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: https://help.salesforce.com/s/articleView?language=ko&id=sfdo.Case_Management.htm&type=5 https://www.sforgdocs.com/cm/en-gb/cm-documentation The first one is a direct link to the Salesforce documentation, which can have…
Category: Information Technology
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…
How to Make Salesforce (More) Accessible
Introduction to Accessibility Accessibility is the idea of making sure that all benefits of our society should be available to everyone regardless of their vision or hearing or mobility. From employment, to entertainment, there are ways to make an experience available to someone who is blind or low vision, hard of hearing or deaf, or…
DHS Trusted Tester, Section 508 Training
Introduction I recently became a Department of Homeland Security (DHS) Trusted Tester, after completing an 80 hour training program and passing two exams. Whew! It’s rigorous but was a great introduction to the world of accessibility and I am happy to be able to complete web audits and assist organizations in improving their accessibility. (Also,…