Tag: Salesforce Partner

  • 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 Six by the Numbers

    CloudKettle: Year Six 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. Everyone gets a bit introspective this time of year and like most organizations, we

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  • Mastering Salesforce Consent Management

    In my previous post, I explained current and emerging data protection regulations and the different considerations when designing and implementing a consent management framework. In this post, I explain how Salesforce has set out to address the consent management challenge through a well-considered data storage model and supporting toolset. The Road to Consent Salesforce has

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  • How to Measure Salesforce Process Performance

    In a previous post, we shared the most common challenges Salesforce admins and developers face when it comes to Salesforce org performance and speed. Now, we’ll show you how to benchmark and measure Salesforce org process times for determining where maintenance and improvements are needed. Using the Developer Console to Measure Salesforce Org Process Performance

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  • Using Quip in Salesforce

    Using Quip for Project Documentation in Salesforce This is for teams that use Salesforce and Quip, but want to learn how to leverage Quip’s robust features for project documentation. We cover some best practices for creating collaborative project documentation using Quip for Salesforce. Why use Quip? You might be wondering why your team should leverage

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  • CloudKettle: Year Five By The Numbers

    CloudKettle: Year Five 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. Half a decade, wow! If you’d asked me on that first day, I’d have

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