---
schema_version: "1"
id: da004392c69af1a5e3cd7daa01aba4d7f6c39a65bee93e39b1c6bb60a3660279
title: Configure Case Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_config.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_config.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8f54c6cf9510da6d765a0e4fd32765db461a9bc628cc443220650a5bc7cb821a
description: Configure program and services and case management in the Case Management managed package
products:
  - Nonprofit
release: "264"
---
# Configure Case Management

Configure program and services and case management in the Case Management managed package

![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 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](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.

- **[Configure Programs and Services](https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_programs_services.htm&release=264.0.0&type=5)**  
    Customize the bulk service delivery tool, process builder automation, cohort mass update, service schedules and more.
- **[Configure Client Management](https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_client_management.htm&release=264.0.0&type=5)**  
    Customize the client card, client notes, referrals, incidents, and more.
- **[General Case Management Configuration](https://help.salesforce.com/s/articleView?id=sfdo.cm_general_config.htm&release=264.0.0&type=5)**  
    Understand more about the nonprofit Case Management managed package and translation. Learn how to customize the Home tab.