Nonprofit Cloud Case Management

Hello! I'm tracking down info on the Last Service Date field. It's a roll up that's recalculated nightly with an Apex Job. There is a Last Service Date field on Contact, Program Engagement, Service and Service Session.

Our Last Service Dates are totally inconsistent. Sometimes the Program Engagement field will be correct, but missing on Contact. Sometimes missing on both. 

I've gone through the steps on this Help Doc. (Except the fields aren't on a Page Layout). I've ensured the Scheduled Apex Job and the Feature Gate settings are correct. 

I saw one post where someone thought it was tied to an Attendance Status = Present, but that doesn't seem to be the case, testing on two records. 

What might be reasons for the the inconsistencies? Thanks!

🎉 🎉 🎉 Announcing the new NPC Certification Exam 🎉 🎉 🎉 

Hi everyone! I am so excited to announce the launch of the brand new Salesforce Certified Nonprofit Cloud Consultant (NPC) exam, which tests on the NPC product built into the core of Salesforce. This exam was created in partnership with a diverse team of subject matter experts and stakeholders from across the nonprofit community, and we couldn’t be happier with the final result!

The new exam is going to live alongside the *existing* certification exam, which tests on the nonprofit managed packages. Please read the FAQ documentation closely, as it explains our rationale for having two exams, and highlights future name changes to come. 

Thank you to all of the community members who participated in designing and authoring this exam. Our goal is to support you and to ensure your success with NPC. We truly could not have created this exam without you, and we hope this certification serves you well. 🫶

The agency for which i volunteer captures extensive background information about program participants as a part of their onboarding and intake process. This information is stored in custom fields in the Contact object.   

The founder wants the entire intake process captured in a single screen, so I have added several Update Record actions to the Intake layout.  Because of past challenges with staff not capturing all of the information, she also wants the entry of all of the information to be mandatory.  I have made all fields in each action required, but it is possible to save the intake without the actions being updated in saved.   

 Any ideas on how to accomplish this (requiring all actions to be completed and saved before the Intake record can be saved) would be MUCH appreciated. 

Thanks!

Hi In an upgrade the Client Notes functionality on the Contact record was updated.  Unfortunately I cannot see this.  Is there something you have to activate or enable to be able to see this? 

This is the section I am talking about.

View Client Note History  

To easily review important information about clients with less clicks and less time, it's important to have their Client Note history all in one place. View this information on the Contact record.

1. On a client's Contact record, click the Client Notes tab. You can filter the list as follows:
   • To show notes from a specific time period, enter a Start Date and an End Date.
   • To reorder the list, change the Display order.
   • To show notes for specific Program Engagements, Record Types or creators, click Filter, then select the appropriate items. The available filters depend on the data. For example, if all of the notes are created by the same person, the Created by filter doesn't display.
2. To hide details for all Notes, click Hide Details. To hide details for a specific note, click the minus symbol on the note. Hiding details is useful for Case Managers who want to quickly scan through the contents of each note.
3. To create a new Note, click New Note.

Hello, everyone!

 In what scenarios should a user associate a Case Program to a Case object in Salesforce? Should this association typically occur manually during a specific stage of the case lifecycle, or should it be incorporated as part of an automation process, such as flows or triggers? What best practices should be followed to ensure it aligns with the purpose of the program?

Thank you!

Hello 

My name is Loan from France.

I am the leader NON PROFIT France. 

I would like to keep in touch to share our experiences and needs.

If you want to be a volonteer or know an NGO, please find my email

My email : loan.tran@trailblazercgl.com

Thank You

What would be the cause of the Action Plan Templates tab missing from nonprofit case man? I checked that the user profiles have permissions on the Action Plan Template Object, the Tab is marked as Default on and it shows up in the App Manager. The user is assigned the permission set license. However, the tab does not display. I believe this is a standard object. I can see case_man objects are being shown (like the Action Plan Template Groups) but that's not helpful w/o the Action Plan Template. I opened a case on this, but just wondering if anyone else had run into this issue. Many thanks!