Category: Salesforce

  • Data Ingestion for Salesforce Data Cloud

    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

    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?

    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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  • Getting Your Data Ready to Migrate to Salesforce

    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

    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

    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

    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)

    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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  • CloudKettle: Year 8 By the Numbers

    CloudKettle: Year 8 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. Transparency. Honesty. Accountability. These are the values that drive us as an organization and…

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  • BANT: A Dead Easy Method for Qualifying Leads

    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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