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Client Work with Agentforce Nonprofit Case Management
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Client Work with Agentforce Nonprofit Case Management

Discover how to use Nonprofit Case Management for day-to-day human services work.

Start
+500 points
Foundational
End User
~1 hr 25 mins
+500 points
Foundational
End User
~1 hr 25 mins
Manage Client Intake and Referrals
~20 mins
Incomplete
Manage Client Case Plans
~20 mins
Incomplete
Manage Client Notes
~15 mins
Incomplete
Manage Alerts, Incidents, Watchlists, and Tasks
~15 mins
Incomplete
Record Client Assessments
~15 mins
Incomplete

Available on the following trail

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