Install the nonprofit Case Management managed package, complete post-installation tasks, and configure Case Management on for mobile interfaces.
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.
- Install Case Management
When you install Nonprofit Cloud Case Management, you get a managed package that contains essential metadata and custom code for Case Management functionality. - Post-Installation Required Tasks
Grant access to Case Management managed package users and assign page layouts. - Case Management on Mobile
Learn about the nonprofit Case Management managed package mobile app.