Salesforce Nonprofit Case Management | Tableau Exchange

Salesforce Nonprofit Case Management

by Tableau


Gain meaningful insights into your program and client data with actionable dashboards on intake, assessment results, service delivery trends, clients, and staff capacity. In just a few clicks, you’ll be able to connect to your data in Nonprofit Cloud Case Management to create dashboards that help you understand how you’re serving clients and track program goals. This dashboard includes all of the visualizations from the Nonprofit Program Management dashboard, plus additional insights focused specifically on Case Management.

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • Slalom - Global Data & Analytics and Business Expertise from Tableau's top SI
  • Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics


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