Get in the Flow With Teresa Garcia-Bovenmyer

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This week on the Salesforce Admins Podcast, we’re joined by OG guest Teresa Garcia-Bovenmyer, now a Manager of Trailhead Marketing Infrastructure at Salesforce, to talk about everything Flow. We’re kicking off a 10-day campaign to get in the Flow, supported by a series of posts and videos on admin.salesforce.com to help you quickly learn how to innovate and build really awesome solutions with Flow.

Join us as we talk about how she replaced a third-party with a Flow in Salesforce, how she manages her distributed team, and what learning Flows can do for you as an admin.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Teresa Garcia-Bovenmyer.

A dream come true.

“Right out of college the economy wasn’t great, and a lot of the job offers I’d had were doing support,” Teresa says. “In 2012 I got a call to work for Cognizant doing support for Salesforce, and I jumped at it because I was already interested in the technology,” she says. She immediately fell in love with the platform: “I could see so many possibilities for how to get things to work. If you can dream it you can build it.” She eventually transitioned to admin and development work, which brought her to team Trailhead.

“It really is a dream come true, I wanted to work for Team Trailhead and people like Gillian and Mike,” Teresa says. In her role, she works with a great team of developers to make everything happen for the whole team, including our projects on the Admin Evangelist team.

Moving into a role where she’s in charge of multiple developers was definitely intimidating at first, but “I have a wonderful manager who saw that I could do more than what I was doing at the time and he pushed me to do more.” Since she’s done work as both an admin and a developer, she can guide her team to build solutions that are not just viable but are able to leverage the new technology coming out on the platform all the time.

The Flow behind the #AwesomeAdmin Super Quiz.

Teresa has specific experience with Flow trying to solve a problem that came up building something for Dreamforce. They first tried a third-party solution, but eventually realized they had all the tools they needed right there. Quizz is an internal custom object they’ve built to, well, run quizzes, using Flow to take the user through a bunch of questions and give them a result. For Dreamforce, they made the #AwesomeAdmin Superpower Finder Quiz in the Admin Meadow.

One of the coolest things about using Flows on this component is that they could see the answers people were giving in real time, and simultaneously automate emails to them using Marketing Cloud. Because the tool doesn’t require coding, it was easy to build something quickly from the objects they made and adjust it on the fly. Even as the results were coming in they were able to go in while it was running and make some quick fixes, straight from the Admin Meadow.

How Teresa works with a distributed team.

Teresa’s team is actually distributed, with several members based in Uruguay. They all speak Spanish as their first language, Teresa included. They have a basic Scrum daily call to check in. “I’m in the middle between the development team and the stakeholders, trying to make sure that we have the proper structure in place to facilitate the deliverables for a project,” she says.

“We work a lot of hours trying to make sure that our structure is correct,” Teresa says, which means spending time with stakeholders so that she’s able to translate their needs into functional requirements for her team. The important thing is keeping the ability to have frequent, honest conversations with the team in order to stay on track. “Having developers who have varied development skills,” she says, “really helps us find the happy medium when we come to the table.”

Go with the Flow.

“Flow is incredibly versatile,” Teresa, “because it doesn’t require development.” You can bridge the gap between admin work and coding work to take things to the next level. As far as how to learn Flows, Teresa recommends thinking about it like a ladder. The first step is using Workflows and understanding how they function. From there, you want to move on to Process Builder, “because you can immediately make it work just from the knowledge from Workflows.”

Flows take all of it further with its versatility, but it’s not as hard as it sounds. “As an admin, we always have to push ourselves to learn more about the platform that we work on but the more we know the easier building Flows is because you already have the basic understanding of how that data model works within the platform,” she says, “it’s just a matter of imaging what you want to happen and working within that Flow process to make it happen.”

Understanding Flows also helps you better understand how coding and development works if you ever want to make the jump. Even if you don’t, it helps you collaborate with your team better and build better solutions.

