Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud.
Note This content provides information about a nonprofit managed package. Find
the Nonprofit Cloud documentation in Nonprofit Cloud. If you're not sure which version your
organization uses, check with your Salesforce admin.
- Learn About Case Management
Read use cases for Case Management with human services. Review a diagram that shows the relationship between objects. Learn what objects and fields are part of the nonprofit Case Management managed package. - Get Case Management
Install the nonprofit Case Management managed package, complete post-installation tasks, and configure Case Management on for mobile interfaces. - Configure Case Management
Configure program and services and case management in the Case Management managed package - Set Up Security
Learn about security and permissions in Salesforce and the permission sets included in the Case Management managed package. - Work with Clients
Learn how to manage your work, work with referrals and intakes, and manage case plans and clients in the nonprofit Case Management managed package. - Work with Programs and Services
Create programs, program engagements, program cohorts, and service deliveries in the nonprofit Case Management managed package - Case Management with Experience Cloud
Set up and customize your client Experience Cloud site for the nonprofit Case Management managed package. - Reporting and Analytics
Learn about reports and dashboards included in the nonprofit Case Management managed package and learn more about using Tableau for advanced reporting. - Case Management Product Information for GDPR
Learn more about GDPR and the nonprofit Case Management managed package. - Ongoing Administration
Learn more about feature telemetry and using Shield Encryption with the nonprofit Case Management managed package.