Manage Programs with Nonprofit Cloud
Offered By: Salesforce via Trailhead
Course Description
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
Tags
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