Introduction Mensa is the world’s largest high IQ society. I’d always been in awe of so-called geniuses like Stephen Hawking, Leonardo Da Vinci and Marie Curie. I wanted to be like them – able to make scientific breakthroughs and better understand our world. Plus I really enjoyed that episode of The Simpsons where Lisa joins…
Month: January 2023
NCCM Documentation
Introduction Salesforce Nonprofit Cloud Case Management (NCCM) includes a lot of documentation. Unfortunately it can be hard to find that documentation ever since the PowerOfUs portal migrated to the Trailblazer Community. NCCM Documentation There is NCCM documentation available here: The first one is a direct link to the Salesforce documentation, which can have a bit…
Using Assessments in Salesforce Human Services
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…
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…