Working with the HUD API in Salesforce was a lot of fun, but what a challenge! Introduction I’ve been working in the Salesforce ecosystem for a few years but one thing I have little experience with are integrations. Certainly, I’ve worked on a few with Docusign, Zoom, FormStack, etc., but those are usually done with…
Month: February 2024
Salesforce Formula for Day of the Month
Introduction Sometimes you want to know what the day of the week is, such as the 4th day of the month. You can use a Salesforce Formula for this. Configuration Create a formula that looks like this: Where Date_of_Week__c is the date of the week from 1 to 7 (e.g. 1 = Monday, 5 =…
Renaming Columns in Salesforce Reports
Introduction Sometimes you’ll want to rename columns that display in a report. For example, if you have two fields that are named the same (like Exit Date), it might be difficult to tell them apart. You can rename them to add additional context or make them more clear. Process 4. You can click one, click…