Tools

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.
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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 Ultimate Guide to Salesforce Flows

As a Salesforce admin, flows are one of the most powerful tools in your toolbelt — when set up properly, flows make you look like a rockstar to your sales team, but if your flows aren’t configured correctly, they might be difficult to manage or make a mess (also kind of like a rockstar).
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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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The Salesforce Admin’s Toolkit

There are lots of everyday tools that we use here at Kicksaw to streamline processes, load data, or simplify our lives; check back regularly for updates!
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