3.1 Creating NPC Case with Participants from Referral: Salesforce NonProfit Cloud Program Management скачать в хорошем качестве

3.1 Creating NPC Case with Participants from Referral: Salesforce NonProfit Cloud Program Management

Creating a Case from a Referral and adding/updating Case Participants. Reviewing newly created and existing Case records that are included in the Trial Org. 0:00 intro and pre-work: Omniscript activation 0:31 creating a Case from a Referral 3:54 adding and updating Case Participants 5:03 reviewing the newly created Case record 5:44 reviewing an existing Case record - included in the Trial 6:25 next steps Here is the full Playlist:    • NonProfit Cloud (NPC) Program Management -...   NonProfit Cloud (NPC) Program Management - Case Management Trailheads - end-to-end using a Trial Org Here are the videos in this Playlist:    • 1.0 Build test NPC Benefit and Program rec...   1.0 Build test NPC Benefit and Program records - Salesforce Nonprofit Cloud Program Management    • 2.1 Add Participants to an NPC Program - S...   2.1 Add Participants to an NPC Program - Salesforce Nonprofit Cloud Program Management    • 2.2 Creating NPC Benefit Schedules and Ses...   2.2 Creating NPC Benefit Schedules and Sessions - Salesforce Nonprofit Cloud Program Management    • 2.3 Adding NPC Participants to Benefit Sch...   2.3 Adding NPC Participants to Benefit Schedules of Sessions - Salesforce Nonprofit Cloud Prgrm Mgmt    • 2.4 NonProfit Cloud NPC Data Model ERD - T...   2.4 NonProfit Cloud NPC Data Model ERD - Trailhead Jargon - Salesforce Program Management    • 2.5 Updating NPC Attendance for Multiple P...   2.5 Updating NPC Attendance for Multiple Participants: Salesforce NonProfit Cloud Program Management    • 2.6 Tracking Ad Hoc or Anonymous NPC Recip...   2.6 Tracking Ad Hoc or Anonymous NPC Recipients: Salesforce NonProfit Cloud Program Management    • 3.0 Omniscript NPC "Create Referral Case" ...   3.0 Omniscript NPC "Create Referral Case" Activation: Salesforce NonProfit Cloud Program Management    • 3.1 Creating NPC Case with Participants fr...   3.1 Creating NPC Case with Participants from Referral: Salesforce NonProfit Cloud Program Management    • 4.1 NPC Goal Definition and Action Plan Te...   4.1 NPC Goal Definition and Action Plan Template: Salesforce NonProfit Cloud Program Case Management    • 4.2 NPC Building new Care Plan Template wi...   4.2 NPC Building new Care Plan Template with Action Plan: Salesforce NonProfit Cloud Prgrm Case Mgmt    • 4.3 NPC Build Care Plan from Template w Go...   4.3 NPC Build Care Plan from Template w Goals/Benefits: Salesforce NonProfit Cloud Prgrm Case Mgmt    • 4.4 Manage and Close Care Plan - Intro to ...   4.4 Manage and Close Care Plan - Intro to Industries Cloud Resources - Salesforce NonProfit Cloud