Kicksaw Blog

Our latest news, insights, blog posts, press, and more.

Stay tuned on the Kicksaw blog for all of the latest news and insights about Salesforce operations, tools we trust that will increase your teams performance, strategies we use to optimize process, and expert advice from other sales leaders.


How To Opt-Out of Automatically Transitioning to Salesforce Lightning Experience

Kyle Morris

Mar 25 2019

Salesforce has been on a big push lately to get users over to lightning. They've made it clear that new features will be lighting-only and are auto-migrating instances in the next release cycle.

That said ...

Salesforce 101: Roles vs Profiles

Kyle Morris

Jan 30 2019

TLDR; Roles determine your position within the hierarchy and profiles determine what data you can see

It seems like almost every day we get a question from a client asking: "Can you set person X's ...

The Most Critical Skill of a Salesforce Admin: Defining an Object

Kyle Morris

Jan 17 2019

Time and again we have conversations with clients who are complaining about a system that's slow, hard to use and generally confusing. They come to us begging for help because their opportunities/accounts/etc have ...

Salesforce Inspector: The Best Tool for Mass Updating Records in Salesforce

Kyle Morris

Jan 14 2019

As an early admin of Salesforce my first tasks were doing data cleanups of our accounts and contacts. Cleaning up 100k accounts with Salesforce's data loader was a nightmare, workbench can work but has major ...

3 Top Mistakes Companies Make Implementing Salesforce

Kyle Morris

Dec 27 2018


As companies go down the route of purchasing and implementing Salesforce, implementing CRM best-practices along with the software is often an afterthought. Most teams skip this step and move into Opportunity Stage management, reports and ...