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.

Requirements Gathering Outline for Salesforce Projects

Before you can begin building or improving Salesforce, or a related system, it's critical that you first define requirements. We often see admins jumping directly into building, before really spending time understanding the Why behind ...

Salesforce 101: How To Clean URLs in Salesforce

Data entry and cleanup can be especially difficult for websites and emails. The first step to ensuring data governance is high is to put formulas in place to parse a website or email address.

How to Build a Round Robin in Salesforce

Ever run into an issue where reps are cherry picking leads? SLAs aren't being met?

You need a round robin, let's show you how to build one in Salesforce!

The Ultimate Guide to Salesforce Flows

Lightning Flows (AKA Flows) can help you automate complex business processes and manual data entry. Flows let you work smarter, not harder, by saving your users’ time and making sure the required tasks are being ...

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

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

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

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

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

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 ...