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Manage Programs with Nonprofit Cloud

Salesforce via Trailhead

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Overview

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Improve your service delivery with Salesforce for Nonprofits.
  • Track and optimize your services with the Program Management Module.
  • Streamline day-to-day tasks and improve client service with Nonprofit Cloud.
  • Explore how to use Service Console to assist your nonprofit clients.

Syllabus

  • Nonprofit Cloud for Programs: Quick Look
    • Meet Nonprofit Cloud for Programs
  • Programs and Benefits in Nonprofit Cloud for Programs
    • Meet the Records That Track Your Programs
    • Translate Your Programs to Nonprofit Cloud
    • Set Up Programs, Benefit Groups, and Benefits
  • Attendance and Benefit Tracking in Nonprofit Cloud for Programs
    • Get to Know Enrollments and Deliveries
    • Create and Manage Schedules
    • Manage Schedule Participants and Attendance
    • Manage Ad Hoc Disbursements and Anonymous Recipients
  • Nonprofit Cloud for Programs Case Management: Quick Look
    • Meet Nonprofit Cloud for Programs Case Management
  • Cases in Nonprofit Cloud for Programs
    • Get Started with the Case Object
    • Create a Case
    • Manage Cases and Deliver Care
  • Care Plan Management in Nonprofit Cloud for Programs
    • Get Started with Care Plans
    • Create Goal Definitions and Action Plan Templates
    • Configure Care Plan Templates
    • Create a Care Plan
    • Manage and Close a Care Plan

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