The client is a prominent US-based nonprofit organization that helps veterans use their skills to address community challenges and discover Read More “DemandBlue develops a new mobile application for a US-based nonprofit organization that promotes veteran empowerment and community service”
- Case Management (Managed Package)
- Program Management (Managed Package)
- Program Management (New Nonprofit Cloud)
- Grantmaking (New Nonprofit Cloud)
- Accounting Subledger (New Nonprofit Cloud)
- Case Management (New Nonprofit Cloud)
- Elevate Release Features
1. Case Management (Managed Package)
The Case Management module has been greatly improved in version 1.34. Users can now find and complete information faster with the ability to limit program engagements and service options to show only active ones on the bulk service deliveries page. Additionally, scanning through alphabetized lists makes it easier to locate program cohorts, program engagements, and services.
Where Applicable: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where the Case Management managed package is installed.
2. Program Management (Managed Package)
Similar to Case Management, Program Management Module (version 1.32) has also been enhanced in the Summer ’23 release. Users can now limit program engagements and services options to display only active ones on the bulk service deliveries page. In addition, introducing alphabetized lists simplifies the process of finding program cohorts, program engagements, and services.
Where Applicable: This update is relevant for the Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with the Program Management Module installed.
3. Program Management (New Nonprofit Cloud)
The Program Management module in the new Nonprofit Cloud offers several exciting features to streamline program operations. Some notable additions include:
Action Plans to Efficiently Track Tasks and Documents: Users can define checklists of operational tasks and documentation requirements or approvals for their programs and benefits using action plans. This feature helps ensure efficient tracking and completion of tasks.
Field-Level Security Setting to Restrict User Access: Field-level security can now restrict users’ access to view and edit specific fields in the Program, Program Enrollment, Benefit Assignment, and Benefit Disbursement objects. This enhances data security and control.
Comprehensive Chronological View with Timeline Component: The Timeline component provides a comprehensive and chronological view of program and benefits activities. Users can easily track past, current, and upcoming sessions or participant interactions for a program or benefit—in one place.
Customizable Benefit Schedule Workflow: The benefit schedule workflow can be customized using the prebuilt OmniScript. Program managers can tailor the guided interaction according to their specific business needs.
4. Grantmaking (New Nonprofit Cloud)
The Grantmaking module in the new Nonprofit Cloud introduces powerful capabilities to manage the entire lifecycle of grants. Some key features include:
End-to-End Grant Management: Users can now manage grants from start to finish, including adding details about the opportunities for which individuals or organizations can apply. The module allows for easy entry of budget details and comprehensive tracking of grant applications and requirements.
Grantmaking Experience Cloud Site: Grant managers, applicants, and external reviewers can enter grant details directly through a dedicated Grantmaking Experience Cloud site, streamlining the process and improving collaboration.
Where Applicable:This update applies to the Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where Grantmaking is enabled.
5. Accounting Subledger (New Nonprofit Cloud)
Accounting Subledger for Nonprofit Cloud offers seamless data consolidation between Salesforce CRM and accounting systems. It enables organizations to better understand funds received, paid, and allocated. With unparalleled performance, this feature provides valuable insights into financial transactions and improves financial management.
Where Applicable: This update is relevant to the Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where the Accounting Subledger license is enabled, Data Pipelines are turned on, and there is at least one active user with the Data Pipelines Base User permission assigned.
6. Case Management (New Nonprofit Cloud)
The Case Management module in the new Nonprofit Cloud introduces several exciting capabilities, including:
Dynamic Assessments with Accounts, Contacts, and Cases: Users can create dynamic assessments for accounts, contacts, and cases. This functionality allows for eligibility determination for benefits or services.
Guided Flows for Benefit Schedules and Sessions: Benefit schedules and sessions can now be defined and managed using guided flows. Users can track the attendance and utilization of benefits provided to participants.
Preview Care Plan Template and Care Plan Summary View: Users can preview its structure before publishing a care plan template to ensure everything is in place. Additionally, the Care Plan Summary view provides a comprehensive overview of the care plan on a single page.
Streamlined Referral Intake Guided Flow: Setting up a guided flow for referral intake is quicker and easier with prebuilt OmniStudio components. Users can customize and activate these components to streamline the process.
Effortlessly create and merge party relationship groups using intuitive UI flows: This feature saves valuable time for case managers who create and merge groups. With the New Group UI flow, case managers can easily group participants who belong to a collective unit, such as a household, and designate them as members of a party relationship group. They can specify member roles, establish relationships, and add related contacts, groups, and business accounts. In addition, the users can define the relationships between the group and its members.
Furthermore, case managers can seamlessly combine two-party relationship groups into a single group using the Merge UI flow. This merging process includes consolidating members, related contacts, and other associated records from both groups, resulting in a unified group structure.
This streamlined functionality simplifies the grouping and merging of participants, reducing data entry effort and enhancing efficiency for case managers in handling party relationship groups.
7. Elevate Release Features
Elevate, the powerful digital fundraising solution, introduces notable enhancements in the Summer ’23 release:
Connect to Google Analytics 4: Users can migrate to Google Analytics 4 before July 1, 2023, to continue tracking Giving Page performance, source codes, and donation conversion rates. Google Analytics 4 replaces Universal Analytics, and all standard Universal Analytics properties will stop processing data after the specified date.
Speed up payment and recurring donation exports: Elevate now allows users to specify a date range for payment and recurring donation exports to enhance export efficiency. In cases where more than 10,000 records are involved, multiple files are exported to improve speed.
DemandBlue has a dedicated team of Salesforce experts who will help you understand and implement these powerful new features. Leverage the full potential of Salesforce Nonprofit Cloud and drive your organization’s mission forward.
