Resources

Working Around Salesforce Limitations with Reporting Snapshots

Reporting snapshots are a powerful tool in Salesforce for aggregating and analyzing historical trends in your data, whether that’s your lead or opportunity pipeline size, case resolution history, or some custom object of your own making. Unfortunately, the out-of-the-box functionality for reporting snapshots does come with some significant limitations.
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5 Essential Tips For A Successful Salesforce Health Cloud Implementation

Salesforce’s Health Cloud can be the centerpiece of your patient engagement workflows–at least once you set it up correctly. As Kicksaw’s Lead Health Cloud Architect, I’ve worked with big, small, new, and established businesses to help them realize the power that Salesforce can bring to the healthcare space. I’ve also seen the headaches and expensive surprises that can occur when a business doesn’t spend the time to think through their implementation strategies before they start building. Read on for five tips that Kicksaw recommends for every business that’s considering a move to Health Cloud.
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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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