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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
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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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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,
