Digital Transformation - CRM, ECM, RPA

Salesforce, OnBase, and UiPath documentation related to the Digital Transformation Team.

Articles (9)

OnBase

OnBase is an Enterprise Content Management (ECM) system. OnBase is designed to manage your content, processes and cases. OnBase centralizes your important business content in one secure location.

Onbase - Request an Onbase User Account

Information Required When Requesting User Access to Onbase

Salesforce

Salesforce is an Enterprise Customer-Relationship Management (CRM) application used on campus.

Salesforce - How to Change Display Density

Salesforce - How to Customize My Pages

user setting to rearrange object related lists

Salesforce - How to Search Advisor Availability in Student Success Hub

Salesforce - How to View Advisor Calendars in Student Success Hub

Salesforce - Modify Report and Dashboard Lists

Salesforce - My Journey - Schedule Appointments with Essential Resources

My Journey will keep track of the important details about your CWRU experience and the plans you make.
Review details about upcoming and past appointments
Track and complete tasks you set during meetings
Follow up on to-do items and referrals to other resources