---
schema_version: "1"
id: 653b1135ac2968d54ccb34735c8e0be9f12c5e81af72c28afd95a1d98c3c08f3
title: Get Started with Program Management and Case Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npc_pm_get_started.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npc_pm_get_started.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1e768ea16d6210c542b0129b15ada3f673f4c0f7ba389070e6cd9ca4fd343ae9
description: Use Program Management to increase productivity, eliminate data silos, and empower staff who manage and deliver programs to make timely decisions. Enable Case Management to equip your team with tools for intake, assessments, and guided care plans. Explore a trial org and learn about what's included, the recommended setup, and how to get ready for your implementation.
products:
  - Nonprofit
release: "264"
---
# Get Started with Program Management and Case Management

Use Program Management to increase productivity, eliminate data silos, and empower staff who manage and deliver programs to make timely decisions. Enable Case Management to equip your team with tools for intake, assessments, and guided care plans. Explore a trial org and learn about what's included, the recommended setup, and how to get ready for your implementation.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Developer</strong> Editions with Nonprofit Cloud.</td></tr></tbody></table>

![Program Management banner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/nonprofit_cloud/images/main-banner-lm-program-management.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/resources-global/_corporate/images/learning_maps/lm_start_1.png" alt="Play button in a circle"></span>
            </p>
            <p><strong>Get Oriented</strong></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt.htm" target="_blank">Program and Case Management</a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.npc_create_nonprofit_cloud_trial_org.htm&amp;release=264.0.0&amp;type=5" title="Get experience with Nonprofit Cloud in a full-featured trial experience.">Create a Nonprofit Cloud Trial Org</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/resources-global/_corporate/images/learning_maps/lm_build_1.png" alt="Wrench in a circle"></span>
            </p>
            <p><strong>Dive In: Learn About Recommended Core Features</strong></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_prog_mgmt_create_programs_benefits.htm" target="_blank">Create Programs, Benefit Types, and
                Benefits</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_prog_mgmt_enroll_individuals.htm" target="_blank">Enroll Program Participants</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_prog_mgmt_benefits_manage.htm" target="_blank">Manage Benefit Schedules and
                Sessions</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_prog_mgmt_benefits_tracking.htm" target="_blank">Attendance and Benefit Disbursement
                Tracking</a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_prog_mgmt_summaries.htm" target="_blank">Summaries of Program Participants and Benefit
                Disbursements</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/resources-global/_corporate/images/learning_maps/lm_develop_1.png" alt="Gears in a circle"></span>
            </p>
            <p><strong>Go Deeper: Learn About Features for Specific Business
                Needs</strong></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_prog_mgmt_tasks_docs.htm" target="_blank">Track Tasks and Documents with Action Plan
                Templates</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_case_referral_intake.htm" target="_blank">Manage Case Referrals and Participant
                Intake</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_care_plans.htm" target="_blank">Create and Assign Care Plans to
                Participants</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_complaints_incidents.htm" target="_blank">Complaint and Incident Tracking</a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleview?id=ind.psc_provider_management.htm" target="_blank">Provider Management</a></p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/resources-global/_corporate/images/learning_maps/lm_integrate_1.png" alt="Connector in a circle"></span>
            </p>
            <p><strong>Extend Further: Learn About Additional Capabilities &amp;
                Add-Ons</strong></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.outcome_management.htm" target="_blank">Measure Program Performance with Outcome
                Management</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.business_rules_engine.htm" target="_blank">Determine Participant Eligibility with Business
                Rules Engine</a></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=ind.discovery_framework_prerequisites.htm&amp;language=en_US" target="_blank">Evaluate Participant Needs with
                Discovery Framework for Assessments</a></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_assessment_generation_for_program_management.htm&amp;language=en_US" target="_blank">Automate the Conversion of
                Assessments to Digital Assessments with Assessment
                Generation</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=data.c360_a_data_cloud.htm" target="_blank">Gain Program Insights with <samp class="parmname">Data 360</samp></a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ind.rollup_definitions.htm&amp;language=en_US" target="_blank">Rollup Definitions for Record
                Rollups</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/resources-global/_corporate/images/learning_maps/lm_start_1.png" alt="Play button in a circle"></span>
            </p>
            <p><strong>Get Ready for Your Implementation</strong></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_nonprofit_cloud_parent.htm&amp;release=264.0.0&amp;type=5" title="Complete prerequisites for Nonprofit Cloud and turn on the features you want to use to manage fundraising, programs, case referrals, care plans, outcomes, and volunteers.">Set
                Up Nonprofit Cloud</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_prog_mgmt_prereqs.htm" target="_blank">Program Management Prerequisites</a></p>
            <p><a href="https://help.salesforce.com/s/articleview?id=ind.prog_case_mgmt_prog_mgmt_editions.htm" target="_blank">Program Management Editions and
                Permissions</a></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.npc_pm_example_1_manage_a_youth_job_readiness_program.htm&amp;release=264.0.0&amp;type=5" title="Consider an example nonprofit that runs a job readiness program for young people to
 enhance their employment skills and make them career-ready.">Nonprofit Program Management Example: Youth Job Readiness Program</a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.npc_pm_ex2_manage_a_school_kit_distribution_activity.htm&amp;release=264.0.0&amp;type=5" title="Consider how an example nonprofit tracks the distribution of benefits as part of a
 school enrollment support program that helps prevent children from at-risk communities from
 dropping out of school.">Nonprofit Program Management Example: School Kit Distribution</a></p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/resources-global/_corporate/images/learning_maps/lm_outcome_end_1.png" alt="Arrow in a circle"></span>
            </p>
            <p><strong>Know Your Resources &amp; Get Help</strong></p>
            <p><a href="https://trailhead.salesforce.com/content/learn/trails/manage-programs-with-nonprofit-cloud" target="_blank"><em>Trailhead</em>: Manage Programs with
                Nonprofit Cloud</a></p>
            <p><a href="https://developer.salesforce.com/docs/atlas.en-us.nonprofit_cloud.meta/nonprofit_cloud/npc_program_management_dev_guide.htm" target="_blank">Program Management Developer Guide</a></p>
            <p><a href="https://developer.salesforce.com/docs/atlas.en-us.nonprofit_cloud.meta/nonprofit_cloud/npc_case_management_intro.htm" target="_blank">Case Management Developer Guide</a></p>
            <p style="margin-bottom:0;"><a href="https://trailhead.salesforce.com/trailblazer-community/groups/0F94V000000oRAfSAM?tab=discussion&amp;sort=LAST_MODIFIED_DATE_DESC" target="_blank"><em>Trailblazer Community</em>: Nonprofit
                Cloud</a></p>
          </td>

        </tr>
      </tbody>
    </table>

- **[Nonprofit Program Management Example: Youth Job Readiness Program](https://help.salesforce.com/s/articleView?id=sfdo.npc_pm_example_1_manage_a_youth_job_readiness_program.htm&release=264.0.0&type=5)**  
    Consider an example nonprofit that runs a job readiness program for young people to
 enhance their employment skills and make them career-ready.
- **[Nonprofit Program Management Example: School Kit Distribution](https://help.salesforce.com/s/articleView?id=sfdo.npc_pm_ex2_manage_a_school_kit_distribution_activity.htm&release=264.0.0&type=5)**  
    Consider how an example nonprofit tracks the distribution of benefits as part of a
 school enrollment support program that helps prevent children from at-risk communities from
 dropping out of school.