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Our goal in UVAFinance is to build towards using Salesforce to track all communications around support and engagement.
Sometimes, stakeholders still email our personal boxes directly instead of sending requests to shared boxes. If that happens to you, forward the email to the appropriate shared address in SF to create a case. Jack Jensen created a job aid this week to clarify how to do this.
You can find it in the Quick Links in the lower-left corner and via this link: https://training.foc.virginia.edu/ForwardinganEmailintoSalesforcetoGenerateaCase.pdf
Getting into this practice will continue to build the value of SF as a resource that we can all rely on when solving stakeholder problems.
Questions? Reach out to Andrew Sallans or Jack Jensen.
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