Wednesday, July 28, 2021

Salesforce Update

 The Finance Engagement team has been busy implementing Salesforce.  Here's a roundup of what they've been up to lately.  Click the image for a larger view.


Student Financial Services exceeds 3,000 cases in first 5 weeks! Since launch, we have been working with SFS on refining process, automation, and increasing visibility via dashboards. Today, we turned on auto case responses to help reduce duplicate case creation. Supplier Diversity now in SF - we launched supplierdiversity@virginia.edu today in preparation for increased volume from Executive Order 77 and upcoming outreach work. Try out Salesforce keyboard shortcuts to save time - shortcuts such as SHIFT + W will allow you to close all SF tabs (cases, accounts, contacts, etc.) at one time, which can make cleaning up your view much faster. https://help.salesforce.com/articleView?id=sf.console_lex_keyboard_shortcuts.htm&type=5 Implementations underway: Data automation with ITS integrations team SFS phone integration Other Supplier Diversity functionality Payables team Financial Operations PCI Compliance ICQ transition to Financial Attestation and tracking in SF Budget request workflow/Commitment tracking
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