Skip to content

Salesforce

Salesforce is a Cloud-based Customer Relationship Management (CRM) tool that helps maintain learners’ data. SoN currently uses the platform for Admissions and Marketing.  

In order to maintain the Compliance and Integrity of SoN students’ data, we request you go through the articles below and familiarize yourself with the Salesforce platform. 

Features

  • Customizable Dashboards and Reports: Provides insights into learner demographics, enrollment trends, and marketing effectiveness via customized dashboards and reports.
  • Workflow Automation: Streamlines administrative processes such as application reviews, enrollment confirmations, and course registrations with automated workflows.
  • Integration: Integrates with UW Salesforce systems, including student info and learning management systems, to ensure seamless data flow and consistency.
  • Security and Compliance: Secures learner data with role-based access, encryption, and compliance to protect sensitive info and meet regulatory requirements.
  • AI-powered Insights: Utilizes AI and ML capabilities to analyze learner data, predict enrollment trends, and provide personalized admissions and marketing strategy recommendations.

 

Availability

  • Faculty
  • Staff

Cost

  • This service is part of the offerings provided by the SoN IT Service Desk.

Supported Platforms

  • Google Chrome 57+
  • Safari 10+
  • Firefox 52+
  • Microsoft Edge 14+
  • New version of Edge based on Chromium
Accessible Accordion

  1. To gain access to UW Salesforce, please complete the request form, and SoN IT will follow up with further instructions.
  2. Once you have your account, you can access Salesforce through the (portal link).
  3. View the training resources on the Salesforce Trailhead training platform or request customized training from SoN IT.

If you have any questions or need help, please contact the SoN IT Service Desk.

Contact SoN IT

View the linked resources below for training guides.


Salesforce Platform Basics


Salesforce User Basics


Salesforce Reports & Dashboard Training

Q: Where can I get support for training? 

A: Salesforce offers comprehensive training resources for new users through Salesforce Trailhead.

Q: Who do I contact to create an account? 

A: Please fill out the Software Request Form, and SoN IT will prompt you with the next steps to setting up your account.

Categories

Business & Administrative Software

Business & Administrative Software

The School of Nursing IT Service Desk offers business & administrative software, including Qualtrics, DocuSign, Salesforce, and more. These services are provided to enhance team productivity and performance.