A comprehensive guide to the re-imagined Salesforce Clouds for Nonprofit and Education

In case you missed it, Salesforce has recently undertaken a massive revamp of its Nonprofit and Education Clouds, and the results are impressive. Of course, these Clouds have existed before, but the new offerings create optimized packages, with a range of features designed to meet the specific needs for organizations in the nonprofit and education sectors.This article will delve into the latest features of the Nonprofit and Education Cloud products and provide a comprehensive comparison between the new and the older clouds. It will highlight the many new functionalities and features included in these new Nonprofit and Education Cloud, demonstrating just how tailored they are to the unique requirements of these industries.

What’s New to Nonprofit Cloud?

The new Nonprofit Cloud offering incorporates the experience and insights gained from the industry to create a single, unified product designed to meet non-profit organizations’ distinct needs. With this new tool, nonprofits can streamline their operations and focus more of their efforts on their core mission.

Features in Nonprofit Cloud

What is New in Case Management Module?

The new Nonprofit Cloud offers a suite of new features for CMM that streamline the client support process. Here’s a breakdown of what’s new and exciting:

1. Inbound Referrals and Intake

Provides a guided flow from referral to intake to enrolment, enabling clients to receive the appropriate support quickly and efficiently. This feature also simplifies the process for staff.

2. Dynamic Assessments

Clients can complete assessments quickly and upload supporting files within a guided workflow. This feature enables staff to understand each client’s needs better.

3. Case Tracking

Ensures that the right people can access the correct information so clients stay on track. This feature also provides staff with valuable insights into each client’s progress.

4. Participant Profile

With visual tools showing a 360-degree view of a client’s engagement, staff can get up to speed quickly on each client’s progress and needs.

5. Care Plans and Care Plan Templates

This feature saves time and improves consistency by enabling staff to create Care Plans from templates and personalize them to each client’s unique needs.

6. Advanced Notes (Interaction Summaries*)

Staff can capture and view notes about each client chronologically, providing a comprehensive history of each client’s progress.

7. Advanced Notes (Interaction Summaries*)

Enables staff to track unexpected incidents during the program, ensuring the correct follow-up steps can be administered.

8. Languages supported

Supports a wide range of languages, including Chinese (Traditional and Simplified), Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Portuguese (Brazil), Russian, Spanish (Spain and Mexico), Swedish, and Thai. This makes it easier for clients from diverse backgrounds to access the support they need.

A comparison of CMM’s old and new features

S.No  Features  CMM  New CMM 
1  Use a configurable (omniscript-based) intake for referrals.  No  Yes 
2  Run assessments within the intake flow for pre-screening.  No  Yes 
3  Complete the intake in multiple sessions to edit an existing referral.  No  Yes 
4  Questions in the assessment form update dynamically based on answers to previous questions in the form.  No  Yes 
5  Upload files within the context of the assessment.  No  Yes 
6  Assign multiple case participants (e.g., the client and their primary caretaker)  No  Yes 
7  See a timeline of touchpoints involving the client (Timeline component from Health Cloud).  No  Yes 
8  View key life events (e.g., when employment ended, when the client moved housing, etc.) – Life Events components used.  No  Yes 
9  Care Plans are linked to Benefits; in NCCM, users need to track benefit progress and care plan progress separately.  No  Yes 
10  Create richer notes using a large note-taking canvas.  

and rich text formatting 

No  Yes 
11  Track incident details (location, participants, date).  No  Yes 

Features in Nonprofit Cloud

What is New in Program Management Module?

Salesforce’s new Nonprofit Cloud is a game-changer for program management module, with features designed to improve efficiency, accuracy, and insight. Here’s a closer look at what’s new for PMM.

1. Program and Benefit tracking

With centralized essential program and service information, staff can see what’s happening on the ground in real time. This feature provides invaluable insights into program performance and enables staff to respond quickly to emerging needs.

2. Setup Benefit Schedules and Sessions

This feature streamlines the creation of benefit sessions and adds participants, dramatically reducing the time needed to set up recurring services.

3. Enrol Participants

This feature streamlines the creation of benefit sessions and adds participants, dramatically reducing the time needed to set up recurring services.

4. Track Attendance

Streamlining how Service Providers take attendance reduces the time and manual errors associated with attendance tracking, freeing up staff to focus on other critical tasks.

5. Track Units of Benefit Disbursed

A standard structure for capturing service delivery data allows for real-time reporting on program performance, enabling staff to make data-driven decisions.

6. Participant Profile

Staff can quickly learn how a participant has been engaging and where they may need additional support with a 360-degree view of their engagement.

7. Languages supported

The platform now supports an extensive range of languages, including French, German, Italian, Korean, Japanese, simplified Chinese, traditional Chinese, Spanish, Latin American Spanish, Brazilian Portuguese, Thai, Swedish, Dutch, Russian, Finnish, Danish, Norwegian, and English. Program participants can now access information in their preferred language, promoting accessibility and inclusivity.

Objects equivalent to PMM in Core PMM Objects

PMM feature comparison

S.no  Features  PMM  Core PMM  Remarks 
1  Creating Programs and Benefits (Service).  Yes  Yes   
2  Defining Benefit Types. 

Benefit Type is a new concept that allows for reporting on Benefit metrics regardless of which program they’re in (e.g., how many coaching hours were delivered across all programs). 

