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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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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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5 Takeaways from Salesforce Connections 2024
The Connections conference holds a special place for me. It’s an event that shares new product roadmaps, provides opportunities to meet fellow marketers, clients, and partners, and offers a glimpse at new platform features. This year was just as full of exciting announcements as previous years (except for the concert on the first day, which…
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What is Salesforce Revenue Lifecycle Management?
Revenue Lifecycle Management (RLM) is a new revenue solution from Salesforce, offering a combination of Salesforce processes and technologies that help businesses manage Sales and Finance in a single unified system. It provides a solution to manage and increase revenue by streamlining and automating the sales process, from generating quotes to managing subscriptions. While there…
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Service Cloud Voice Primer
What is it and what are the benefits? The Salesforce ecosystem powers the Sales and Service engines at some of the world’s largest companies. Historically, organizations have had to rely on third-party providers to integrate voice—one of the most vital channels of communication—into this platform. However, there is now a native option available, thanks to…
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Integrating Health Cloud and Data Cloud
Medical Record Management Challenges Medical record management poses several key challenges for healthcare providers. Most notably, ensuring the integrity and availability of patient health information, while remaining compliant with regulations such as HIPAA (Health Insurance Portability and Accountability Act). Healthcare providers must implement robust security measures to protect sensitive patient data from breaches and unauthorized…
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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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Integrating Financial Services Cloud and Data Cloud
The Customer Data Problem The vast majority of Financial Services organizations today share a common problem: customer data is siloed across departments and systems. Imagine an investment firm that offers a portfolio of financial products like mutual funds, stocks and retirement planning services. Information about these various products typically reside in separate (and typically proprietary)…
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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,…