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Full Show Transcript

Gillian Bruce: Welcome to the sales force admins podcast, where we talk about product, community and careers to help you become a more awesome Salesforce Admin. I’m Gillian Bruce. And today on the podcast we want you to get on the flow with Teresa Garcia-Bovenmeyer. She is a repeat guest. Some of you longtime listeners may recognize her voice from a couple of years ago. Well, we wanted to get Teresa back on the podcast because now she works at Salesforce with us on team trail head. And she’s built some amazing solutions, she and her team, using Flow. We want to talk about Flow because we are kicking off an amazingly fun and engaging campaign for all of us admins to get in the flow to be innovators using Flow. It’s a 10 day campaign that is kicking off right now. So, if you haven’t already heard the news, go to admin.Salesforce.com. I’ve also got the link in the show notes.

Gillian Bruce: We will have a series of amazing posts and videos to help you quickly learn how you can innovate and build really awesome solutions with Flow. So, I want to get Teresa on the podcast to help spark your interest and hear a little bit about some amazing tool that she helped us build for this past Dream Force called our Awesome Admins Superpower Finder. Now, if you were able to join us at Dream Force here in San Francisco this past September, you may have visited us in the admin meadow and took this great quiz, couple fun questions, to discover which type of admin super power you had. And then you got a cape.

Gillian Bruce: Well, what’s cool about that is Teresa and her team built that entirely on Salesforce. So I wanted to get her on the podcast to talk a little bit more about what they built and how she feels about flow, and just in general to catch up because Teresa has got some great advice for all of us. So without further ado, let’s welcome Teresa to the podcast. Teresa, welcome back to the podcast.

Teresa G.: Hi Jillian. Happy to be back so I get to chat about flows.

Gillian Bruce: Yes, I definitely am excited to start talking to you about flows. But before we do, I wanted to reintroduce you a little bit to the listeners because it’s been a few years since you’ve been on the podcast. So, to kind of get an overview, I’m going to ask you the question I’ve been asking all my guests these days is, Theresa, what did you want to be when you grew up?

Teresa G.: I actually wanted to be an oceanographer, which is so far removed from where I’m at today.

Gillian Bruce: That’s amazing though, oceanography. So what about oceanography got You excited?

Teresa G.: Well, I grew up on the beach in Puerto Rico. So, in general, I love the ocean and marine creatures. I have a big fascination with sharks, still do. And I really just wanted to help with ocean awareness, animal awareness, ecology and sustainability, particularly with sharks because of the shark finning industry. I thought that was a really important topic and it still is. But I quickly realized that I was just way too pasty and that the sun would kill me. So, that was kind of out the window pretty quick.

Gillian Bruce: That’s amazing. I mean, I deeply share your interest in oceanography and marine critters and conservation, but your reason for not … reason for being scared of the sun …

Teresa G.: It’s kind of a weird reason, but I just do not do well in hot, sunny climates. I just … you know, lobsters are really red when you cook ’em? That’s kind of how I feel and how I look after being in the sun for about 20 minutes. So, I just don’t feel like I’m built for the ocean with the kind of sun.

Gillian Bruce: That’s okay. You’re helping from afar. That’s good. It’s all good. So, tell me a little bit about how you go from wanting to be an oceanographer to finding your way into the Salesforce ecosystem.

Teresa G.: Right. So, kind of a long story short, I ended up going to college for anthropology and psych. And because I’m bilingual, right out of college, the economy wasn’t great and a lot of the job offers I had were doing support. And I’d heard about Salesforce probably back in 2010. And in 2012, I got a call to work for Cognizant doing support for Salesforce. And I jumped at it because I was already interested in the technology and I knew that it would be a good … I guess a good decision career wise because I could see lots of possibilities and growth there.

Teresa G.: So, I did it. I took the job, I immediately fell in love with the whole platform. Just the fact that I could see so many possibilities for how to get things to work and, you know, if you can dream it, you can build it kind of mentality. And I love that. So, I did support for a while and then I transitioned to admin slash development work. And I have the happy, happy fortune of being a manager for Trailhead infrastructure now and, you know, Hashtag dream job.

Gillian Bruce: Well, we are extremely lucky to have you because like last time you were on the podcast, you had not yet joined Salesforce officially. So we are … I know that our team specifically has benefited greatly from having your expertise on our team. So, thank you so much for joining and we are very fortunate to have you here.

Teresa G.: It really is kind of a dream come true. I wanted to work for team Trailhead. I wanted to work with people like you and Mike. And I’m, again, very, very fortunate to have that every day. And I have a wonderful team of developers who support me and make sure that you guys are supported, and that we can get your projects out within a reasonable amount of time. So I’m, again, just wonder … surround yourself with great people and I feel like you’ll be successful.

