Extending the use of PMM
Nonprofit Cloud Case Management is a paid product from Salesforce designed for better long-term client engagement and management. Case Management includes a new set of custom objects and processes to track intakes, referrals, clients, client notes, case plans, and assessments specifically designed for human services organizations.
Note
Don't confuse Nonprofit Cloud Case Management with Salesforce's standard Service Cloud Case object.
The Neighbors nonprofit has decided that using Nonprofit Cloud Case Management can automate and streamline the workload for their case managers so they can help more clients. They particularly want to apply it to their Training to Build Skills program in order to work more closely, one on one, with their clients and track their progress to achieving financial independence. The framework for the program does not change much, as shown in the following outline:
- Program: Training to Build Skills.
- Program...
