

11:50

cases like that. Now with regards

11:52

to like Lexi and the built

11:54

models that we have several times

11:56

a day so typically we're

11:59

introducing Lexi. internally right

12:01

now as a culture building tool as

12:03

well. So instead of Lexi, you know,

12:05

people being worried about this Lexi tool

12:07

or what it can do, where we

12:10

started a kudos channel, so basically Lexi

12:12

is giving out kudos to the teams

12:14

who managed to get loans in the

12:16

fastest or people who logged the most

12:19

calls, you know, by the halfway through

12:21

the day. So there's a lot of

12:23

that. which helps us also understand right

12:26

kind of getting our feet wet kind

12:28

of how does this work like what

12:30

what can we get away with

12:32

what can we rely on and

12:34

kind of really set that step-by-step

12:36

foundation of where we really want

12:38

to take this yeah I think

12:40

as a small organization and having

12:42

seen this in the past myself

12:44

things can get very expensive very

12:46

fast If you're loose with perhaps

12:49

just grabbing vendors, you know, right

12:51

off the shelf saying, hey, I

12:53

can promise you all these things

12:55

and just give us all your

12:57

money, and the next thing you

12:59

know, this is something that we,

13:01

as a customer, didn't fully

13:03

understand what we needed. Maybe

13:06

the vendor was maybe just

13:08

too aggressive into getting the

13:10

business because let's be realistic. You

13:12

know, like, it's everything so new

13:14

that. trying to be one of

13:16

the early adopters without breaking the

13:18

bank is definitely something that we're

13:20

you know we're cognizant of and

13:22

we're just trying to make sure

13:24

that we're we're taking the right

13:26

steps you know checking everything off

13:28

and then saying all right now

13:30

we're now we're comfortable with making

13:33

the next move the next level

13:35

up and and ultimately integrate that

13:37

altogether. Yeah, I don't think of at least three-fourths

13:39

of any time I talk about AI to

13:41

audiences one of the things I include is

13:43

if you do not have an acceptable use

13:45

policy like now is the time like it's

13:47

back when you know social media somebody took

13:49

us all by surprise and realized he could

13:52

do as much good as harm and your

13:54

company was like these are the things you

13:56

probably should not do on Twitter like is

13:58

the you don't you know it's It's out

14:00

of the gate. That's the time

14:02

to start thinking about what do

14:04

you think people should or should

14:06

not do with it. It's funny

14:09

you say the 10-year AI thing

14:11

and this is as I often

14:13

do and I get in front

14:15

of a mic date myself in

14:17

my early days flash was still

14:19

a primary motivator for application building

14:21

shall we say and I couldn't

14:23

get into flash because I was

14:25

a JavaScript nerd and I learned

14:27

Pearl like I was a kind

14:29

of a programmer by default and

14:32

Flash just didn't make any sense

14:34

to me, but it was always

14:36

a red flag when somebody would

14:38

ask for five years of flash

14:40

experience when Flash had only been

14:42

invented three years ago. Yeah. I

14:44

just didn't submit that. It's a

14:46

pain that we all have to

14:48

go through. It's just hysterical like,

14:50

you know, it's, I see it

14:52

was in some of the slack.

14:55

channels or like some folks on

14:57

LinkedIn feeds calling out some of

14:59

these posts and it's it's ridiculous

15:01

they're out there like people are

15:03

just like no no no we

15:05

want the most experienced person in

15:07

the world to give us 15

15:09

years of experience in something that

15:11

came out like a year ago

15:13

right unless you've been at Stanford

15:15

working on this very quietly without

15:18

telling anybody but not been doing

15:20

this for 15 years. All right

15:22

well let's let's change gears a

15:24

little bit because we first man

15:26

I did an airy talk for

15:28

you all at Mile High Dreaming.

