Resources

Considerations for Disabling the Lead Object in Salesforce

For most organizations, Salesforce utilizes leads as the entry point for new prospects. However, for some organizations, leads can turn into more of an operational burden and become unnecessary in their go-to-market approach, such as with an Account Based Marketing (ABM) approach. Due to these issues, some organizations opt to disable leads as a function in their organization and move to an account and contact-based system. This approach works well for some organizations, but there are a few things to consider before making the switch.
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The Ultimate Guide to Tracking Job Changes in Salesforce

On average, contacts change jobs every 12-18 months, and cleaning this data is tedious and time-consuming. We’ve seen many instances of Salesforce where 50-70% of the contact data in the CRM is flat-out wrong. We’ve also seen companies with millions of records in their CRM, but with no idea which ones are the good records and which are the ones they can purge. This creates drag on an organization, because users who don’t trust a perpetually messy system are unlikely to use the CRM to its full potential. In short, it's a nightmare. So, what are your options?
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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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