Table of Contents
In the Salesforce Nonprofit Cloud, one of the most useful tools are Intake Checklists. First introduced in Financial Services Cloud in the form of Action Plans, Intake Checklists allow you to assign activities that are completed during each intake. This allows you to track the actions you must complete in order to enroll a client into a program or more broadly to intake them into your organization.
Intake Checklists are a part of the broader Intake object. One of the advantages of the NCCM Intake is that they automatically update information entered on intakes that appear on related objects. For example, if you update a contact’s phone number during the intake, it will also update the client’s Contact record.
Intake Checklists are one of the most useful components for busy human services organizations that are managing a lot of intakes and need the ability to manage those steps, especially when you’re training new staff who may need time to get up to speed. This is where intake checklists can come in handy.
Example of a Salesforce Intake Checklist
How to Use NCCM Intake Checklists
The best way to use intake checklists in Nonprofit Cloud Case Management is to plan them out before you begin building and be intentional. You have the ability to set up multiple intake checklists. These can be a program-specific checklist or one that applies across the agency.
Once you select an Intake Checklist you’ll have your categories like “Collect Personal Information” or “Complete Enrollment Paperwork” and then beneath that, specific tasks that need to be checked off.
As you complete each checklist item, those tasks – which auto-populate into the client’s record – are automatically updated. Like magic!
Set Up NCCM Intake Checklists
If you’re an administrator working with Intake Checklists for the first time, this section is for you. Everyone else can probably scroll by to the next one! Intakes are great in that they allow you to collect information. At the same time, you also need to manage the steps involved in the intake process. For this, you’ll use the Intake Checklist.
Intakes use the Intake object, but Intake Checklists are made up of Action Plan Template records to which you add Tasks. These tasks are things like “Request invite to Slack.”
Salesforce also provides documentation for Intake Checklists that helps you set up Intake Checklists in NCCM and use them. It’s a great reference.
Provisio and Intake Checklists
As a Senior Business Analyst with Provisio Partners, I help clients determine solutions that make the most sense for their human services implementations. One way that we do this is using templates that help you decide on your Intake Checklists and checklist items.
If you use NCCM, or are interested in adopting Nonprofit Cloud Case Management and Intake Checklists, consider Provisio Partners for your case management solutions. You can learn more about Provisio at http://www.provisiopartners.com.