15:30

When did you first start getting

15:32

a high and involved a mild

15:34

hydrant in itself? So it was

15:36

last year, 2023. I had been

15:38

running Flow Fest for two years

15:41

by that point. Okay. And I

15:43

guess we'll go into the insides

15:45

of Flow Fest for anyone that's

15:47

not familiar. But everything that we've

15:49

done with Flow Fest was an

15:51

online event thus far. And we

15:53

had a couple of regional like

15:55

conferences, organizers, such as, you know,

15:57

Mile High Dreamy and a couple

15:59

of other dreaming events, and they

16:01

were always reaching out and they

16:04

were like, we really like what

16:06

you're doing. I mean, can we

16:08

do this in a conference setting?

16:10

Yeah. And Mahydriman was the one

16:12

that worked, like the timing, the

16:14

dates, the, you know, everything that

16:16

we needed. So we decided to

16:18

give it a shot. last year

16:20

in 2023 and we learned a

16:22

lot of taking an online format

16:24

and you know into an in-person

16:27

format. And this year when you

16:29

and I got a chance to

16:31

meet it was our second run

16:33

at it which we managed to

16:35

improve a lot. I think we

16:37

had a great time last year.

16:39

We had an even better time

16:41

this year. So yeah, it was

16:43

exciting to participate in it. Before

16:45

we get to the mechanics of

16:47

it, what's what's kind of the

16:50

origin of it? What was the

16:52

inspiration for doing that? So it

16:54

was really interesting. I had the

16:56

opportunity to participate in, I think

16:58

this is peak pandemic and someone

17:00

organized the zoom and said, hey,

17:02

I have a couple of flow

17:04

challenges and and I want to,

17:06

you know, see who can finish

17:08

them first and like, you know,

17:10

like I think there was like,

17:13

I don't know some. basic raffle

17:15

prize or something like that. And

17:17

I love the idea and I

17:19

had a conversation with them. I

17:21

was like, look, I think we

17:23

can do this, you know, much

17:25

bigger and more importantly, in a

17:27

fun educational way. I know we're

17:29

talking about AI. I know that

17:31

that's the hot topic right now.

17:33

You know, I still think that

17:36

there's so many foundational things in

17:38

order to make AI work, right,

17:40

whether it's data modeling or data

17:42

cleanliness and all of these things.

17:44

I think, especially for the declarative

17:46

side of folks, I think knowing

17:48

how to use automations properly is

17:50

a crucial thing. Everyone has a

17:52

flow course, right? Everyone, there's just

17:54

so much content out there. And

17:56

we wanted to do something that's

17:59

educational, that it's also entertaining at

18:01

the same time. And I remember

18:03

I had pitched this to Ben

18:05

McCarthy over at Salesforce, Ben, and

18:07

he's like, hey, I'm on. on

18:09

board, I, you know, what do

18:11

you think, you know, how many

18:13

people do you think you're going

18:15

to get on this? I was

18:17

like, look, maybe we get 10,

18:19

maybe we get 100 people, like,

18:22

he even sent me this, the

18:24

screenshot of the WhatsApp message after

18:26

we held the first one, because

18:28

the first time around, I think

18:30

we got 2,000 people that registered.

