Resources

How should I track my revenue in Salesforce?

Tracking revenue is crucial for any company — after all, you can’t know if you’re making money if you’re not paying attention to what’s coming in. There are a few different ways to view revenue data, and the preferred method is usually based on the company's sales cycle, the size of the market the company is trying to capture, and the different channels of revenue coming in. These factors ultimately shape which metrics are important for the company.
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Manage Your Declarative Duplicates in Salesforce

Duplicate management is a super important part of your data plan, and helps to avoid data messes. If you aren't using duplicate and matching rules, you need to hop on the band wagon STAT. There's plenty of great reading out there on the best practices of setting up functional duplicate rules for your business — that's NOT what this article in about. I'm here to show you a nifty little invocable method I wrote to help manage duplicate data ... in flows!
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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.
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Enabling MFA in Salesforce

Salesforce is enforcing multi-factor authentication (MFA) for all instances on Feb 1, 2022. Kicksaw regularly receives requests for support from clients asking how to do this correctly. We're also getting called in on jobs where the wrong choices were made, resulting in broken integrations. This blog post will help you enable MFA in your org the right way, while keeping your external integrations from erroring.
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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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Do You Need Professional Services Automation?

If you're trying to scale a professional services business, at some point you need to consider implementing a Professional Services Automation (PSA) solution. As a term, PSA is as slippery as any in the technology space, such as CRM or ERP. You can understand what it means generally, but it inevitably prompts many questions.
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