Gillian Bruce: Good message. So, let’s talk a little bit more about what you’re doing now. So you, you know, kind of came into the Salesforce ecosystem kind of doing service, and then doing kind of the admin developer route. Now you are managing a team of amazing Salesforce developers at Salesforce. Tell me a little bit about, kind of from an admin perspective, how did you transition your role to that? Because that’s kind of … That’s quite an amazing career journey.

Teresa G.: It is. And I say that I don’t know that I felt confident enough to be in a managerial position above developers. But I would say that the management team supported me in my personal career growth. So, I have a wonderful manager who saw that I could do more than what I was doing at the time. And he pushed me to do more. And I have just found a really happy balance there, where I’ve done the development work, I’ve done the admin work, and I can help guide my team and ensure that we’re building solutions that are not just viable in terms of gross, but solutions that makes sense with the new technology that’s coming out in Salesforce. So, we’re trying to leverage everything within Salesforce to make better tools and better apps all the time. So again, very fortunate.

Gillian Bruce: I love that. Okay. So, we got a lot of new tools and a lot of new things constantly coming out at Salesforce, as you well know. And you work at Salesforce, so you have to know all of them. Right? That’s the way it works.

Teresa G.: I try to. I really try to. But I don’t know that I know all of them. I’d say that I’m trying to focus more on some of the new tools to help Trailhead infrastructure grow.

Gillian Bruce: I was totally joking because I definitely don’t know all of them either.

Teresa G.: I know. I want a business answer Jillian. That’s my business.

Gillian Bruce: That’s good. That was well positioned there. Nicely done. You’ve got the Salesforce ingrained. So, let’s talk a little bit about some of the specific solutions. Now, I wanted to get you on the podcast to talk about Flow, because you have built … One of the many things that you and your team have built is this really cool Flow solution for a process that we were trying to solve here on the admin teams specifically related to Dream Force. So, I’d love to hear a little bit more from your perspective. You know, what is this thing that you helped us build?

Teresa G.: Absolutely. So, Rebecca came to us. And she was using a third party application to do quizzes. And internally we call it Quizz, double z. I coined that term just because it felt easy and right. But the application itself is helping us internally build a quiz within Salesforce using custom objects. And then utilizing flows, it allows us to go ahead and have the user select specific answers to questions. And then it comes up with the results. So, very simple concept. And what we did is that we went ahead and … I believe it was the admin super powers for DreamForce, we wanted-

Gillian Bruce: Yeah, we had a cool area of the Admin Zone at DreamForce, where … or the Admin Meadow where we were trying to help admins discover the type of admin superhero that they were. And so, yeah, we had this cool quiz that Rebecca had mocked up and then said, “Hey wait, Teresa could probably make this so much better.”

Teresa G.: Yeah. And realistically, the best part of it was at all the data that’s coming directly into DRM, which is our system and our Salesforce organization. And Rebecca could just kind of see real time how people were answering. And with all the integrations that we have within our own systems, we were automating emails to our customers basically real time using marketing cloud. So, all of it was automated, it was simple, and we had a fun time testing it. I love looking at the content, like the images that we used. And all of the project came together right in time for Dreamforce. And we utilized flows to really help that entire process so that we didn’t have to use coding, because it’s, you know, with code, you have to go back and edit it, and there’s just more development time.

Teresa G.: With flows, we just kind of outlined what the behavior should be. It takes the data from the objects that we’ve created, and then, you know, we get the end solution or result that we want. So, all in all, it was done very quickly. And I think we’ve got a really good result out of that project.

Gillian Bruce: Yeah, and I think one of the very cool things about using flows is that I remember at some point, I think Rebecca, we were noticing that like, “Hey, some of these results seem kind of skewed. Oh. It’s actually not that hard to kind of change the way this flow behaves, because it is flow. So, we can go in and adjust that setting or change what is kicking off this next step.”

Teresa G.: Exactly.

Gillian Bruce: So, I remember her pulling it up actually on her laptop, inside the Admin area, and being like, “Oh look, we just need to like do this thing.” And it was so easy to do. I was fascinated.

