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…
ITS833 Information Governance
Introduction I’m currently enrolled in a PhD in Information Technology at the University of the Cumberlands. One of the six core courses that make up the 60 credits in the program is on the subject of information governance. This covers the practices, policies and procedures involved in creating, storing and using data in organizations. Content Each UC…
Enhanced Care Management (ECM) with Salesforce
Introduction Since 2022, the California Advanced and Innovating in Medi-Cal (CalAIM) Initiative has been reforming California’s Medi-Cal to make it more “coordinated, person-centered and equitable” for their millions of members. One way in which they are doing this is with the use of the Enhanced Care Management (ECM) program. This is a program I’ve had…
ITS835 Enterprise Risk Management
Introduction One of the courses I’m taking in my PhD in Information Technology at the University of the Cumberlands is called Enterprise Risk Management. This course focuses on risk management (of course) and specifically enterprise risk management which is more holistic and global when compared to low level risk assessment. Content Like each UC course, this one…