📣📣 It’s Salesforce Summer ‘23 Release Day! Our Global Release Helps Nonprofits Maximize Efficiency and Impact Across Your Organization 📣📣

The Summer ‘23 Release is here! The Salesforce Summer ‘23 release helps nonprofits maximize efficiency and impact across your organization. In this release, we’re continuing to innovate through our new vision for Nonprofit Cloud – Salesforce’s suite of nonprofit technology solutions built for the sector. Our Program and Case Management solution enhancements help organizations adapt programs to deliver more effective outcomes by planning and delivering programs in one place. Organizations can save time with streamlined tools for service delivery and participant tracking. Some key updates across programs include the ability to:

• Use Action Plans to define a check list of tasks and documentation requirements or approvals 
• Consolidate program activities by chronologically tracking program and benefit activities with the timeline component 
• Customize the prebuilt OmniScript for the benefit schedule workflow to offer guided interactions for program managers 

While new features across case management include the ability to:

• Scale Dynamic Assessments by creating them for accounts, contacts and cases
• Harness guided flows to define and manage benefit schedules 
• Simplify guided flows for referral intakes using OmniStudio components 
• Preview Care Plan Templates and the Care Plan Summary to see the plan in one view 

We are also launching out new Grantmaking functionality in July! This new innovation will reduce cumbersome administrative processes, create positive experiences for grantees and help understand outcomes of community investments. This innovation is designed to work with Nonprofit Cloud but it will be available at an additional cost. On July 18, when it is generally available, grantmakers will have the option to extend nonprofit cloud with:

• A data model that allows them to build and manage their applications, budgets, funding opportunities and awards.
• A portal, which is fundamental to making it easy for grantees to complete important actions in the grants management process and stay engaged. 
• A preconfigured portal template, accelerating implementation and time to valueso grantmakers can focus less on setting up their systems and more on funding important initiatives.

A big thank you to our community for all that you do! Learn more below!

KEY RESOURCE LINKS

• Release Blog
• salesforce.com/releases: Your evergreen one-stop-shop to learn about the release!
• Demo Video Playlist: 1-2 minute overviews of our top innovations.
• Release Trailhead Module: Earn that badge and march towards Ranger Status.
• Release Notes and Nonprofit Release Notes: Get the release details