Best Practices

Better Security in Salesforce: Data Classification

One of the most important responsibilities Salesforce professionals have is ensuring our orgs remain secure. Achieving a strong security posture is about so much more than just passwords and session settings, however. It’s critical to know what data is in your Salesforce org, what security obligations that data falls under, and what the possible risk is should that data be compromised. 
Read More

Build or Buy: Making Resilient Architecture Decisions

When creating your ideal Salesforce instance, the question of build vs buy an application inevitably surfaces at one point or another. So, how do you decide? There are many factors at play, but at the end of the day, there are some key considerations that will make your decisions earlier.
Read More

Configuring a Custom Experience Cloud (Community) URL in Salesforce

When a Salesforce user implements a customer-facing Experience (Community) Site, they often want to have a custom domain instead of the salesforcedomain.force.com that comes standard with an Experience Site. This is, of course, a great option, but there are a few steps that need to be taken to ensure proper configuration. In this post, we'll demonstrate how to set up a custom URL.
Read More

Automate Digital Signatures with DocuSign eSignature for Salesforce

Organizations in the age of digital transformation have an incredible opportunity to digitize and streamline the often lengthy and cumbersome process of sending and signing documents through the use of eSignature applications. Whether it’s a quote, proposal, MSA, SOW, BAA, NDA, partnership agreement, legal contract, or a patient consent form, eSignature applications can help.
Read More

Is the Salesforce Consulting Model Broken?

Wouldn’t it be odd/off-putting if you hired a personal trainer, showed up at the gym, and were immediately thrusted into a workout regime that didn’t support your goal of training for a half-marathon, losing 20 lbs, or simply strengthening your knee after recovering from an injury? It certainly would be. Then why are we as Salesforce consultants doing this with complex, sophisticated technology that spans multiple business functions and supports a large majority of employees? 
Read More

Integrating Salesforce and Calendly

Here at Kicksaw, we pride ourselves on being experts at integrating tools into Salesforce. From Outreach to DocuSign to Conga, we’ve got tons of experience getting your other systems hooked into Salesforce so that you can not only hit the ground running, but be in line with best practices at the same time.
Read More