Salesforce and CRMs

Transforming Financial Advisory with Salesforce FSC

June 26, 2025·The Financial Services Cloud features you need for Maximum Organizational Impact Introduction As a Salesforce Business Analyst, one of the most impactful projects I’ve contributed to was the implementation of... Read More

by Pooja Tiwary

OmniStudio vs. Flows: Which One Is Right for Your Business?

Navigating Salesforce automation tools can feel like choosing a vehicle. You have Lightning Flow, the dependable, versatile SUV built right into the platform. It handles most everyday tasks — internal...

How Marketers Accelerate Data Cloud ROI

Are you looking to turn your customer data into real, measurable ROI? In this blog I share how Salesforce Data Cloud can help marketers activate data in powerful, practical ways. Working...

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...

TC25 Recap: Salesforce Just Made Data Cloud Smarter with the Semantic Layer

The Ateko (formerly CloudKettle) team was at Tableau Conference 2025 in San Diego this past April. The energy was palpable, the data visualizations were stunning, and the community spirit was...

Salesforce Marketing Cloud Growth & Advanced: Features you should know about

Marketing Cloud Growth & Advanced: Features you should know about Salesforce introduced a new edition of Marketing Cloud last year, called Marketing Cloud Growth. This edition, built on the ‘core’...

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....

Retail Revolution: How Location-Based Marketing Drives Customer Loyalty

Elevate your retail business with powerful location-based marketing through Salesforce Marketing Cloud. Picture this: you’re a business owner/manager, and you’ve just gained an edge on your competition by sending a...

Products vs. People: A Beginner’s Guide to Measuring Customer Success

I spent several years at Salesforce in Customer Success, focused on driving value via their Products, so it was a major perspective shift to move to the Services side of...

The Beginner’s Guide to Joins in CRM Analytics

In the world of Business Intelligence, the ability to combine data from different sources is essential. Salesforce CRM Analytics (formerly Tableau CRM) offers a powerful feature called “joins” in its...

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...

Marketing Cloud Super Message Consumption Simplified

Marketing Cloud Engagement comes with Super Messages included in each license, but customers often need to understand how many additional Super Messages they might require. (Think of “Super Messages” as...

Beyond the Hype: How the Salesforce-Google Partnership May Transform Your Business

The world of enterprise AI is evolving at an unprecedented pace. Just this week, Salesforce and Google Cloud announced a major expansion of their strategic partnership—and although all the details...