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Resources

  • Guide

    Transforming Telecom Service Delivery and Customer Engagement

    How can Salesforce Communications Cloud help you gain critical business insights? And how can it help to drive growth and customer success with Salesforce Communications Cloud? This brand new resource from Ateko dives into the details, with over 30 pages of practical insights. Cover key areas including: Determine how your organization can adapt and move…

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  • Checklist

    Salesforce Commerce Cloud Readiness Checklist

    Salesforce Commerce Cloud Readiness Checklist Are you ready to start using Salesforce Commerce Cloud? This checklist will walk you through exactly what you need to consider before you jump in to SFCC. Review each of the 10 check points. More than 3 “needs work” checkmarks? Consider starting with an audit before you jump in. And…

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  • Video

    Data Cloud Deep Dive Series

    with Eliot Harper Dive into the world of Salesforce Data Cloud with Salesforce MVP Eliot Harper. In this video series, Eliot unpacks everything from key concepts to practical tips, making complex topics simple and understandable. The complete series contains 7 videos: Episode 1: Unstructured Data Lake Objects Episode 2: Processing Unstructured Data Episode 3: Retrievers…

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  • Guide

    Salesforce Security Survey 2025

    How does the security of your Salesforce org stack up against the average? We surveyed Salesforce Admins and Users from across North America to find out common practices across multiple areas in Salesforce security: While no two organizations are exactly alike in security practices and outcomes, this survey gives a peek behind the curtain, and…

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  • Video

    Agentic Marketing Showdown

    Bringing AI to the Inbox When you have Salesforce MVP Eliot Harper combine cutting-edge AI and a common ecommerce experience, well… the result is anything but common. In this video, dive into the world of Salesforce Agentic Marketing and learn how bringing AI directly into a customer’s inbox can revolutionize your client experiences. Transcript: Hello,…

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  • Guide

    The Wealth Manager’s Guide to Salesforce Financial Services Cloud

    The Wealth Manager’s Guide to Salesforce Financial Services Cloud How does Salesforce benefit Wealth Managers and Financial Services firms? This new resource from Ateko provides a comprehensive guide to Salesforce’s Financial Services Cloud (FSC) and its benefits for Wealth Management firms and Financial institutions. Whether you’re an existing Sales Cloud user, or considering making a…

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  • Guide

    Salesforce Object Comparison: Standard Object vs. Custom Object

    When do you use a Standard object and when should you use a custom object in Salesforce? This is a problem all Salesforce Admins and Developers face. The choice has implications on development efficiency, scalability, and the overall maintenance of your org. Understanding when to use a standard object and when to use a custom…

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  • Guide

    Hubspot to Saleforce Migration Checklist

    Hubspot to Salesforce Migration Checklist You’ve watched the video, and you’ve read the resources. Now, you can get a list of the questions you want to ask your organization (and yourself) before you get started on a HubSpot to Salesforce migration. Having clear answers and a clear approach to your migration will greatly increase your…

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  • Guide

    An Introduction to Salesforce Maps

    An Introduction to Salesforce Maps Salesforce Maps helps field sales and service teams to manage accounts and opportunities, plan routes and optimize sales activities. In this guide we will review: Learn how your organization can leverage Salesforce Maps to unlock new opportunities, enhance productivity and drive your overall success in today’s competitive market.

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  • Guide

    Salesforce Data Retention and Destruction Policy Template

    Salesforce Data Retention and Destruction Policy Template As the hub of customer data, Salesforce is a key consideration in security and privacy compliance.  Is your organization SOC 2 or ISO compliant? If so, many of the items outlined in this Data Retention and Destruction Policy are necessary to comply with both those frameworks, among others. …

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  • Video

    Data Science Video Series

    So you want to learn about Data Science? Lucky for you, we’ve got an in-house Data Science Expert, Henrik Nordmark, and he’s broken some key business intelligence and data analytics topics down into bite-sized pieces, so you can get acquainted with the basics and be ready to leverage exciting tools like Salesforce Data Cloud and…

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  • Guide

    Salesforce Data Cloud Acronym Guide

    Salesforce Data Cloud Acronym Guide Salesforce Data Cloud is rapidly emerging as the foundation for unifying customer data across Salesforce’s product suite and unifying diverse data sets from various platforms into a single customer view. Like other Salesforce platforms, Data Cloud has its own vocabulary of acronyms. In this new Salesforce Data Cloud Acronym Guide,…

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