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Case Management with Experience Cloud

Set up and customize your client Experience Cloud site for the nonprofit Case Management managed package.

Note
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 with Experience Cloud
    Learn how to connect and engage directly with the people who matter most using the power of Experience Cloud.
  • Set Up Your Experience Cloud Site for Clients
    Create a client portal that helps clients stay on track and continue making progress on their goals.
  • Customize Your Client Site
    Experience Cloud sites are highly customizable, allowing you to determine exactly how your site will look and what actions users will be able to take. To get the most out of your client site, we're providing a recommended layout and steps for how to create it.