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Manage Programs with Nonprofit Cloud

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Free Online Course: Manage Programs with Nonprofit Cloud provided by Trailhead is a comprehensive online course, which lasts for 4-5 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
4-5 hours worth of material
Self Paced
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

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