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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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RevOps Leaders Panel
Ateko’s SVP(Formerly Cloudkettle founder and CEO), Greg Poirier, was recently joined by Sales and Marketing/RevOps experts Ursula Ayrout and Betsy Sewell to chat about their experiences in RevOps and share some thoughts and insights on planning for 2023. These are some of the highlights, and you can find the full video below. 2:24 – What…
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2022 Dreamforce Highlights
Last week, we had 7 (SEVEN!) team members on the ground at Dreamforce in San Francisco. We are sure that there will be some excellent wrap-ups about all the coolest new features and product releases (like this one and this one), but we wanted to share with you the favourite moments from our team that…
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Salesforce Security Pillar 3: Records & Data
Now we’ve made it to the final instalment of our Pillars to Salesforce Security. If you are not caught up, we highly recommend you read through Data Retention and Deletion Policy: Recycle bin Salesforce backups The retention period for sensitive data Drafts and Duplicates Automatic deletion process Salesforce Sandboxes You may be wondering why it’s…
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Salesforce Security Pillar 2: System Access
It’s time for Part 2 of our Pillars of Salesforce Security series. If you’re not caught up, take a quick look back at our More details on App AllowListing can be found over here on this blog.) Remove unused integrations and limit data access Uninstall expired managed packages downloading Salesforce data. This can be achieved…
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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…
