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Register to attend a WVU Shared Services Salesforce training session

Shared Services Salesforce

In preparation for the opening of the WVU Shared Services Center in the coming weeks, the Shared Services team is hosting a series of training sessions on Salesforce, which is the technology behind the service center. 

Salesforce will serve as the service center’s case management and knowledge-base platform and will provide faculty and staff a one-stop shop for accessing human resources, financial management and sponsored-project financial management services and support. Key features of the platform include: 

  • A comprehensive knowledge library for self-service. 

  • Easy access to customer care to report an issue or request a service. 

  • The opportunity to interact with service center staff and colleagues through discussion boards.

The training sessions will provide: 

  • An overview of the platform. 

  • A look at the Salesforce Community. 

  • Directions on managing your profile. 

  • Instructions on placing and tracking service requests. 

  • Information on personalizing your notifications. 

  • Guidance on using the platform’s search features. 

  • Details on making the most of the knowledge-base. 

To register for a session, visit the Shared Services website and choose your preferred location. Then complete the registration form with your preferred date and time. Additional sessions, including ones for our divisional campuses, will be announced in the near future as we move closer to go-live.

In the meantime, visit the WVU Shared Services website for more information. You also may contact us at SharedServices@mail.wvu.edu.