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Manage Programs with Agentforce Nonprofit
Trail

Manage Programs with Agentforce Nonprofit

Improve your service delivery with Salesforce for Nonprofits.

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This Trail may include content that is only available in English. Learn More
+1,700 points
Intermediate
End User
~3 hrs 40 mins

Manage Programs with Agentforce Nonprofit

+1,700 Points
~3 hrs 40 mins • 6 Steps
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Agentforce Nonprofit for Programs: Quick Look

Discover how to manage your programs and human service cases in Salesforce.

+100 Points
~5 mins
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Programs and Benefits in Agentforce Nonprofit for Programs

Plan and set up your programs and services in Salesforce.

+300 Points
~35 mins
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Attendance and Benefit Tracking in Agentforce Nonprofit for Programs

Create schedules, take attendance, and track benefit disbursements.

+400 Points
~1 hr 10 mins
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Agentforce Nonprofit for Programs Case Management: Quick Look

Explore how Agentforce Nonprofit can help case managers drive client outcomes.

+100 Points
~5 mins
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Cases in Agentforce Nonprofit for Programs

Track cases for a 360-degree view of your participants’ journeys.

+300 Points
~30 mins
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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.

+500 Points
~1 hr 15 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More

Skills

  • Scheduling
  • Business Operations
  • Business Analysis
  • Process Improvement and Optimization
  • Client Support
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  • Scheduling
  • Business Operations
  • Business Analysis
  • Process Improvement and Optimization
  • Client Support
  • Configuration Management
  • System Design and Implementation
  • Customer Service
  • Show Less

Products

  • Agentforce Nonprofit

Industries

  • Nonprofit

Discover More

Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions.