In Summer '23 Release, we are growing our Nonprofit Cloud Salesforce platform presence with enhancements to the Program Management and Case Management features. These enhancements include the ability to add Dynamic Assessments to the Account and Contact objects, easier referral intake guided flow setup, simplified care plan template preview and visibility, new benefit guided flows, adding Action Plans and field level security, better program and benefit tracking, and giving you the ability to customize the benefit schedule workflow. We also updated Program Management Module and Nonprofit Case Management to help you find information faster. Elevate is now set to convert Google Universal Analytics to Google Analytics 4 and can help speed up your data exports by exporting multiple files and letting you set date ranges.
- Case Management (Managed Package) Release Notes
Find and complete information faster in Case Management (version 1.34) in Summer '23. Limit program engagements and services options to show only active ones on the bulk service deliveries page. Find program cohorts, program engagements, and services easier by scanning through alphabetized lists. - Elevate Release Notes
Convert Google Universal Analytics to Google Analytics 4. Set a date range for your payments and recurring donations export. Find these enhancements in Elevate in Summer '23. - Nonprofit Cloud Release Notes
Nonprofit Cloud now harnesses the power of the Salesforce Platform. By building on the platform, Nonprofit Cloud provides faster, easier access to the full portfolio of innovative Salesforce products and services. - Nonprofit Cloud for Grantmaking Release Notes
Introducing Nonprofit Cloud for Grantmaking! Manage the whole lifecycle of the grants you give to stakeholders. Add details about the opportunities people or organizations can apply for. Provide an easy way to enter details of a budget down to the values for each category and period. Capture all of the information related to a grant application. Track the requirements after a grant's awarded. Provide a Grantmaking Experience Cloud site for your grant managers, applicants, and external reviewers to enter details directly in your grant records. Plus, use Nonprofit Cloud features to manage other aspects of your organization. - Program Management Module Release Notes
Find and complete information faster in Program Management Module (version 1.32) in Summer '23. Limit program engagements and services options to show only active ones on the bulk service deliveries page. Find program cohorts, program engagements, and services easier by scanning through alphabetized lists.