The University will mark a major milestone this summer by launching Slate on July 8, a modern customer relationship management platform designed to transform how we recruit, communicate with, and support prospective students and families.
Slate brings applications, communications, events, and reporting together in one connected system, giving employees a more complete view of each student’s journey and creating opportunities for more personalized, timely, and meaningful engagement.
The result is a more seamless experience for prospective students and families, and better tools for the employees who support them.
On July 8, all employees who currently have access to Salesforce Learner Org will automatically receive access to Slate. Eligible users will receive an email with instructions for accessing the system.
All Slate users also will be added to a dedicated Microsoft Teams channel, which will serve as a central location for the following:
Asking questions
Receiving important updates and announcements
Reporting issues and receiving support
Sharing tips and best practices
Employees who believe they need access to Slate but do not receive it on July 8, should ask their manager/supervisor to submit an access request and select “Need Something Done.”
Enrollment is a shared responsibility, and Slate represents an important investment in the future of the University. By modernizing how we connect with prospective students and families, we are positioning WVU to recruit and enroll the next generation of Mountaineers more effectively than ever before.
As we prepare for these milestones, employees with access are encouraged to explore the platform, participate in training opportunities, and join in shaping the future of enrollment at WVU.
Slate users are encouraged to participate in training sessions throughout July. All virtual sessions will be recorded and shared for future reference.
Trainings will be offered on the following dates:
July 9 | Noon to 1 p.m.
Slate Training Kickoff
A high-level introduction to Slate, including accessing knowledge base articles, joining community forums, reviewing the July training schedule, and understanding the implementation timeline.
Join the training on Teams.
July 10 | 3-4 p.m.
Navigating Slate 101
Learn the fundamentals of Slate, including student records, application details, academic deposit information, housing information, communication history, event history, logging communications, and creating tasks.
Join the training on Teams.
July 14 | In-person training in the Shenandoah Room, Mountainlar
8:45-10:15 a.m. | Navigating Slate 101
(This is a repeat of the July 10 virtual session.)
10:30-11:45 a.m. | Report Building/Query Building 101: Inquiries
Learn how to build basic inquiry and lead reports and queries.
12:45-2 p.m. | Report Building/Query Building 101: Applicants
Learn how to build basic applicant reports and queries.
2-3:30 p.m. | Report Building/Query Building 102: Advanced Logic and Filters
Explore advanced reporting techniques, including configurable joins, cross filters, and event reporting.
3:45-4:45 p.m. | Open Q&A
Bring questions related to any of the day’s training topics.
Reminder: Bring your WVU laptop if attending the in-person sessions July 14.
Friday, July 24
1-2 p.m.
Report Building/Query Building 101: Inquiries
(This is a virtual repeat of the July 14 on-campus session.)
Attend the training on Teams.
2-2:45 p.m.
Report Building/Query Building 101: Applicants
(This is a virtual repeat of the July 14 on-campus session.)
Attend the training on Teams.
2:45-3:30 p.m.
Report Building/Query Building 102: Advanced Logic and Filters
(This is a virtual repeat of the July 14 on-campus session.)
Attend the training on Teams.
July 30 | 1-2 p.m.
Student Side Demo
Experience Slate from the student perspective, including the application process, Gate experience and event registration.
Attend the training on Teams.
Slate will officially go live for prospective students with the launch of the new application experience on Aug. 4
Additional role-specific training opportunities are scheduled throughout July. Invitations will be sent directly to employees based on their responsibilities.
Training for head reviewers is planned for August and September. Information about post-go-live training opportunities and support resources will be shared in late July.
Questions related to training should be directed to Brianna Moyer at Brianna.Moyer@mail.wvu.edu.