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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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Migrating from HubSpot to Salesforce
When is the right time to move from HubSpot to Salesforce? Or perhaps more importantly – when does it become necessary? While HubSpot will meet the needs of some mid-sized organizations, most companies are scaling at a pace that will be funded by Venture Capital, with a B2B enterprise sales motion will outgrow it. The
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Why Healthcare Organizations are Migrating from Salesforce Sales Cloud to Health Cloud
Whether your core discipline is Pharmaceutical, Payer, Provider or Medical Technology in the Health Care and Life Sciences industry, you know a patient-centred approach with the ability to access all of an individual’s information in one central place is the primary focus. Launched in 2015, Salesforce Health Cloud was designed to give Healthcare and Life
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Salesforce Data Cloud Model Explained
Introduction While many Salesforce products including Sales Cloud, Service Cloud, Education Cloud, Health Cloud and other Salesforce industry clouds are built on a common ‘core’ platform that share the same datastore (an Oracle relational database), Data Cloud uses a very different architecture and technology stack from other Salesforce ‘Clouds’. This post explains the data models
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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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Salesforce Data Cloud Primer
As part of a Salesforce Data Cloud series, this initial post sets out to clarify and explain exactly what Data Cloud actually is, what it’s not, and why it’s a game changer. An Evolutionary Platform Salesforce Data Cloud is arguably the most significant platform to be released in the history of Salesforce. However, its journey
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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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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