Learn how to manage your work, work with referrals and intakes, and manage case plans and clients in 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.
- Manage Your Work
Find your way around the nonprofit Case Management managed package. Use Activities and Calendars. - Work with Referrals
Work with inbound and outbound referrals to track client referrals. - Work with Intakes
Create and edit intakes and manage your intake pipeline. - Manage Case Plans
Create a case plan, create goal and action item templates, and use case plans. - Manage Clients
Create client records. Search for a client. Manage client information, program engagement, client notes, and assessments in the nonprofit Case Management managed package.