Salesforce for Case Management
Track and report interactions with program participants to efficiently manage cases, track client progress, and showcase success.
Salesforce for Case Management introduces users to the built-in Cases object, with focused instruction around customizing your nonprofit Salesforce instance to meet the unique case management needs of your organization. Learn how to capture successful interactions so that you and your entire organization have a comprehensive 360-degree view of your clients and their services.
Finally, we’ll demonstrate how to run the suite a reports needed to showcase your outcomes to board members, funders, and supporters. At the end of this workshop, you will be a confident user of the Cases object, ready to manage your program data expertly, quickly, and painlessly. With this knowledge in hand, you will be able to understand the whole of your program’s health, the needs of each client, and how your organization is meeting mission.
Leave with the confidence and knowledge to:
- Create custom fields to track specific outcomes
- Track your client data and pair it with services and outcomes
- Create Cases
- Maintain logs, including time spent on each case
- Report on Cases to track your successful outcomes
- Create Solutions to share successful outcomes with your board and Colleagues
Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a pre-requirement for registration. Please contact us at (978) 232-9200 if you have any questions about this requirement.
Register for Upcoming Sessions
Half-Day Workshop (Afternoon)
$99 Introductory Offer
Free for 501Partners Salesforce Support Subscribers
Take the whole day!
Measuring, Evaluating and Improving Nonprofit Effectiveness is offered in the morning.
$99 Introductory Offer per workshop