Pastoral Care for Salesforce NPSP

Text congregants from your phone with one tap. 8 pre-built templates auto-fill names and details via merge fields. Send from the dashboard, case record, or contact page.

Maintain your healing prayer or prayer request list with prayer types, expiration dates, congregation announcement flags, and print view for Shabbat services.

Jewish mourning period calculation — Shiva, Shloshim, Year of Mourning, Yahrzeit — with Hebrew date of death. Configurable grief stages for any tradition.

Assign clergy, staff, and volunteers with roles: Primary, Coordinator, Meal Provider, Transportation, Visitor. Track status and notification preferences per member.

Clergy who never log into Salesforce get a daily email with their cases, overdue follow-ups, and outreach dates. Zero app interaction required.

Select your faith tradition. The app activates only the record types and fields you need. Jewish, Christian, or custom — configured in minutes, not months.

Personal work queue with My Cases, Overdue, Birthdays, Anniversaries. 6 KPI tiles. Cases by category. Care Insights surface stale contacts and workload imbalances.

Dashboard tabs show upcoming milestones. Send personalized texts with spouse merge fields via NPSP relationships. A 2-minute touchpoint that means the world.

Bereavement, Illness, Hospital Visit, Prayer Request, Wedding, B'nai Mitzvah, and more. Clergy Only, Owner Only, and 3 other levels control who sees what.