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Manage Programs with Nonprofit Cloud

Salesforce via Trailhead

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Details

Provider

Trailhead
Pricing

Free Online Course
Languages

English
Effort

4-5 hours
Sessions

Self-Paced
Level

Beginner

Found in

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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

Tags

united states

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