Christopher Sauer | Consultant
Salesforce consultant focused on administration, data migration, and data quality. Explore work, projects, and ways to collaborate.
Salesforce Implementation
How-to posts, platform configuration notes, and implementation walkthroughs.
-
Let’s Get Fiscal, Fiscal (Years in Salesforce)
This story introduces Christopher, Alexis, Sailor, Scout, and Tito as recurring characters. It also explains the concept of fiscal years in Salesforce, used for reporting, forecasting, and quotas. It distinguishes standard fiscal years, based on the calendar but with customizable start months, from custom fiscal years, suitable for nonstandard calendars and alternate reporting periods. The…
-
Company Information: Establishing Scout Magnolia Enterprises
The content is about a Salesforce org being built for the user’s daughter, with a storyline involving different characters. It also explains the purpose and usage of Company Information in Salesforce, which tracks important information about the org and manages licenses/entitlements. The post emphasizes the significance of setting up and maintaining accurate company information and…
-
Taking Care Of Business (Hours)
The blog post introduces Christopher (Dad), Alexis (Mom), Sailor (8), Scout (1), and Tito (Chihuahua). Christopher aims to build a Salesforce org for his one-year-old daughter to use, integrating a pillow fight club storyline. Business hours determine availability for customers, set by name, time zone, active status, and default hours. They are used in entitlement…
-
PSA: Hey kid, you want some candy? A brief synopsis on In-App Guidance and Gastrointestinal Training
The content by Sparky McFuckface highlights their experiences with Salesforce and their child. Sparky discusses using in-app guidance to engage younger users, shares funny anecdotes about their child’s potty training, and reflects on technology mishaps. They aim to simplify their Salesforce setup and focus on child-related features. Sparky’s storytelling style and humor make the technical…
-
So Easy a Baby Can Do It: Ease of Access
The author aims to optimize an organization to be accessible to young children. Sailor, an 8-year-old, and Scout, a toddler, are the focus. Scout requires visual elements due to her age, while Sailor needs simplified text. Challenges include customizing for children and reporting progress. The Salesforce platform is used, with a focus on simplification. Various…
-
Dear Diary: Public Calendars, Resources, and Fight Clubs
The post chronicles the author’s endeavor to create a customized organization for scheduling pillow fighting events for their daughter. They establish a public calendar, allocate resources, and add event attendees using unconventional methods. The author reflects on the challenges faced and the significance of being able to effectively communicate and demonstrate their work to others.…
-
Rethinking an Existing Privacy Model
Hi there! Thanks for taking the time out of your day to tune in, once again. While working with an OG admin who preferred classic mode to Lightning, we were presented with the challenge of how to rebuild existing data privacy models from the ground up without impacting current operations. This needed to be built…
Christopher Sauer | Consultant 