Category: Salesforce

  • A Checkbox Isn’t SMS Consent

    A Checkbox Isn’t SMS Consent

    A landing page with a phone-number field and a checkbox feels like consent. To an SMS aggregator, it isn’t. One MobileConnect API call can fix that, without touching a single thing about the actual send. The problem we had was a promotional landing page that collected a name, an email, and a mobile number, with…

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  • Our Top 6 Salesforce Security Tips for 2026

    Our Top 6 Salesforce Security Tips for 2026

    Back in 2019, we published a list of five basic Salesforce security tips to help organizations minimize breaches caused by employee error or malicious intent. A lot has changed since then: Salesforce has raised the security floor for every customer, the threat surface has expanded well beyond human logins, and significant change emerged that the…

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  • The New BA Toolkit: Artifacts for the AI Era

    The New BA Toolkit: Artifacts for the AI Era

    In our last post, we explored a defining reality of our industry: Will AI replace the Business Analyst? The answer is no, but BAs who use AI responsibly will eventually replace those who don’t. If you’ve accepted that challenge, the next logical question is how. When you stop acting as a scribe and start acting…

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  • Adapting BA Processes and Documentation for the AI Era

    Adapting BA Processes and Documentation for the AI Era

    Will AI replace the Business Analyst? The answer is no, but BAs who use AI responsibly will eventually replace those who don’t. For decades, a Business Analyst’s core value was tied to how quickly they could turn messy meeting notes into formatted Business Requirement Documents (BRDs) or Jira tickets. Generative AI can now do that…

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  • Handing SFMC to an AI Agent: Guardrails for the Marketing Cloud MCP Server

    Handing SFMC to an AI Agent: Guardrails for the Marketing Cloud MCP Server

    Salesforce shipped a first-party MCP server for Marketing Cloud Engagement (MCE) in May 2026, and LinkedIn promptly lost its mind over it. Every other post is a breathless demo of an agent building a journey from a one-line prompt. So before you wire one up to your production tenant: hold your horses, buddy. The technology…

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  • Moving to Agentforce Revenue Cloud Advanced: Why Re-implementation with Optimization Beats Lift-and-Shift

    Moving to Agentforce Revenue Cloud Advanced: Why Re-implementation with Optimization Beats Lift-and-Shift

    Thousands of enterprises still run SteelBrick CPQ (Configure, Price, Quote) or Salesforce Industries (formerly Vlocity) managed packages. As these platforms reach end-of-sale, Salesforce has moved many of the advanced capabilities from these applications (particularly Vlocity) onto “Core” in the form of Agentforce Revenue Management (formerly, and for the purposes of this document, called Revenue Cloud…

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  • Not Every Company Pays You to Get Ready. Ateko Did.

    Not Every Company Pays You to Get Ready. Ateko Did.

    Inside the path that turned “new to Salesforce” into “ready for clients.” I joined Ateko with a background in development, cyber security, and data. I had worked with other CRMs before, but I was new to Salesforce. I knew how to build systems and work with data. I did not yet know about Data Cloud…

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  • Your Contact Center Moved to the Cloud. The Hard Part Comes Next.

    Your Contact Center Moved to the Cloud. The Hard Part Comes Next.

    The enterprise contact center migration story has a clean ending. After years of replacing on-premises hardware with cloud platforms from Genesys, Amazon Connect, and others, most large organizations have checked that box. The infrastructure scales. The telephony costs are predictable. That work mattered. But there is a second story, and it does not have the…

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  • New Salesforce Flow Logs: Proactive Flow Monitoring Moves to General Availability

    New Salesforce Flow Logs: Proactive Flow Monitoring Moves to General Availability

    In the Spring ’26 Release, Salesforce officially moved the Flow Execution Logs feature to General Availability (GA). That sounds like a good thing, but what does it actually mean for you and your Flows?  In this article we’re going to dig through the buzzword mumbo-jumbo and discuss what the update is and how Flow Logs…

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  • Why isn’t this in Salesforce?

    Why isn’t this in Salesforce?

    What I have learned about how to turn an enterprise investment into a high-ROI growth engine. Joining the team at Ateko has been an invigorating transition. After more than a decade working within and for large-scale organizations, from telecom to high growth tech, finding a firm that prioritizes technical integrity with genuine client partnership is…

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