Teresa G.: It was easy to control too, just because he could go straight to the object and make an edit directly on it, and then go ahead and see it instantaneously appear on the page. Right? So, it gives you a lot of control, which is great because the general flow didn’t have to change. It was just maybe making a text edit here or there. But yeah, I really … I was really proud of that project, just because it was one of those major projects that we did that that went to Dream Force with my line. And it was just … It was a nice … It was nice to see and I was proud of my team obviously for all the hard work they did.

Gillian Bruce: Yeah. So let’s talk a little bit more about how your team works. Because I think a lot of admins either work with developers, or have a team of admins or, you know, have different … maybe they have multiple orgs at their company and so they’re working with people who work on different parts. What are some things that have helped you work successfully with your team in building these types of solutions? Because I know you have worked on a ton of projects at Salesforce, even in just the last few months. And so I’m fascinated. I want to know how do you make the magic work?

Teresa G.: Gosh. So we work a lot of hours just trying to make sure that our structure is correct. So, that means making sure that we work with our stakeholders like you or Mike to get the proper business requirements. And then, I can translate those into functional requirements for the team. We talk a lot in solution a lot. So, those requirements are really important for us to get a full scope of what that project should be. What’s the end goal? So, a lot of good conversations with the team, honest conversations, and having developers who have a varied amount of development skills, so multiple languages, multiple different frameworks that we support internally, and just that breath of knowledge that they all have when we come to the table to solution, that really helps us find the happy medium in terms of how we’re going to leverage tools to produce a product. So, I feel like it’s always team efforts and just honest conversation about stuff.

Gillian Bruce: That’s great. And, I mean, your team is distributed, right? I mean most of your team is remote.

Teresa G.: Yes.

Gillian Bruce: So, how do you handle that? And even different time zones, right?

Teresa G.: Yeah.

Gillian Bruce: So, tell me a little bit more how you navigate that.

Teresa G.: Absolutely. So they are currently in Uruguay, which I was lucky enough to go visit this past, what was it, October? It was beautiful down there. Because we all speak Spanish as our first language. I feel like we’ve … Again, we’ve found a really good way to communicate. And overall, they’re about two hours ahead of me. So I just … you know, I join stand up or daily call about 9:00 AM my time, central time. And we just walk through a basic scrum. We walk through what we did yesterday, what we’re focusing on today. Our priorities might change day to day. So, it’s really important to have that checkpoint, check in point, every morning.

Teresa G.: And then, throughout the day, if anything is necessary, they can just contact me. So, I’m kind of like in the middle between the development team and between the stakeholders, trying to make sure that we have the proper structure in place to facilitate the deliveries for our project.

Gillian Bruce: Got it. Well … See, And this is why you’re in that role because you’ve got the right frame of mind and framework to take that on and manage that. That’s great. So let’s … One thing I’d like to kind of expand upon a little bit, Theresa, is flow for admins. So, we talked about how you and your team built this awesome solution for Dream Force. That’s this cool quiz idea. Can you talk maybe a little bit more of a high level of, you know, what are some reasons that admins should think about using flow? What are some things that would be reasons for them to say, “All right, let me check this out. I’m good with process builder, I’ve done that.” But why would they want to maybe expand to learn a little bit more about Flow?

Teresa G.: Well, I think Flow is incredibly versatile. I personally like to use it a lot when I’m trying to solution a small project for our internal system that doesn’t require development. So, it really is that gap between Admin work that’s just straight on the system versus coding work. It really bridges the gap between those, because an Admin, as soon as they learn flows, they can really take it to the next level. And it actually does give you a really good understanding of how development works, how you’re going to go ahead and set variables. So, I think it’s an essential tool that every admin should have. But I feel like there is a way to go about it. So, first of all, let’s look at it kind of like in a ladder. So, the first step would probably be using workflows and understanding how workflows function.

Teresa G.: Then, you would move on to process builder, because workflows give you knowledge that you can put … you know, you can immediately make process builder work just with the knowledge from workflows. They are similar in some ways. You have a filter, and then an action happens based on that filter. Now flows takes that a lot further. It’s such a versatile tool. I have done such complex processes using flows, but it doesn’t take a genius to do it.

Teresa G.: And that’s what’s important. As an Admin, we always have to push ourselves to learn more about the platform that we work on. But the more we know, the easier building flows are, because you already have the basic understanding of how that data model works within the platform. So then, it’s just a matter of imagining what you want to happen and working within that flow process to make it happen.

