Create programs, program engagements, program cohorts, and service deliveries 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.
- Create Programs
Learn how to create programs - Create Program Engagements
Learn to create program engagements - Create Program Cohorts
Create your program cohorts. - Create Services and Service Deliveries
Create services, create bulk service deliveries, schedule services, see recent service sessions, and track attendance.