Synopsis
- 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!
