Key objects and features of case management
Case management use cases have many moving parts. Let's look at how the key objects and features in the Nonprofit Cloud case management product handle a variety of use cases. Don't forget that case management extends what is already in Salesforce. Standard objects include Accounts, Contacts, and Cases. Custom objects from NPSP and PMM are also there, as outlined in Chapter 3, Tracking Impact with the Program Management Module; the architecture even adds a bit of Financial Service Cloud into the mix with Action Plans. The full schema can be seen in the following diagram:
Figure 4.2 – Case management/PMM data architecture
The key objects in the case management/PMM data architecture provide the key features that are critical to streamlining the work of human services. Let's look at some specific features and the objects that are used.
Client intake and referrals
Depending on the organization...
