Manage the complete participant lifecycle with greater speed and accuracy. Potential participants can now browse programs as guest users on your Experience Cloud site to increase engagement. When participants apply, guide staff through a streamlined intake for one or many programs with real-time eligibility checks. Finally, capture service delivery faster with optimized mobile attendance tracking and accelerate your Data 360 readiness with updated data kits.
- Lower the Barrier to Entry with Guest Access for Program Management
Potential participants can now browse your programs and benefits on an Experience Cloud site without creating an account. Guest users can explore your offerings to determine if a program is a good match. When they’re ready, they can easily submit a referral to begin the intake process, which reduces friction and increases engagement with your nonprofit. - Simplify On-The-Go Attendance Tracking for Your Staff
Taking attendance for benefit sessions is now faster and easier for staff working in the field. The attendance experience is optimized in the Salesforce mobile app to facilitate quick data capture. Staff can use their phones or tablets to find sessions or participants, update single or multiple participant records at once, and save their work with confidence. Capturing data in real time reduces administrative work and improves accuracy, so that your team spends less time on data entry and more time on your mission. - Streamline Participant Intake with a Guided Work Flow
The new Intake app guides intake coordinators through a more efficient enrollment process with the Create Application flow to create new intakes quickly. When enrolling a participant in multiple programs, form sections are now deduplicated, so your users only enter overlapping information once. Separately, the Complete Application flow automates the creation of enrollment records and cases, which provides a smooth hand-off to case managers. - Confirm Participant Program Eligibility in Real Time
Save staff time, reduce manual errors, and improve the participant application experience by checking participant eligibility for programs instantly. Create robust eligibility criteria that are unique to each program, and check a participant’s eligibility against their participant record on an application with the Business Rules Engine. Intake coordinators can see a participant’s status, which helps them make faster decisions and prevent non-compliant enrollments. - Accelerate Data 360 Readiness for Program and Case Management
Easily bring the latest objects and fields into Data 360, formerly Data Cloud, with updates to the existing Program and Case Management data model objects (DMOs). Attributes for Attendance were added to the Benefit Session and Program Enrollment DMOs as well as additional attributes for Benefit Type and Referral DMOs. - New and Updated Objects in Program and Case Management
Do more with the new and updated Program and Case Management objects.