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The Top 3 Mistakes Companies Make When Implementing Salesforce

Implementing good habits early on may be seen as (perhaps unnecessarily) adding to the entire process when first starting out with Salesforce. It is true that habit-training may indeed add hours to your work within Salesforce, but it’s totally worth it! When implemented properly, good habits will help you scale and build extremely quickly, allowing you to focus on the good problems, not the bad ones.
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Salesforce Inspector: The Best Tool for Mass Updating Records in Salesforce

Salesforce Inspector is one of the most important tools to add to your stack, whether you’re inserting, updating, or deleting records.
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The Most Critical Skill of a Salesforce Admin: Defining an Object

This post was last updated 03/30/21. Introduction Time and again, we at Kicksaw have conversations with clients who are complaining about a system that’s slow, hard to use, and generally confusing. They come to us begging for help because their opportunities/accounts/etc. have become bloated and unusable.
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How To Opt Out of Automatically Transitioning to a Salesforce Lightning Experience

Salesforce Lightning is a big leap forward in terms of UI, but it has its issues and pitfalls. We’ll show you how to delay the transition.
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Salesforce 101: How To Clean URLs in Salesforce

One common complaint we hear from new customers is how inconsistently websites and URLs are stored in their Salesforce system. Simple domain parsing can help.
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How to Build a Round Robin in Salesforce

Speed-to-contact is a key metric companies use to track inbound leads. If your organization has a high volume of inbounds, you need a way to route leads among your available reps in order to reduce the lag time between submitting a contact form and the prospect being touched.
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