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Program and Case Management
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            Agentforce for Program and Case Management

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            Agentforce for Program and Case Management

            Use generative AI to help case managers and program staff streamline administrative work. Use agent templates, subagents, and actions to create referrals, update participant goals, create benefit disbursements, and prepare notes.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on license, where Program Management is enabled.
            Note
            Note Beginning in April 2026, agent topics are now called subagents. There are no changes to functionality. During this transition, you may see a mix of the new and previous terms in our documentation.
            • Participant Management Agent
              Create benefit disbursements, referrals, tasks, and interaction summaries, participant summaries, and update participant goals for program management with an assistive AI agent. Deploy the Agent in your Slack workspace.
            • Considerations for Participant Management Agent
              To use Participant Management Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
            • Create a Participant Management Agent
              Create an Agentforce agent to help case managers and program staff record benefits, prepare notes, create referrals, create tasks, and update goals for participants. Name your agent, define its role, and keep a record of conversations to review agent behavior.
            • Use the Participant Management Agent
              Assigned users of the Participant Management agent can access the agent from any page in the Nonprofit Cloud CRM.
             
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