Resources

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.
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

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.
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

Quick Tips for Setting up the Optimal Pardot and Salesforce Integration

Salesforce and Pardot have a symbiotic relationship that can’t be beat when it comes to B2B marketing automation. At Kicksaw, I often find myself talking to a potential client about their sales operations and find that the conversation will naturally venture into the marketing operations territory. After all, the Marketing department's goal is to send the Sales team as many highly qualified leads as possible.
Read More

Six Do's and Don'ts for Salesforce's Process Builder

As a Solutions Architect here at Kicksaw, whenever I am handed a new (to me) Salesforce org to work on, one of the first things I check is the health of the business processes made with Process Builder, as they seem to be a common spot for a lot of bugs and errors. In this article, I’m going to share some tips and tricks with you to ensure that your own Process Builder business processes don’t turn into a nightmare of timeouts, bugs, and unexpected data. 
Read More

Contact Us

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form