Teresa G.: So, I kind of feel like there’s a little ladder there to get from point A to point B. But it’s an incredible tool. And again, it could be a great place to get started in understanding how development works. And if you ever wanted to jump to code, flows, I feel like, give you a good base knowledge of what you’d need to do within coding to make things happen, just in perception, like how it functions. So, it’s just an incredibly versatile tool. I just want to put it that way. I love using it internally. And I think you can get quick results literally at the click of a button. So I love that.

Gillian Bruce: That’s a great description, a great reason to check out Flow. I love how you point out that it’s a good bridge between maybe some traditional admin work and going into kind of the developer land. But at the same time, it’s … just by using point and click and using Flow, you can do some pretty complex solutioning. So, I think it’s a great reason for people to check it out. I personally have only started really getting back into it since the redesign of the cloud flow designer essentially. It looks so much easier to use now.

Gillian Bruce: I’m like, “Oh, I can move the elements on the page because it looks like a lot of the other tools that we use, like app builder and all of those things.” So, it’s a great opportunity for admins to kind of get back into it or re-approach it if they tried before and it looked too intimidating.

Teresa G.: Yeah, I think, in general, what’s fantastic about Flows is, as admin, you’re always gonna have something that comes across your desk where with traditional tools like process filter you just couldn’t do. And Flow lets you do loops. And it lets you go in and just update multiple objects. You can do inserts, you can do deletes. It’s really powerful. It truly is. And it’s worth it to spend the time learning how to use the tool. There are some amazing resources online from our community members. And you can use those, you can watch videos, there’s so much out there to help you get started. I think it’s well worth it. And once you get literally in the flow, it makes everything so much easier because you can solution things and you don’t have to depend on a developer to do it for you.

Gillian Bruce: I love that. Get in the flow. We should all do that, get into flow.

Teresa G.: I love that Flow.

Gillian Bruce: That’s great. So Theresa, before I get to the lighting round, I wanted to ask you, do you have any other kind of tips and advice that you would love to share to help people be more of an awesome admin?

Teresa G.: Well, I think the main thing is just, if you’re passionate about something, just take the time, like take some time every week to really focus on your personal development. Being an admin is a really kind of complex job. There’s so many things that you may be doing. But take time to focus on things that are meaningful to you. That could be Flows, it could be going on Trailhead and learning a new product that we have out there. But try to find the joy in the work that you do every day because that’s what I try to do.

Teresa G.: Now, you’re always going to have a hard day, but try to find the joy in your work and try to always keep learning. There is a lot of opportunity out there within the Salesforce platform to grow. And you don’t know where your career is going to take you. So definitely, let your passions kind of guide that. That’s my best advice.

Gillian Bruce: I love that. Find joy in what you’re doing and let your passions guide you. Always be learning. So many great nuggets in there. Thank you for sharing.

Teresa G.: Absolutely.

Gillian Bruce: Okay. So, now we are ready for the lightening round, the new and improved lightning round.

Teresa G.: All right. Let’s do this.

Gillian Bruce: All right, so we’ve got three questions. The first question is a this or that question.

Teresa G.: Mm-hmm (affirmative).

Gillian Bruce: Okay. So sweet or sour?

Teresa G.: Sweet.

Gillian Bruce: Sweet. Like it. Okay. Next question is a would you rather question. Would you rather be able to talk with all animals or be able to speak all foreign languages?

Teresa G.: That’s so hot. I’m going to go with all foreign languages.

Gillian Bruce: Okay. I like it. All right. Last question. What is your go-to favorite snack?

Teresa G.: My go-to favorite snack right now is banana with peanut butter.

Gillian Bruce: Oh, that’s like a healthy go-to favorite snack. That’s pretty good.

Teresa G.: It’s kind of like it’s balanced. It’s like got a little fruit and you’ve got a little sweet and salty at the same time.

Gillian Bruce: I love it.

Teresa G.: Yeah.

Gillian Bruce: Love it. Well, Teresa, thank you so much for taking the time to join us on the podcast and to talk to us more about Flow and the amazing solution you helped us build for the Superpower Finder quiz, and in general share your advice and expertise to help everyone become a more awesome admin.

Teresa G.: Awesome. Thank you so much Gillian. Loved being on the podcast. Hope to join you again to talk about another awesome solution.

