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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Beyond the Hype: How the Salesforce-Google Partnership May Transform Your Business
The world of enterprise AI is evolving at an unprecedented pace. Just this week, Salesforce and Google Cloud announced a major expansion of their strategic partnership—and although all the details are not yet known, it looks very promising. This collaboration brings together two industry giants, giving businesses unparalleled choice, flexibility, and power in how they…
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UTM Parameters Explained: From Basics to Best Practices
In modern marketing, there are multiple ways to measure attribution and track marketing campaign performance. While you can invest in expensive platforms and align your processes with complex methodologies, there’s a simple approach to measure ROI across all channels—whether it’s paid media or content syndication. This approach is called UTM tagging. In this blog post,…
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Everything You Need to Know About Salesforce Data Cloud Credits
Data Cloud credits power usage in Salesforce Data Cloud — every time you perform an action in Data Cloud, credits are consumed. Credit consumption is based on different actions performed in the platform, where the actual consumption rate is based on the platform feature, the complexity of that feature, and ultimately the underlying compute cost…
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Configuring Service Cloud Voice
In our previous post on Service Cloud Voice, we reviewed what this new telephony tool actually does, and how it can be beneficial to organizations. It’s great to know the “why” – but now we want to get into the “how”. How do you actually get started and set up Service Cloud Voice in your…
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How to Create Dynamic CPQ Quote Templates in Salesforce
After finalizing a quote, the goal is typically to create an accurate and professional quote document to customers. But without the right processes in place, quoting can be challenging, time-consuming, and prone to errors. Thankfully, Salesforce CPQ (Configure, Price, Quote) helps with the configuration and management of quote documents, streamlining the process and making quotes…
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Getting the most value out of your Salesforce Unlimited Investment
Purchasing Salesforce Unlimited is a significant investment in your day-to-day business operations. This post will dive into how you can make the most of your new investment (or one you’ve already made) and what makes Salesforce Unlimited stand out from Salesforce Enterprise Edition. Sales Cloud and Productivity Features One of Sales Cloud Unlimited Edition’s key…
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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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Data Ingestion for Salesforce Data Cloud
As its name implies, Salesforce Data Cloud is a data platform — before you can begin using the platform, you first need to get data into it. And while Data Cloud provides various options for importing data, it’s important to select an optimal method to integrate data sources into the platform. Unfortunately in data architecture,…
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Getting Started with CRM Analytics (Formerly Einstein Analytics)
Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been growing exponentially every day, exploring data manually has become a bigger challenge” (click here to read more). CRM Analytics (formerly Tableau CRM, formerly Einstein Analytics)…
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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…