---
schema_version: "1"
id: 2aaf41558aaf4d1f9d38f7fde19b0e27000bd1857e933a8641a01ca214ee09c7
title: Nonprofit Case Management (Managed Package) Documentation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/case_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.case_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 03e1419745a4a6efe7f02c46d7a8dd92b9dd29183cb24dab14ba0f77af5fbc32
description: Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud.
products:
  - Nonprofit
release: "264"
---
# Nonprofit Case Management (Managed Package) Documentation

Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_note.png)

Note This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in [Nonprofit Cloud](https://help.salesforce.com/s/articleview?id=sfdo.nonprofit_cloud.htm). If you're not sure which version your organization uses, check with your Salesforce admin.

- **[Learn About Case Management](https://help.salesforce.com/s/articleView?id=sfdo.cm_learn.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.cm_get.htm&release=264.0.0&type=5)**  
    Install the nonprofit Case Management managed package, complete post-installation tasks, and configure Case Management on for mobile interfaces.
- **[Configure Case Management](https://help.salesforce.com/s/articleView?id=sfdo.cm_config.htm&release=264.0.0&type=5)**  
    Configure program and services and case management in the Case Management managed package
- **[Set Up Security](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_access.htm&release=264.0.0&type=5)**  
    Learn about security and permissions in Salesforce and the permission sets included in the Case Management managed package.
- **[Work with Clients](https://help.salesforce.com/s/articleView?id=sfdo.cm_work_with_clients.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.cm_work_with_programs_and_services.htm&release=264.0.0&type=5)**  
    Create programs, program engagements, program cohorts, and service deliveries in the nonprofit Case Management managed package
- **[Case Management with Experience Cloud](https://help.salesforce.com/s/articleView?id=sfdo.cm_with_experience_cloud_parent.htm&release=264.0.0&type=5)**  
    Set up and customize your client Experience Cloud site for the nonprofit Case Management managed package.
- **[Reporting and Analytics](https://help.salesforce.com/s/articleView?id=sfdo.cm_reporting_and_analytics.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.cm_gdpr.htm&release=264.0.0&type=5)**  
    Learn more about GDPR and the nonprofit Case Management managed package.
- **[Ongoing Administration](https://help.salesforce.com/s/articleView?id=sfdo.cm_architecture.htm&release=264.0.0&type=5)**  
    Learn more about feature telemetry and using Shield Encryption with the nonprofit Case Management managed package.