Contact us today to learn more about these exciting new features and how we can help you make the most of Salesforce Nonprofit Cloud!
- Student Success App
- Student Success Components for Your Learner Portal
- Assist Learners with Program Management
- Support Learners with Care Plans
- Monitor Learner Performance with Alerts
- Automate Case Management and Success Team Assignment
- Improve Your Admission Rate by Focusing on Prospective Students Most Likely to Join
- Automate the Application Review Process
- Set up Drop-In Appointments
- Schedule Appointments on Behalf of Students
1. Student Success App
The Student Success app is a centralized platform within the Education Cloud that enables institutions to offer proactive and personalized support to learners across various domains such as academics, sports, health, and financial aid. With analytics dashboards, advisors and directors can gain valuable insights into learner information using the student snapshot component. They can monitor learner progress, create alerts, design programs and individualized care plans, and assign and manage success teams. The app provides a role-specific home page curated for advisors and directors, making it easier for them to access relevant features.
2. Student Success Components for Your Learner Portal
Enhance your institution’s learner portal with mobile-ready Lightning web components for student success using the Experience Builder. Learners can conveniently schedule and manage appointments, view their assigned success teams and care plans, and handle their tasks directly from the learner portal. In addition, these components provide an intuitive and user-friendly interface for students to access the necessary resources.
3. Assist Learners with Program Management
The Student Success app now enables educational institutions to define, plan, and deliver non-scholastic services and initiatives to students. Directors can model programs with supported benefits; schedule and track benefit disbursements; and ensure recipients receive the appropriate support. This feature empowers institutions to offer comprehensive support beyond academic activities.
4. Support Learners with Care Plans
Directors and advisors can create personalized care plans with goals and tasks to help learners achieve their objectives. Care plan templates make it easier to create plans with frequently used goals or tasks, while the bulk operation feature allows you to apply care plans to multiple record alerts simultaneously. This capability facilitates individualized support and ensures learners receive the necessary guidance.
5. Monitor Learner Performance with Alerts
Directors and advisors can now create alerts to stay informed about learner performance and offer timely support when needed. Alerts can be automatically generated using flows for multiple learner records. This proactive approach enables educational institutions to identify and address challenges promptly, ultimately improving learner outcomes.
6. Automate Case Management and Success Team Assignment
Learners, especially in larger educational institutions, receive support in various domains such as financial aid, academic advising, and disability services. Streamline these processes by leveraging Education Cloud’s flow templates to automate case creation, closure, and success team assignments.
7. Improve Your Admission Rate by Focusing on Prospective Students Most Likely to Join
Increase your admission rate by leveraging predictions based on prospective students’ current level of engagement with your institution. In conjunction with CRM Analytics, AI Accelerator, and Scoring Framework, Salesforce Education Cloud provides insights into the likelihood of prospective students joining. These predictions empower your admissions team to prioritize engagement efforts and focus on the prospective students most likely to enroll, ultimately improving your admission outcomes.
8. Automate the Application Review Process
The Education Cloud offers flow templates to automate the application review and approval process. These templates assign individual application records to the appropriate reviewers for different purposes. By automating this process, educational institutions can streamline their application review workflows, saving time and ensuring a smooth and efficient experience for staff and applicants.
9. Set up Drop-In Appointments
Enable learners to seek ad-hoc help from staff members by setting up drop-in shifts for in-person appointments. As a result, learners can conveniently schedule appointments for immediate assistance. This feature improves accessibility to support services and enhances the overall learner experience.
10. Schedule Appointments on Behalf of Students
Staff members can now schedule appointments on behalf of learners directly from the learner’s person account record. This feature simplifies the appointment scheduling process, allowing staff members to efficiently manage and coordinate appointments while ensuring learners receive the necessary support.
At DemandBlue, we understand the significance of these new features and the positive impact they can have on educational institutions. We are here to help you understand and implement these powerful features within your Salesforce engine. Our team of Salesforce experts can help you maximize the potential of the Salesforce Education Cloud and ensure a seamless adoption of these new capabilities.
Contact us today to learn more about how DemandBlue can help you leverage the latest features in the Salesforce Education Cloud Summer ’23 release and drive student success in your institution. Together, let’s transform education through technology!
In case you missed it, Salesforce has recently undertaken a massive revamp of its Nonprofit and Education Clouds Read More “A comprehensive guide to the re-imagined Salesforce Clouds for Nonprofit and Education”
Nonprofits deliver unique narratives about beneficiaries, donors, and projects around social challenges Read More “How Salesforce Marketing Cloud for Nonprofits helps run better campaigns”
The client is a trade association in North America that represents, give trainings to, and protects construction workers Read More “DemandBlue re-modeled the client’s community portal to improve data security and achieve rich user experience”
Salesforce offers a wide range of tools for sales, marketing, customer service, and analytics in one integrated system. Read More “Why Salesforce Nonprofit Partners Are Essential for Your Organization’s Success”
Nonprofits are often challenged to manually administer donor details, program data, and other critical information due to a lack of resources, time, and funding. Read More “The Benefits of Hiring a Salesforce Nonprofit Consultant for Your Organization”
Nonprofits—We have some exciting news for you!
Salesforce recently announced its new vision for its Nonprofit Cloud suite of technology solutions. Read More “Empowering Nonprofits to Make a Difference: Salesforce’s Latest Cloud Offering”
Nonprofits often struggle with challenges such as limited access to resources, technology, and funding, leading professionals to perform many functions, manually. Read More “Boost productivity and collaboration with Salesforce Nonprofit Cloud”