Nonprofit Cloud for Case Management

Create Dynamic Assessments for the Program object. Use guided flows to split Party Relationship Groups and automatically update related records.

Note

This release is in preview. Features described in this document don't become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can't guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. Linked documentation might not include the new features or the links in these release notes might not work yet.

• Use Dynamic Assessments with Programs
  Do more with dynamic assessments by creating them for programs. For example, create a questionnaire to evaluate program-level feedback and identify a trend based on the scores.
• Split Party Relationship Groups Using a Guided Workflow
  Move members, related contacts, groups, and business accounts from a party relationship group to another existing group or a new group using the Split workflow. Specify member roles and relationships and the relationships of related contacts, groups, and business accounts in the split group. Review related information such as cases and complaints associated with the original group, move required records to the split group, and create reminder tasks to review any records later.
• Nonprofit Cloud Case Management New and Changed Objects
  Do more with the new Case Management objects.