Blog
Explore expert tips, hands-on guides and insightful perspectives designed to help you stay at the forefront of innovation, cloud technologies, and digital transformation.
When it comes to ServiceNow, Salesforce, Google, AWS, and Microsoft, if you’ve got questions – the experts at Ateko have got answers.
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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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Maturity Levels in Business Intelligence
Where do we stand? And how do we improve? The world of Business Intelligence (BI) can be complicated to navigate. With many moving pieces, multiple technologies, and many different people and departments being impacted, it can be challenging to know what steps need to be taken for your organization to level up and reach the…
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BANT: A Dead Easy Method for Qualifying Leads
BANT, purportedly created by IBM, is widely used, generally accepted, and easy-to-understand method for qualifying leads. What does BANT stand for? The acronym BANT stands for Budget, Authority, Need, and Timeline. (MarketSplash has a great analysis of each BANT component here.) Download the Free BANT+C App BANT+C is a free app for Salesforce, from Ateko, 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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What is Salesforce CMS?
Salesforce CMS or Content Management System provides the means to create, manage and deliver content from a central location. What makes it powerful is its capacity to deliver that content to multiple channels. This means CMS content can be used in multiple Experience Cloud sites (communities), in Marketing Cloud, Heroku, in Lightning Experience apps and…
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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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Please do not try to build your own Lead Routing Solution in Salesforce
I beg of you. Don’t do it. One might assume that an organization that provides high end resources to enterprises would want to build big complex things. And in some cases that is true – myself and our team overall enjoy solving very complex problems. But we have also been working in the Salesforce ecosystem…
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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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Applications Now Being Accepted: Intro to Salesforce Marketing Cloud Program
UPDATED APRIL 2022 – APPLICATIONS ARE NOW CLOSED FOR THIS SESSION. THANK YOU FOR YOUR INTEREST. Intro to Marketing Cloud program is a 6-session live online training that will teach you how to use Marketing Cloud, along with the platform capabilities to launch your first email campaign in the platform. Apply Today About the…
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How CRM Analytics Benefits the C-Suite
CRM Analytics can be a significant asset to any organization with large volumes of data, especially if much of that data exists in Salesforce. By combining powerful analytics, data transformation tools and custom reporting with a seamless Salesforce integration, the benefits are clear to any Business Intelligence (BI) professional. But before any investment in BI…