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Trailhead

Manage Programs with Nonprofit Cloud

Salesforce via Trailhead

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Overview

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

  • Program Management with Nonprofit Cloud
    • Manage Nonprofit Programs with Salesforce
    • Set Up Nonprofit Services in Program Management Module (PMM)
    • Streamline Program Work with PMM
    • Create and Manage Service Deliveries
    • Track Service Delivery with PMM Reporting
  • Human Services with Nonprofit Cloud Case Management
    • Explore Nonprofit Cloud Case Management
    • Manage Client Intake and Referrals
    • Create and Update Client Case Plans
    • Track Work Using Nonprofit Cloud Case Management
    • Record Client Assessments
  • Nonprofit Client Services with Service Cloud
    • Use Service Cloud for Nonprofit Hotlines and Helpline
    • Explore Service Console
    • Create and Manage Cases
    • Make and Track Calls with Sales Dialer

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