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Care Plan Management in Agentforce Nonprofit for Programs
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Care Plan Management in Agentforce Nonprofit for Programs

Streamline your work with templates and a single record for benefits, goals, and tasks.

Start
+500 points
Intermediate
End User
~1 hr 15 mins
+500 points
Intermediate
End User
~1 hr 15 mins
Get Started with Care Plans
~5 mins
Incomplete
Create Goal Definitions and Action Plan Templates
~20 mins
Incomplete
Configure Care Plan Templates
~15 mins
Incomplete
Create a Care Plan
~15 mins
Incomplete
Manage and Close a Care Plan
~20 mins
Incomplete

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