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.
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.
- Case Management for Human Services
Focus on your work and keep your clients' needs front and center by using Case Management for Human Services. - Case Management Entity Relationship Diagram
Case Management's architecture takes advantage of many standard Salesforce objects—Accounts, Contacts, and Cases—and includes a number of custom objects such as Case Plans, Client Notes, and Assessments. - Case Management Objects and Fields
Learn what custom objects and fields are included in Case Management. This is a useful resource for developers and admins to explore and understand the Case Management data schema in depth.