18:32

Nice. And quickly once we opened

18:34

the registration, we realized that we

18:36

kind of had to up our

18:38

game. So we put our heads

18:40

together and we managed to put

18:42

the events online and Effectively, it's

18:45

a series of challenges that folks

18:47

have to go through And the

18:49

final challenge the folks that passed

18:51

the the first qualify around they

18:53

go into the final challenge So

18:55

we'll have something like four to

18:57

six competitors on the final challenge

18:59

and then they have to screen

19:01

share. So if you think e-sports

19:03

like we're there just watching and

19:05

commentating as we see people be

19:08

given a challenge on the flow

19:10

and they're building it out and

19:12

you're seeing how folks interpret challenges

19:14

differently or or solution design things

19:16

differently and it's great because we

19:18

get a chance to point out

19:20

the different ways of approaching a

19:22

challenge and sometimes the pros and

19:24

cons of it. Equally, one of

19:26

the key things that we love

19:28

about flowfasts that we don't see

19:31

anywhere else. And, you know, we

19:33

were talking and trying to tell

19:35

the trailhead folks to see if

19:37

they could incorporate something like this

19:39

is, you know, trailhead gives you

19:41

directions on how to build flows,

19:43

but. as an admin, one of

19:45

the most crucial things is fixing

19:47

broken flows. So, you know, in

19:49

flowfasts you will have challenges where

19:51

the flows are broken at the

19:54

beginning and the challenge is to

19:56

fix whatever's wrong and debug it

19:58

successfully. Got it. So, yeah, ultimately

20:00

it's just a really entertaining way

20:02

to learn some more about flows

20:04

and we try to do every

20:06

flowfasts or challenge around recent feature

20:08

releases. so forth. So let's let's

20:10

first of all I want to

20:12

go back to what you said

20:14

about AI is important but it's

20:17

an important part of the of

20:19

the platform it's not I know

20:21

it's the big marketing push right

20:23

now. I go back to the

20:25

Legos thing, right? Like AI is

20:27

another Lego. It's another Lego set

20:29

that's very powerful one, but it's

20:31

gonna be way more powerful if

20:33

you leverage your flow skills, if

20:35

you leverage your data security skills,

20:37

if you leverage your data security

20:40

skills, if you leverage your data

20:42

management skills. So 100% agreement there.

20:44

Let's a little bit more into

20:46

the challenge. So you have teams.

20:48

They get an org and then

20:50

like how are they, how are

20:52

you presenting the challenges to them.

20:54

And you said some are debugging

20:56

challenges, but what are some of

20:58

the other challenges that they go

21:00

through? Yeah. So the online and

21:03

the in-person format have their own

21:05

deviations, but ultimately what competitors will

21:07

be given is that there will

21:09

be a list of challenges. And

21:11

will the team that's organizing the

21:13

event myself and several other flow

21:15

experts, everyone that has been a

21:17

flow fest champion has come back

21:19

to help. building the future challenges,

21:21

which is cool. So ultimately you'll

21:23

have a series of challenges and

21:26

we'll try to list it almost

21:28

as if it's a certification exam

21:30

question, all very scenario base. Like

21:32

Universal Containers is looking to accomplish

21:34

XYZ. So effectively there will be

21:36

these four challenges. You'll have your

21:38

own Devorgs, so we provide all

21:40

of these instructions. We have a

21:42

managed package that you'll install, which

21:44

basically will nuke all of the

21:46

Devorg's data and install a fresh

21:49

data set, so that way we

21:51

know everybody's using the same data.

21:53

So please don't install this managed

21:55

package in your production environment. And

21:57

I don't think I've put enough

21:59

disclaimers now. Just in case, so

22:01

you'll set up your managed package,

22:03

you'll have the data normalized. so

22:05

all competitors have the same data.

22:07

And then they'll have a series

22:09

of challenges. Now, the challenges, we

22:12

provide an unmanaged package that has,

22:14

we try to simplify as much

22:16

as we can. So every challenge

22:18

will have a flow already built

22:20

for it. So effectively, all they

22:22

need to do is just build

22:24

on top of that. We tell

22:26

them you don't need to go

22:28

anywhere outside of the flow canvas

22:30

for any portion of the competition.

22:32

And the final element in every

22:34

challenge is a subflow that pushes

22:37

your work to our host org.

22:39

So we actually do receive all

22:41

of your work. We'll receive a

22:43

couple of submission variables, which helps

22:45

us check to see if at

22:47

an early pace if we see

22:49

all the right numbers to see

22:51

if everything is done correctly. Yeah.

22:53

And then we also get the

22:55

XML so we can look at

22:57

things like have you used loops,

23:00

have you used, is there any

23:02

DML inside a loop? We could

23:04

really kind of pin down what

23:06

you have there. And then when

23:08

you do the final challenge, we'll

23:10

have a judges review of the

23:12

work. So have actually someone looking

23:14

in like we'll usually tell them

23:16

like, hey, there are a couple

23:18

of things that are off limits.