No  Yes   
3  Rollups of key metrics (e.g., count of all people enrolled in the program) (DPE)  No  Yes   
4  Guided flow for creating many sessions within a schedule (rather than one-by-one).  Yes  Yes  In PMM, LWC is used, and in Core, PMM OmniStudio is used. 
5  Add or remove participants from individual sessions.  No  Yes   
6  See the list of sessions coming up this week from the Program, Benefit, and Benefit Schedule.  No  Yes   
7  New participants can be added to a session when attendance is taken in case there are any walk-ins. 

(In PMM, they must have registered for the service schedule to appear here.) 

No  Yes   
8  Automate the enrollment into benefits/programs when there are walk-in participants. 

(In PMM, users manually created a Program Engagement each time they wanted to track a Service Delivery. In new Nonprofit Cloud, the Program Enrollment / Benefit Assignments can be made automatically for walk-in clients). 

No  Yes   
9  Timeline and ARC (visualization tool to see all the records relating to a person) components.  No  Yes   
10  Program Cohort  Yes  No   
11  OOTB Reports and Dashboards  Yes  No   

Objects equivalent to PMM in Core PMM Objects

Salesforce new Education Cloud is a special package designed to meet the specific needs of educational institutions. The new SKU includes pre-built features, integrations, and workflows personalized to meet the unique needs of schools, colleges, and universities.

In addition, they introduced a new data model that includes new objects and fields such as student records, course offerings, and academic programs.

Features of new Education Cloud

Salesforce’s latest update to its platform offers a range of features designed to improve accounting processes, data management, and student engagement. Let us take a closer look at what’s new:

1. Accounting Subledger

Reduces reconciliation time and increases transparency by transforming transactional data in Salesforce into an accounting format, streamlining accounting processes, and providing valuable insights into financial performance.

2. Actionable List

With actionable lists, staff can build datasets containing records joining information across multiple objects according to business requirements, enabling faster and more accurate decision-making.

3. Business Rules Engine

Enables staff to build robust, scalable lookups and calculations to automate complex decisions, further enhancing the efficiency and accuracy of the decision-making process.

4. Data Processing Engine

The data processing engine extracts data from different internal sources, transforms it, and loads the newly transformed data into its destination, providing staff with clean, organized data for analysis and decision-making.

5. Document Checklist

Enables document checklist items to be exposed to applicants via Experience Cloud, driving additional actions needed as part of standard processes and improving the overall customer experience.

6. Document Generation

Document generation is provided as an additional license and requires separate contracting to sign terms before activation, providing staff with a tool to automate document creation and streamline administrative tasks.

7. Interactions Summary

Staff can capture and view notes about each client chronologically, providing a comprehensive history of each client’s progress and improving decision-making.

8. Omnistudio for Application and RFI Generation

Enables timely and accurate responses to constituents, with RFI used by Suspects, Prospects, and students to enquire about additional information or solicit help for their specific informational needs.

9. Appointment Scheduler

Helps staff meet R&A (Recruitment and Admissions) scheduling needs and enables learners to self-service in Portal, improving the customer experience.

10. Timeline View

The timeline view provides staff with a 360-degree view of prospects and their activities, enabling staff to access the timeline of activities and view details of the RFI, improving decision-making and engagement.

Comparing the old and the new:

EDA vs. Education Cloud Data Model

EDA  Education Cloud Data Model 
Standalone open source data model to: 

  • Provide customers with a starting point 
  • Support managed packages 
  • Built-in Core 
  • Interoperability 
  • Robust  

Education Cloud feature comparison

Feature  Old  New 
Accounting Subledger  Accounting Subledger Managed Package  Accounting Subledger for Education Cloud 
Transaction Data of Accounting Subledger  Journals  Transaction Journals 
Data Processing Engine  NA  Uses Data processing Engine to run the high-volume data. 
Business Rule Engine  NA  It lets you build robust, scalable lookups and calculations to automate complex decisions. 
Portal  Components were provided for creating the Portal  An online learner portal powered by Experience Cloud for new Joiners and Learners is provided. 
Automation  Powerful Flow templates are provided to aid in automations for the automatic Application approval process.  Powerful workflow automation and tailored user interfaces with OmniStudio. 
Analytics  NA  Customizable reports and dashboards providing actionable insights with CRM Analytics. 
OmniStudio  NA  Utilized for Capturing Applications, RFI, Document Generation, etc. 
Amazon Chime Integration  NA  Provided as a feature license, Customers need to have an Amazon Chime license to use this feature. 
Video calling capabilities inside Salesforce  NA  Yes 
Appointment Scheduling Capabilities  Available as part of SSH Package  Available in Education Cloud. 
Creating RFI(Request for Information)  NA  Applicants can submit the RFI using the Portal. 
Account Model  Administrative Account Model/Household Account Model  Person Account 
Actionable List  NA  Yes 

Migrate to the new products with DemandBlue

Salesforce has already launched the new Nonprofit and Education Cloud and its available now. If you’re a non-profit organization or educational institution looking to leverage Salesforce’s new Nonprofit and Education Clouds, DemandBlue is here to help. Our team of experts can help guide you through the migration process, ensuring a smooth transition to the new Nonprofit and Education Clouds and help you unlock the full potential of these powerful tools.

Additionally, we can help the existing customers learn how best to use the new Nonprofit and Education Cloud. Take advantage of the opportunity to revolutionize how you serve your constituents. – Migrate to the new programs today with DemandBlue—contact us today.