Configure program and services and case management in the Case Management managed package
Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. 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.
- Configure Programs and Services
Customize the bulk service delivery tool, process builder automation, cohort mass update, service schedules and more. - Configure Client Management
Customize the client card, client notes, referrals, incidents, and more. - General Case Management Configuration
Understand more about the nonprofit Case Management managed package and translation. Learn how to customize the Home tab.