23:20

you know, for example, like, you

23:23

can't have, like, unofficial SF components

23:25

in there, like, if we start

23:27

seeing Apex actions, that's not, you

23:29

know, you're not giving everyone a

23:31

fair shot, right? Because you thought

23:33

of installing Apex actions in their

23:35

invocable actions that you could try

23:37

to, you know, use to skip

23:39

some steps, that's not fair game.

23:41

So, you know, I know, ultimately,

23:43

short of not, there not being

23:46

anything like... brazenly bad practice like,

23:48

you know, like DML's inside a

23:50

loop. Then, then typically we'll, you

23:52

know, if everything's correct and they

23:54

got the numbers correctly, then then

23:56

we'll name the winner. Nice, nice.

23:58

Now, having seen you in person,

24:00

I got a compliment. You're a

24:02

really good pitchman. during this like

24:04

you're really keeping the audience engaged

24:06

you're keeping the audience very excited

24:09

you're pitching the teams next to

24:11

each other I'm curious how how

24:13

did that work in the online

24:15

version like were you just sort

24:17

of a talking head that was

24:19

kind of like doing an MC

24:21

for the whole thing you barely

24:24

got to see me on Ben McCarthy

24:26

so he was the MC and

24:28

for most of those and I

24:30

was mostly in the background running

24:32

logistics got it and making sure

24:34

that everyone was was up and

24:36

running we would have our panel

24:38

of judges we'd be coordinating internally

24:40

so there would be a zoom

24:42

meeting that all the competitors would

24:44

be in so everyone's running the

24:46

first part of the competition there

24:48

we do our housekeeping rules we

24:50

share the challenges if anyone has

24:53

any questions we try to address

24:55

it there and then in the parallel

24:57

track there will be We use Streamyard,

24:59

so be the live stream, and then

25:02

that is like a group of 12

25:04

folks. And then for the qualifier rounds,

25:06

which are those challenges where we don't

25:08

know who's going to go in the

25:11

final round yet, then Ben McCarthy would

25:13

have guest speakers, like Jen Lee was

25:15

there at the last one. We had

25:18

several like Flonatics will be doing presentations

25:20

on, hey, here's the latest flow releases

25:22

or any specific presentation that we want

25:25

to bring in. And then usually there's

25:27

the turnaround point where we'll

25:29

bring the finalists for that final challenge

25:31

in because then they'll jump in on

25:34

stream yard so they can screen share.

25:36

Yeah. And then at that point, because

25:38

now we're only managing for folks, I'll

25:41

jump in and I'll be commentating on

25:43

what they're doing. So I'll usually be

25:45

operating stream yard and kind of switching

25:48

between screens and be like, oh look

25:50

here, something's interesting. Here's a different approach.

25:52

Here's a different approach. to kind of

25:54

pick apart what we're seeing and if

25:57

we see something that's interesting especially

25:59

if something that we haven't thought

26:01

of, the nice thing about the

26:03

online competition is that you really

26:06

get hundreds of competitors. So, you

26:08

know, sometimes you see things that

26:10

you haven't thought of, which is

26:12

exciting to be able to share

26:14

with the crowd, you know, that's

26:16

watching. Yeah. Do you have like

26:18

some favorite moments or some things

26:20

that you've seen from the challenges?

