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Transforming Financial Advisory with Salesforce FSC
Introduction As a Salesforce Business Analyst, one of the most impactful projects I’ve contributed to was the implementation of Salesforce Financial Service Cloud (FSC) for a major Canadian bank. In today’s competitive financial landscape, wealth advisors and relationship managers are expected to deliver personalized, compliant, and timely service, often while navigating disconnected legacy systems and complex processes.
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The Power of Bi-Directional Zero-Copy with Salesforce Data Cloud
In today’s data-driven world, the ability to access, unify, and act upon your customer data in real-time is no longer a luxury – it’s a necessity. Businesses often grapple with siloed data, complex ETL processes, and outdated insights, hindering their ability to deliver truly personalized experiences and make informed decisions. At Ateko, we are Salesforce
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Why We Built Our Own Product Reviews Cartridge in SFCC
As a Salesforce Commerce Cloud developer, I’m often at the center of a classic developer’s dilemma: the “build vs. buy” decision. Nowhere is this more common than with product ratings and reviews. Stakeholders see the feature on every major retail site and want it, but then they see the price tag and recurring license fees
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Beyond the Shopping Cart: Why Your Disconnected Systems Are Costing You Customers
Every retail leader we talk to wants the same things: a single view of the customer, more flexible fulfillment options, and less dependence on a patchwork of disconnected systems. The problem is, for many, the technology powering their business is the very thing holding them back. If you’re running your e-commerce site, in-store POS, and
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Simplify Content Management with SFCC Page Designer
Ever wondered how to streamline eCommerce content management without relying on developers? In this blog we will dive into how Salesforce Page Designer makes that possible. Salesforce B2C Commerce Cloud has been praised for its flexibility to adapt, scalability, and the ability to power some of the world’s most recognizable retail brands. The platform allows
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Beyond Functionality: How UI Creates a Seamless Shopping Journey in Salesforce
While visual appeal is important, a truly effective user interface (UI) goes much deeper. It’s about creating a seamless and enjoyable shopping experience that drives conversions and boosts customer satisfaction. A well-designed UI builds trust and makes it easy for users to find what they need, leading to a smoother checkout process and a more
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TDX 2025 Developer Highlights
At TDX 2025, there were some amazing speaker sessions focused on improving the developer experience. These were my highlights of the latest and greatest in Agentforce: 1. My favourite aspect of Agentforce 2dx is the ability to proactively have conversations with customers or employees without requiring them to initiate the conversation. Agentforce can be triggered
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CloudKettle: Year 10 By the Numbers
Archived Content: This article was originally published by CloudKettle prior to its acquisition by Bell and integration into Ateko. It is part of a historical series documenting the growth and benchmarks of the team that now forms Ateko’s dedicated Salesforce practice. This blog post is the continuation of a tradition that began soon after CloudKettle
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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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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
