This package helps in-school resource teams and school-adjacent offices of education and wraparound support teams track students and families and the supports they need and receive. It combines Salesforce's program management tools with a case management layer for the staff who work directly with students and families, so case managers can see their caseloads and log check-ins, and leadership can report on services delivered across every school or site.

Standard Components

  • Page layouts and buttons so staff can log services, check-ins, and conversations directly from a student or family record.

  • Back-end automations that keep program information aligned, whether you’re serving one student or the whole family.

  • Case assignment rules so the right people receive the information they need, whether that is based on the student’s assigned school, the program a family is applying for, or other information. Assignment rules can be based on information like a family’s zip code, a child’s school, etc.

  • A follow-up automation: when a case note is marked as needing follow-up, a task is created for the assigned case manager.

  • Extended data rollups, including unique students served per program, unique families served per program, services delivered by school or site, and students served this month, last month, and two months ago.

  • Standard student-support fields for school or site, grade level, and McKinney-Vento status.

  • Setup for anonymous service deliveries, so walk-ins and group events can be counted without a completed intake.

  • Three dashboards: a case manager home page (caseload, upcoming follow-ups, and recent services), a coordinator view (caseload size and students or families seen per week), and a leadership dashboard (services delivered by program, site, and demographics).

Customizable Components

  • Once your data model is finalized, we'll build records for up to 5 programs and 20 services or benefits, with documentation so you can add more as your offerings change.

  • One action plan template for a standard service pathway, and instructions on how to create more for specific programs.


Requirements

  • Available for either Agentforce Education (Education Cloud) or Agentforce Nonprofit (Nonprofit Cloud)

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Student & Family Referrals and Intakes