Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Nonprofit Cloud Case Management

Make sure no client falls through the cracks.

No Ratings
$360   USD/user/year
Business Need
Agent Productivity

Compatibility

Salesforce Editions
Enterprise
Unlimited

App Details

Version
Case Management/Release 1.7.0
Listed On
05/27/2021
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Salesforce Shield
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 11
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 21
App Builder: 1
Community Builder: 0
Languages
Dutch
English
French
German
Japanese
Spanish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.7.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/24/2020

Additional Details

With Nonprofit Cloud Case Management, you can deliver personalized services to help clients progress towards their goals. By having your programs, services, and clients in a single system, you can ensure no one falls through the cracks and they get the quality of care they deserve. Thanks to our nonprofit community of customers and partners, Case Management was built with input from real users of the product, from case and program managers to Salesforce administrators to consultants who would implement the technology. This helped Salesforce build a solution that mimics how service providers at nonprofits work and to make sure this tool is what you need to drive more impact with your clients. Can be used by customers that require a HIPAA compliant solution.

Need help?

Salesforce.org

San Francisco, CA

Salesforce provides technical support for all Salesforce.org products Monday through Friday during global business hours. Premier Support customers have additional access to technical support for platform issues 24 hours a day, seven days a week.