26:22

this live final challenge, which I

26:24

think was flow fest v4. You

26:26

couldn't have you couldn't have like

26:28

planned this out. So we roughly

26:30

came up with the rules that

26:32

if you submit, you know, that

26:34

you've completed the challenge, we're going

26:36

to do a judge's review on

26:38

screen. We'll ask you to kind

26:40

of go through to show us

26:42

different parts of the flow. And

26:44

if you get it wrong, then

26:46

you go to the back of

26:49

the line and anybody that says

26:51

they've completed the challenges. then we

26:53

would go and review theirs. So

26:55

we don't want to motivate people

26:57

to just kind of immediately submit

26:59

and then kind of like building

27:01

is. Yeah. Yeah. Yeah. So this

27:03

guy had submitted and he got

27:05

it he got it wrong. There

27:07

like there was something hysterical like

27:09

when he ran the debug it

27:11

was a screen flow and it

27:13

said something like you have 30

27:15

opportunities in your organ like 70

27:17

closed one opportunities. I'm like that

27:19

math doesn't work out. There's not

27:21

the right in the diagram there.

27:23

There's something there's off here. So

27:25

and it was funny because it

27:27

suddenly became tense and everyone just

27:29

kind of like all of the

27:31

judgment. just kind of lit up

27:34

because like we're reviewing the next

27:36

guy and it's like suddenly like

27:38

the heat is on the pressures

27:40

on and everyone's just kind of

27:42

like all right what's going on

27:44

or yeah another one's ready for

27:46

submission if this guy doesn't make

27:48

it was just it was literally

27:50

kind of like end of World

27:52

Cup everyone's just kind of like

27:54

it's the end of the second

27:56

half and everyone's just counting the

27:58

seconds and they're just kind of

28:00

like who's gonna win and it

28:02

turns out fix what he needed.

28:04

So taking the the focus champion

28:06

title, it was just something how

28:08

it all worked out. It was

28:10

just it was just tons of

28:12

fun and excitement and and your

28:14

adrenaline, you know, like I've. I've

28:17

organized six of these online and

28:19

the two mile high dreaming ones

28:21

and and your adrenaline is running

28:23

at a million. Like a solid

28:25

72 hours just to like kind

28:27

of bring yourself down to like

28:29

a normal human level. So with

28:31

everything going on it's it was

28:33

just so exciting. It was like

28:35

it was a really great experience

28:37

to be able to be a

28:39

part of that. That's awesome. Is

28:41

there any place people can see

28:43

previous versions? Yes, so I sales

28:45

for spin has listed most of

28:47

the flow fest videos live streams

28:49

so you can check most of

28:51

them out there We're trying to

28:53

we tried on my high dreaming

28:55

last year and you can find

28:57

it somewhere on LinkedIn. I don't

28:59

recommend you do or have a

29:02

lot of patience because one of

29:04

the things we learned was that

29:06

you can't do 10 million things

29:08

at once. So I literally just

29:10

had like two webcams connected and

29:12

like one facing different parts of

29:14

the of the stage and the

29:16

sound quality was atrocious. We only

29:18

found that out later. It was

29:20

just we're like, we're like, we're

29:22

like, we're like, we're like, If

29:24

someone's going to do video or

29:26

we're going to try to live

29:28

stream this, we need a separate

29:30

team. But this year, the Maha

29:32

Dreaming folks did have a video

29:34

production company, so I know there's

29:36

video being edited. I don't know

29:38

what the final video is going

29:40

to look like, but I know

29:42

it's in the works. So check

29:45

out the Maha Dreaming YouTube channel.

29:47

Maybe by the time this airs,

29:49

then it'll already be out there.

29:51

dreaming? Are you going to keep

29:53

going there? Are you going to

29:55

do more online things? Or might

29:57

we see you at a TDX

29:59

or a dream force in the

30:01

future? That's really more of a

30:03

B question, right? You're like, I

30:05

don't know, Josh. Look, I think

30:07

it's incredibly exciting. The online ones

30:09

is an incredible amount of work.

30:11

Yeah. And I would not be

30:13

able to put any of this

30:15

together if it wasn't for the

30:17

awesome. Flownatics or previous Flow Fest

30:19

champions, folks that helped put this

30:21

together, build the managed package, all

30:23

of these things. It's quite a

30:25

lot. And the Mile High Dreaming

30:28

folks are also super helpful in

30:30

helping organize that. So Mile High

30:32

Dreaming, like I think it's an

30:34

awesome home, so to say. And

30:36

the timing works out well. I

30:38

know a couple of other dreaming

30:40

events like I mentioned earlier, came,

30:42

like one in specific both times.

