June 4, 2024

Josh is an accomplished Salesforce architect and developer. He has extensive experience in complex data integrations using custom code and APIs with ERP systems such as Sage Intacct. He is especially skilled in crafting, integrating, and architecting robust systems and streamlined processes that bolster business efficiency and productivity. Josh’s main goal is to help organizations save time and improve quality of life with his profound understanding of the business processes of community foundations.

Outside of his role in Emerging Software Solutions, Josh enjoys watching soccer and spending time with his family. If you’re also a fan of podcasts, Josh recommends Armchair Expert and Smartless!

Practice Emphasis

  • Provide Salesforce implementation, administration, training, and advisory support services to buildout and maintain Salesforce instances and Experience Cloud portals.
  • Delivery of system optimization evaluations and implementations.
  • Design and execution of data integration strategies.
  • Management of data migration processes, encompassing extraction, transformation, and loading activities.
  • Collect business requirements and development of tailored coding solutions to boost efficiency and productivity.
  • Evaluate and recommend emerging software solutions.
  • Sage Intacct customizations using Smart Rules, Smart Events, Triggers, and Platform Services.
  • Continuous support for advanced Sage Intacct deployments, data integrations, and Salesforce system management.

Proven Results

  • Led a $1.4B community foundation in rebuilding their funds, gifts, grants, scholarships, and donor portal in Salesforce + Sage Intacct.
  • Migrated a manufacturing company’s e-commerce site from a basic format to one with efficiency integrations, including inventory management and accounting systems.
  • Created a tourism website that integrated data from the organization’s CRM system for updated information. It allowed community stakeholders’ self- service portal to update contact information and post news and events.


  • University of Nevada, Reno, Bachelor’s Degree in Advertising

Salesforce Certifications

  • Application Architect
  • Data Architect
  • Sharing and Visibility Architect
  • Platform Developer I
  • JavaScript Developer I
  • Platform App Builder
  • Administrator
  • Service Cloud Consultant
  • CPQ Specialist