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 a bit of a tree format. The second one is a mirror that breaks that tree down into a single list, so if you are looking for documentation on NCCM Intake Checklists, NCCM Action Plans, or NCCM Client Alerts you will be able to find them here.
Here are some quick links that might be helpful as well:
- NCCM Intake Checklist Documentation: https://help.salesforce.com/s/articleView?id=sfdo.CM_Intake_New_Clients.htm
- NCCM Case Plans Documentation: https://help.salesforce.com/s/articleView?id=sfdo.CM_Manage_Case_Plans.htm
- NCCM Experience Cloud Documentation: https://help.salesforce.com/s/articleView?id=sfdo.CM_with_Experience_Cloud.htm
Conclusion
What documentation do you find yourself looking for most commonly? Comment and let me know!