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Principal Consultant
San Francisco, CA

“I started my career in the nonprofit space, where I discovered I had a real knack for tech and an insatiable hunger for learning more about Salesforce, which led me into consulting full time. Since then, I have worked with companies of all sizes, across industries, to implement and maintain services for multiple Salesforce clouds, including but not limited to: Sales Cloud, Service Cloud, Experience Cloud, Pardot, Health Cloud, and of course, Nonprofit Cloud.”
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How did you get started with Salesforce?

I was fresh out of college and working at a nonprofit that was focused on housing security for tribes in Montana. My boss wanted me to implement Salesforce, which at that point I had never heard of, and I went from hanging up drywall in houses to building out data models. This work behind the scenes was equally important and impactful to my organizations, as a centralized data system meant clear communication and consistent follow up with our communities.

What’s your favorite thing about building solutions with Salesforce?

I love a good challenge, and if you’ve ever worked with Salesforce at scale before, you know the challenges are endless. I appreciate that when building in Salesforce, there is an incredibly open and supportive community of administrators and developers to help explore the best approach for building something.

What energizes you at work?

I really can’t get enough of the opportunity to work with seasoned Solution Architects. As I mentioned above, there’s a million ways to do any single thing in Salesforce. Learning a new or refined approach from someone who understands Salesforce at scale inspires me to continue learning, trying new things, and asking for help.

Name a work achievement you’re proud of.

I once lead a project that required bringing a new team into Salesforce, where they were to create Knowledge articles that were submitted into an involved approval process before publication. Once the articles were published, they were conditionally visible in an Experience Cloud Site, indexed in a Coveo search page, and emailed out to every customer who had purchased a product related to the Knowledge article. Needless to say, there were a ton of moving pieces with this project and there was a high degree of complexity. What I’m most proud of is that we performed such thorough QA and UAT that when the implementation went live, the transition was nearly flawless. I think we had one ticket opened from a user during post go-live support, and that was it. Let this also serve as a shameless plug for the importance of UAT!
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Who or what inspires you?
My younger sister. She is so consistent, driven, and disciplined. And she’s the most loyal friend.
What’s one thing you’re learning now? (professional or personal)
I’ve been learning how to code in Apex, which has been really enjoyable. This spring I graduated from the Salesforce affiliated RAD() Women Intro to Coding Part 1 course, and hope to graduate from Part 2 this following Spring. In the meantime, I’m working on getting my PD1 certification.

What three words would your friends use to describe you?

Joyful, Compassionate, Wise


What could we find you doing outside of work? (hobbies and interests)
I always say I have a big appetite for life. I love photography, cooking, singing, learning new instruments, dancing, yoga, hiking, kayaking/canoeing, traveling… but those are just a few things!

What trend do you hope makes a comeback?

Silk head scarves like the 1920s celebrities used to wear with big sunglasses. You can picture it, right? So glamorous.

What’s your go-to karaoke song?

Hey Ya by Outkast. Every time.

Welcome Ellary! It’s great having you as part of the Rosetree Solutions team!