Salesforce Tip Corner

Handy recap of finance units/activities now conducting some or all of their work in Salesforce and the email addresses to use:

• Admin Services - vpf-support@virginia.edu
• Business Intelligence - vpf-bireporting@virginia.edu
• Financial Planning & Analysis - budget@virginia.edu
• Financial Operations Payment Card - uva_payment_card_svc@virginia.edu
• Financial Reporting - vpf-finopsreporting@virginia.edu
• PSDS Business Solutions - prs-sci@virginia.edu
• PSDS Buy Pay - pur-paya@virginia.edu
• PSDS Payables - prs-expense@virginia.edu
• PSDS Payables Invoices - invoices@virginia.edu
• PSDS Payables Payments - payments@virginia.edu
• PSDS Payables Vendors - vendors@virginia.edu
• PSDS Supplier Diversity - supplierdiversity@virginia.edu
• PSDS Travel - travel@virginia.edu
• PSDS Travel Card - card@virginia.edu
• Payroll - vpf-payroll-tra@virginia.edu
• System Support - vpf-systemsupport@virginia.edu
• Treasury Management - treasury@virginia.edu
• Tuition & Fees Feedback - respond_uva_tuition@virginia.edu

Tip for handling cases together with other Finance units

This week we ran into a scenario where emails from one case were being forwarded to another team's email list, which also were going into Salesforce. Once other service units are in SF with us, there is no need to forward cases like this, as SF is designed to enable this collaboration in other ways:

• Just need input from another team/colleague in Salesforce? Use a Chatter post on the Case by tagging the other team member or queue.
• Need somebody else to take over the case, work, and resolve it? Reassign the case to another individual or queue. The history on the case will track where it started and went. This is the best way to collaborate on cases and escalate or hand-off cases to those who can really complete the request.

The case collaboration described above is really what Salesforce is built for, and is the best way to efficiently manage work and solve customer problems faster.