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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.

It's important to note that you can't modify certain components of a managed package, such as objects and fields. They're locked with limited edit access so that the managed package can be upgraded later. For details about managed and unmanaged packages, see Understanding Packages in Salesforce Help.

Before You Install Case Management

Learn about installation prerequisites for Case Management.

Before you install Case Management, make sure you have:

  • Purchased a license for Nonprofit Cloud Case Management, which also give you access to Action Plan licenses. To verify your licenses, click Setup and enter Company Information in the Quick Find box, then click Company Information. Under Permission Set Licenses, confirm that you have active licenses for Nonprofit Cloud Case Management and Action Plans. You won't be able to install Case Management without these licenses. Manage your subscriptions.

  • Set up an Enterprise or Unlimited Edition org with one of the following licenses: Sales Cloud, Service Cloud, or a Restricted Use License for Service Cloud. If you don’t have a Salesforce org, you can sign up for an NPSP trial.

  • Enabled Lightning Experience in your org. See Lightning Experience Resources. Case Management is not compatible with Salesforce Classic.

  • Enabled My Domain in your org. See My Domain in Salesforce Help.

After you confirm that you have these prerequisites, continue to the next section to install Case Management.

Install Case Management

Learn how to install Case Management in your org.

Salesforce recommends installing in a Sandbox environment or a Developer org before installing into a Production org. For more information, see Create a Sandbox in Salesforce Help.

  1. Log out of all other Salesforce orgs. You may want to use an incognito window to ensure you install in the correct org.

  2. Go to the Nonprofit Cloud Case Management installer page.

  3. Click Install Nonprofit Cloud Case Management - View Details.

  4. Click Log In to Start Pre-Install Validation, then select Production or Developer Org or Sandbox or Scratch Org.

  5. Log in to the org.

  6. Click Allow.

  7. Click Install. You'll see a confirmation when Case Management installs successfully.

  8. Click View Org to access your new org.

  9. Complete all the steps in Post-Installation Required Tasks.