Salesforce uses an object titled 'Campaigns' that can be used to send a list of Contacts emails in mass. Contacts can be added directly from Salesforce reports and either pre-built email templates can be used, or you can build one directly from a campaign. This article explains the necessary permissions, how to create a campaign, add contacts, and send an email.
Evaluations of Preceptors and Students are loaded from eMedley into Salesforce on a monthly basis. Upon import, depending on the type of Evaluation, it assigned to a Faculty or Staff Member for review. Evaluations are reviewed and monitored or elevated if needed. This article explains how the faculty and staff members can navigate to their assigned Evaluations for review, as well as, access dashboards and reports for Evaluations.
Change Requests are submitted when information about a Preceptor changes and needs to be updated in related systems. This article explains how to submit a change request and how they are processed.
Each Preceptor's Contact record contains a lot of data and as of 12/01/2024 the way the information is displayed has changed. This article outlines where important information is for OME staff to review.