Nonprofit Case Management (Managed Package) Documentation

Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud.

Note 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.

• Learn About Case Management
  Read use cases for Case Management with human services. Review a diagram that shows the relationship between objects. Learn what objects and fields are part of the nonprofit Case Management managed package.
• Get Case Management
  Install the nonprofit Case Management managed package, complete post-installation tasks, and configure Case Management on for mobile interfaces.
• Configure Case Management
  Configure program and services and case management in the Case Management managed package
• Set Up Security
  Learn about security and permissions in Salesforce and the permission sets included in the Case Management managed package.
• Work with Clients
  Learn how to manage your work, work with referrals and intakes, and manage case plans and clients in the nonprofit Case Management managed package.
• Work with Programs and Services
  Create programs, program engagements, program cohorts, and service deliveries in the nonprofit Case Management managed package
• Case Management with Experience Cloud
  Set up and customize your client Experience Cloud site for the nonprofit Case Management managed package.
• Reporting and Analytics
  Learn about reports and dashboards included in the nonprofit Case Management managed package and learn more about using Tableau for advanced reporting.
• Case Management Product Information for GDPR
  Learn more about GDPR and the nonprofit Case Management managed package.
• Ongoing Administration
  Learn more about feature telemetry and using Shield Encryption with the nonprofit Case Management managed package.