Introduction As a user of Salesforce Nonprofit Cloud Case Management (NCCM) one of the best tools I’ve found in the package is the Assessment function. Every human services organization likely does some form of assessment with clients. Whether this is a specific tool like the Self-Sufficiency Matrix or the VI-SPDAT, or a more informal needs…
Tag: nccm
Best Practices for Salesforce Intake Checklists
Introduction 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…