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Unlocking the Potential of ServiceNow® Platform Analytics: An Ateko Perspective
With the arrival of the ServiceNow® Xanadu release, businesses have an exciting opportunity to optimize their operations and be AI ready. At Ateko (formerly FXI), we are proud to announce that we have successfully gone through the process to upgrade our ServiceNow environment and are leveraging automations to accelerate the process. Our experience has provided
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OmniStudio Document Generation
Streamlining OmniStudio document generation is a pivotal aspect of ensuring efficient business operations. Salesforce OmniStudio provides a robust solution through its Document Generation feature, offering organizations the capability to effortlessly create personalized, professional documents without using code. In this blog post, we will delve into the concept of Document Generation, illustrate a practical business scenario,
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Driving IT Sustainability for a Better World
The progress of humanity in recent years owes much to digital technologies. IT has enabled global communications, medical advancements, economic and business growth, and so much more. But there’s a flip side: technology has a significant impact on our environment. As an industry, we have a responsibility to change this. That’s why Ateko is taking
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What is Omnistudio?
(And how can I use it?) OmniStudio is a low-code development platform that allows businesses to build custom applications quickly and easily. It helps to simplify the creation of complex, industry-specific experiences on Salesforce. It is an all-in-one platform that offers a range of tools and features to help businesses develop and deploy custom applications
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CRM Analytics Development Lifecycle: Production vs. Sandbox
When CRM Analytics is selected as a Business Intelligence application for data visualization, a common question always arises: Should we develop in Production or in a Sandbox? In this post, we will cover advantages and disadvantages of using Production and Sandbox for any CRM Analytics development projects, and also cover the Admin responsibilities when it
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Creating Effective User Stories for Salesforce
When managing any Salesforce project, one of the keys to success is the creation of properly written User Stories. These will provide your team with the building blocks they need to complete the project successfully. What Is a User Story? A User Story is essentially a task – a piece of work that needs to
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Preparing Data Using CRM Analytics: A Sample Recipe
Einstein Discovery (ED) is an AI-driven analytics platform that allows Users to get deeper insights and predictions out of their data, based on historical data without having to build complicated machine learning/AI models by themselves. Einstein Discovery is known for creating sophisticated models, but the data provided must be good quality (remember: garbage in, garbage
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How to Measure Salesforce Process Performance
In a previous post, we shared the most common challenges Salesforce admins and developers face when it comes to Salesforce org performance and speed. Now, we’ll show you how to benchmark and measure Salesforce org process times for determining where maintenance and improvements are needed. Using the Developer Console to Measure Salesforce Org Process Performance
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How to Manage Technical Debt in Salesforce
Managing technical debt is a challenge almost all enterprises face. As Salesforce orgs age and the companies they service grow in complexity, technical debt accumulates. While a small amount of technical debt is normal, a Salesforce org that contains too much technical debt is brittle, can have performance issues, and is increasingly more expensive to maintain over
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6 Salesforce Security Best Practices
This post is for Salesforce Admins who want to learn more about advanced security best practices. If you haven’t already, we recommend you read Salesforce Security: Admin Checklist before you read this post. In it, we cover basic Salesforce security best practices your organization should be following. Salesforce Security Myths Before we dive into best
