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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Getting Your Data Ready to Migrate to Salesforce
An Introduction to Data Normalization. Congratulations! Your organization is growing. Currently all of your Contact and Sales information has been living in one or more spreadsheets. This has worked up until now, but record keeping and reporting is becoming more and more of a time sink as you wade through hundreds or thousands of records….
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Introducing the Salesforce Integration User License
A Cost-Effective Solution for Integrating External Systems This is great news! The Integration User License was recently announced by Salesforce during the Salesforce Developer Conference, TrailblazerDX, and will be available for use starting on March 14, 2023. This is a brand-new license type created especially for use in system-to-system integrations. It offers enterprises a cost-effective and…
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Reporting on Unique Values in Salesforce
Marketing attribution remains a hot topic within B2B marketing circles as everyone tries to be smarter with their budgets. While we could have endless conversations on how granular you need to get when measuring B2B marketing campaigns, one aspect remains consistent: the Salesforce Campaign object is a great option for capturing Marketing touch points. Capturing…
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How to Use Lightning Web Component (LWC) Slots
Lightning Web Component Slots are a valuable tool for any Salesforce Developer to add to their arsenal. In this blog, we’ll review what they are, what they do, and how to use them. What are LWC slots? A slot ( ) is a placeholder for markup that a parent component passes into a component’s body….
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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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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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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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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…