Enhancements for Public Sector Education and Nonprofit Spring ’24.
Change of Circumstance Guided Flow
Ensure that benefit eligibility remains accurate even when circumstances change. Use guided flows to simplify the process for constituents to report a “change in circumstance” and for caseworkers to re-check eligibility and adjust disbursement amounts.
Caseworker Productivity Dashboard
Analyze caseload trends, boost productivity, and see results. Out-of-the-box data insights empower agencies to understand caseload trends, prioritize and distribute caseloads based on key factors, and visualize their impact.
Recruitment and Admissions Enhancements
Increase application completions by simplifying application processes. Empower parents and agents to start and view applications, support applications to multiple programs, and keep applicants on track with checklists that are reusable across programs.
Help students build deeper relationships. Connect students with mentors like alumni, faculty, or peers, and support them with a comprehensive portal experience.
Attribute revenue from recurring donation upgrade campaigns and understand ROI to make data-driven spend decisions. There is also a new object for payment information and a business process API that makes it easier to build integrations.
Program Management Enhancements
Save time and improve data quality with Automated Outcome Results. Experience Cloud Integration makes it possible to share your outcome strategy externally, and Care Plan Integration links individual care plans to outcomes.
Enable teams to collaborate when they’re seeking grant funding. Applicants can securely share applications, for faster information gathering and application completion. And applicant owners can control who can view and edit.
Private Funding Opportunities
Avoid unsolicited applications. Target projects closely aligned with funding priorities and manage the volume of applications you receive.
Stay tuned to the Tectonic Insights for more great news from Salesforce and the Spring ’24 Release. Enhancements for Public Sector, Education, and Nonprofit.