Resources

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? 
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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.
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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. 
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Mocking Salesforce’s REST API with simple-mockforce

One of the biggest challenges when testing is covering code that interacts with an external service. This is where the domain of unit tests ends and that of integration tests begins, but the latter is multitudes more complicated than the former. Once it’s time to test anything that makes a network call, the bar is raised.
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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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Six Methods for Managing Email Permission & Deliverability

Good email marketing hinges on sender reputation. If you have a good sender reputation, your emails will be delivered at a higher rate (to the recipient’s inbox), you’ll experience higher open rates, and your click-through rates will be higher too.
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