Salesforce.org has released new Case Management and Program Management bundles that will help human services organizations better manage their programs and clients. The new features include a program management module to track projects, customizable home screens for case managers, modified client contact records, intuitive case plans, and visual program management tracking. The release aims to provide human services organizations with unified and easy-to-use tools to manage their operations and deliver on their missions.

1. 5 Solutions For
Program
And Case
Management
By Salesforce
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2. Salesforce.org has reported a progressive release with the new Case Management and
Program Management bundles.
Human Services Accelerator is fresh out of the box. Salesforce.org's new pieces will guarantee Human
Services associations are in a great position to succeed and deliver on their missions.
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3. Program managers can now track, report, and
watch their projects initially with a unified
structure of Salesforce's Program Management
Module. Distinctive Human Services affiliations
can now deliver projects representing
unequivocal exercises, regardless of any food
circulation program at a local food bank or
training program at a destitute safe house.
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1. Case and ProgramManagement Solutions

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2. Personalized Home Screen
Organization and cater to the needs of the
clients-manager. They will now have all the
required information access within a
customizable and centralized location. The
display of clear metrics on the home screen,
metrics about your daily work, the clients you
worked for in the past week, and your overall
caseload will come useful.

5. 3. Contacts are Clients
The contacts of Case Manager are also clients.
Instead of a standard contact screen, each
contact record's head is modified to give snappy
access to essential customer data. Not
exclusively is the most-required data now
promptly accessible, it even comes powered
with the capacity to make custom customer IDs.
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4. Case Plans
An essential feature of Case Management is a
simple and intuitive wizard that permits you to
make Case Plans for customers with only a
couple of snaps. To track and accomplish your
objectives, these new Case Plans are spot on.
New Case Plans displays a clear picture of the
all-encompassing image of your clients. It
features several intuitive facets, such as Client
Goals, Goal Progress, Advanced Notes, Topic
Tagging, Topic Filtering, and more.

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5. Program Management and Tracked Visually
Program Management tracking, Program
Cohort, Service, and Service Delivery levels get
separated through lighting up visuals as per the
most recent release. These visuals are
accessible at the program level with work in
reports uninhibitedly available for anybody
searching for subtle services.

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9. Thank You
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