30:44

Like there was just schedule conflict.

30:46

It was just like, it's just

30:48

a really bad time the year

30:50

because I'm usually traveling. And we

30:52

just couldn't make it on that

30:54

alone. But we've had interest. If

30:56

anyone's interested, I'm happy to try

30:58

to see what we can do.

31:00

TDX would be definitely the goal.

31:02

Nice. Because I think there's a

31:04

ton of potential. Everyone that goes

31:06

seems to have some really good

31:08

feedback. Not only, you know, like

31:10

sometimes people are like, yeah, this

31:13

is awesome. And sometimes people come

31:15

like I've never had someone like,

31:17

well, this sucks. Like what we've

31:19

had and I think was really

31:21

interested is that people are passionate

31:23

about this stuff. So so they'll

31:25

come and be like, oh, you

31:27

know, it'll be a really good

31:29

idea or like here's something that

31:31

I didn't see over I was

31:33

hoping to see. And we look

31:35

at that in a lot of

31:37

the the comments. kind of comes

31:39

around on things that are like

31:41

video production, right? Like you need

31:43

a video production team, an AV

31:45

team, running this, if you're gonna

31:47

be sharing screens, if you're gonna

31:49

be commentating all of these things.

31:51

So it's something whether, I think

31:53

we're getting enough traction with my

31:56

high dreaming that maybe for the

31:58

next. here, we can do like

32:00

a sponsorship package for for mile

32:02

hide dreaming and if a sponsor

32:04

that picks up that tab, then

32:06

we can invest in all of

32:08

these big things. But naturally, Salesforce

32:10

has Salesforce Plus. They have amazing

32:12

venues for Ademons and developers like

32:14

TDX. If it's something that if

32:16

there's somebody that can pull this

32:18

off at its fullest and show

32:20

the full potential of what flow

32:22

fest can be. I have no

32:24

doubt that a venue like TD

32:26

would TDX would be it. Awesome.

32:28

Eric, I've got one final question

32:30

for you. What is your favorite

32:32

non-technical hobby? My favorite non-technical hobby

32:34

is absolutely flying. I am a

32:36

private pilot. Wow. So I've made

32:38

the poor financial decision to get

32:41

in my private license. And with

32:43

my pilot's license since 2017, I've

32:45

been flying around Southeast United States.

32:47

Nice. Bahamas, all those things. I

32:49

just need a poor excuse to

32:51

fly and I'm around my way

32:53

to the airport. And away you

32:55

go. Nice. My dad's a pilot.

32:57

He was a co-owner in an

32:59

aerobatic biplane. And I can tell

33:01

you for a fact, I do

33:03

not know. I do not have

33:05

any fear of roller coasters anymore.

33:07

After he did, I think it's

33:09

called the reverse emelman. You know

33:11

what I'm talking about? Are you

33:13

going straight up? I don't plan

33:15

for all the engines. Nothing like

33:17

the silence of enough of air

33:19

around you while you're here. So

33:21

I tell you the materials, tell

33:24

you the materials. Eric, thank you

33:26

so much for the great conversation

33:28

and information. That was a lot

33:30

of fun. Yeah, it was always

33:32

fun having a chat with you,

33:34

Josh, whether it's in person or

33:36

over the podcast here. Thanks for

33:38

having me. Hope everyone enjoys it.

33:40

And that's our show. Now if

33:42

you want to learn more about

33:44

this podcast and the life of

33:46

a Salesforce admin in general head

33:48

on over to admin. salesforce.com And

33:50

of of course

33:52

you can subscribe

33:54

to this podcast this

33:56

the using the of

33:58

your choice of your

34:00

choice. I to thank

34:02

you for listening

34:04

for we will

34:06

talk to you

34:09

later talk to you later. You

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