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

Articles (19)

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

Onbase - User Needs Change to Application Access/Privileges

Onbase - User Needs Change to Application Access/Privileges

Salesforce

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

Salesforce - Considerations for Tracking Emails

Best practice for Salesforce email engagement tracking

Salesforce - Create Page Shortcuts with Favorites

quickly access important Salesforce pages

Salesforce - How to Customize My Pages

user setting to rearrange object related 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

Slate - How to Customize Views

How to customize views in Slate CRM

Slate - Setting the Theme

Changing the Theme in Slate

Slate - Updating Notification Settings

Updating a users notifications in Slate CRM

Slate for Grad and Prof Schools (Admissions and Student Support) - Academic Program Management

CWRU Academic Deans Committee guidance on program management used in both Slate for Graduate Admissions and Slate for Student Support.

Slate for Grad and Prof Schools Admissions

Slate by Technolutions for Graduate and Professional Schools Admissions

Slate for Graduate Student Support

Slate for Student Success by Technolutions for Graduate and Professional Schools