Gillian Bruce: I’m sure that’ll happen before too long. Thanks so much.

Teresa G.: Thanks.

Gillian Bruce: Huge thanks to Teresa for taking the time out of her very busy schedule of building all of the things for Team Trailhead, to chat with me a little bit about Flow and the amazing Superpower Finder quiz tool that she built on the Salesforce using Flow and using marketing cloud. I really liked how she explained kind of the advantages of building that kind of what we had mocked up in a third party solution into Salesforce using Flow, all declarative tools. She was able to bring in really great images to create that visual workflow. That was a quiz that many of you listeners I’m sure have taken. And if you haven’t, you can go on our website right now and take it. I put the link in the show notes. It enabled us to see real time results of what people were finding when they took the quiz. And then, it enabled us to send really awesome follow up emails with great tools and resources to help those who are taking the quiz, empower them further on their awesome admin journey. It was also very easy to control and change it.

Gillian Bruce: As I said, I remember seeing Rebecca, who is our marketing manager act … I remember seeing Rebecca, who is our marketing manager here at Salesforce for the Admin relations team, pull up her laptop in the middle of the Dream Force floor and literally make an edit right then and there to the flow to correct some weird results that we were getting. So, great use case, great way to kind of think about some of the possibilities that you might be able to create new solutions using Flow for things that you didn’t really think about before.

Gillian Bruce: Also, I thought it was really great to hear about how Teresa manages her distributed team. She works with remote team based out of Uruguay and she works remotely from her HQ office in San Francisco. So, she’s talking about how she spends a lot of time to make sure the structure is correct, to make sure that the way they’re gathering business requirements is the right way, because that saves a ton of back and forth and confusion going down the line, and how she works a lot as a team to talk through solutions.

Gillian Bruce: Honest communication is one of the keys that she stressed. And I can absolutely tell you I see that and I see how successful it helps them become. Now, if you’re a new admin looking at Flow or new to Flow, some of the things I thought Teresa highlighted were really great for you to think about. Start with workflows. The basic idea of using a filter to take an action is a good way to start thinking about how Flow would work. Now, when you start stepping into Flow, what’s really exciting is you can do a whole lot more. You can do much more complex processes like loops, updating multiple objects, inserts, deletes. You have a lot of options there, and of course even those visual workflows, those screens that your users can go through. It also gives you a good basis for what you need to know should you want to learn a little bit more about programming and writing code.

Gillian Bruce: Some of the concepts that you learn more about and get more familiar with using Flow will really translate into that coding world, should you choose to dip your foot into that pool a little bit. Now, if you want to really be an awesome admin, Teresa had some great tips for you as well. And I totally think these are some of my favorite tips about how to become an awesome admin. Find joy in the work that you do every day. Let your passions guide you and always keep learning, cannot sum it up more eloquently than that. So, thanks so much to Teresa for joining us. Thank you listener for listening to the podcast. I apologize for my cold sounding voice. I am battling one right now. But I’m hopefully on the tail end of it. So, thank you for suffering through that.

Gillian Bruce: As always, I want to remind you to please subscribe to the podcast and share it with your friends. By subscribing to the podcast, it makes sure you get the latest and greatest episodes delivered directly to your platform or device of choice the moment they are released. As always, you can find more about being an awesome admin at admin.salesforce.com.

Gillian Bruce: You can also take part in this amazing Be an Innovator with Flow campaign that just launched yesterday. So, for the next 10 days, you can go and learn great, amazing things about how you can quickly get up to speed with Flow. There will be posts and videos and there will be special engagements and exciting things. Check out the website, go click the link in the show notes if you want to learn more. As always, if you want to learn more about Flow, we’ve got tons of great stuff on Trailhead for that.

Gillian Bruce: The first thing I would recommend is this great trail called Build Flows with Flow Builder. It has projects. It has modules. It has all kinds of great content in that trail to help you get up to speed. So, make sure you check that out. Thank you so much for listening to this episode. If you want to find us on social, we’re very easy to find. We’re at Salesforce admins, no “i”, myself at Julian k Bruce, and our guest today, Teresa, is at tgarciab, that’s T-G-A-R-C-I-A-B on Twitter. Thanks so much for listening to this episode and we’ll catch you next time in the cloud.

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