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Trailhead

Manage Client Outcomes with Nonprofit Cloud Case Management

Salesforce via Trailhead

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Overview

Manage day-to-day human services work with NCCM.
  • Explore how Nonprofit Cloud Case Management helps case managers aid the people they serve.
  • Discover how to use Nonprofit Cloud Case Management for day-to-day human services work.

Syllabus

  • Nonprofit Cloud Case Management Basics
    • Meet Nonprofit Cloud Case Management
    • Explore Nonprofit Cloud Case Management Tools and Records
  • Client Work with Nonprofit Cloud Case Management
    • Manage Client Intake and Referrals
    • Manage Client Case Plans
    • Manage Client Notes
    • Manage Alerts, Incidents, Watchlists, and Tasks
    • Record Client Assessments

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