We rolled out Salesforce less than a year ago with extensive customizations because the Non-profit Cloud (Programs, Case management) did not seem to meet our needs. We are revisiting that decision now due to the announced expansion of the Non-profit Cloud and some major changes within our organization.
If you have (or can imagine) hundreds of community partners, do you (or would you) use the Case Management module to track them? They are not cases and we do not manage them; they are more like independent consultants - but if my problems are only with the name, I'd be happy to hear it.
We do not provide direct services. Our local partners do that. #Community Engagement
Clarissa - it is a big question.
Feel free to message me on here or on LinkedIn.
Happy to give you an hour of my time to discuss the usecase and see if I can aim you in the right direction.
There should be ways to track these things, but it likely will require very strong up-front strategic design on your part. This will likely not be a fully out-of-the-box use case.
