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Brent Downey
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The CRM Success Show Podcast – Agentforce and the Human Touch
I recently sat down to record an episode for The CRM Success Show. We talk about my Salesforce career, working as a consultant with ShellBlack, and my transition to Pushpay.…
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Relationships in Financial Services Cloud: Clients and Households
Relationships. One would think that building a great relationship structure in Salesforce’s Financial Services Cloud would be less complex than maintaining relationships in person, but often it is not. Relationships…
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Lightning Sync vs Einstein Activity Capture: The Battle is Over (and EAC Won)
Editor’s note: I originally published this post in August 2019. It’s been rewritten top to bottom for November 2026, because almost everything in the original has changed. The 44 comments…
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Getting Ready for Auto Enablement of Lightning Experience in Winter ’20
The time has come! For all those that were curious as to the shelf life of Salesforce Classic, it appears we are nearing the end. Classic has been dying and…
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Salesforce Features To Skyrocket User Productivity and Adoption
Salesforce has done a great job of implementing new features over the last few years to help drive user productivity and adoption. Some of those features were cloud specific functionality…
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The Complexities of Lightning Experience and How to Keep From Losing Your Mind
Lightning Experience offers Admins a whole new set of tools to customize your Salesforce org. But, if you aren’t careful, you’ll quickly configure yourself into a complex, webbed mess which…
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5 Tools to Check Your Salesforce Email Sender Reputation
This is a guest post from Siva Devaki of MassMailer. Could your email sender reputation be keeping your emails from reaching their destination? If your email sender reputation is bad,…
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You Are Going To Fail
Here’s a word of encouragement: You are going to fail. Well, that wasn’t the encouraging part, but hopefully what I’m about to say will be. In life and our careers,…
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Understanding the CAN-SPAM ACT and Salesforce
This is a sponsored post from MassMailer – an Admin Hero sponsor. As an email marketer, there are a number of regulations you need to follow — one of the…
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What I’ve Learned as a Salesforce Consultant
Transitioning from a System Administrator to a Consultant provided a bit of a learning curve, but I’ve learned so much over the last few years. With so many folks looking…
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