Implementation modules

Manage and Deliver Care with Common Components

Case management built on Nonprofit Cloud common components: care plans, goals, and the story of each person you serve.

Runs early, before anything depends on it

Care work is longitudinal, and a contact record with notes is not a case history. This module configures case management with common components: intake, care plans, goals, action items and the timeline that holds a participant story together across staff changes. You finish with a case management practice your whole team runs the same way.

Where this falls

Step 5 in the Agentforce Nonprofit Programs with Data Migration

The Agentforce Nonprofit Programs with Data Migration runs its modules in sequence. Every engagement includes each step, whether or not it has a page here yet.

Before this

Delivering and Tracking Benefits with Nonprofit Cloud

You are here

Manage and Deliver Care with Common Components

After this

Define, Measure and Report Outcomes with Outcome Management

Every module ends the same way

Your team drives, and the documentation is yours to keep.

Talk through a plan →