# Care plans, case referrals and case programs

*Agentforce Nonprofit Consultant Study Guide · Agentforce Nonprofit Feature Configuration · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/agentforce-nonprofit-feature-configuration/care-plans-case-referrals-and-case-programs*

How care plans are enabled and prepared, how the guided flow follows the page layout, how care plan templates are drafted and published, how care barriers, benefit disbursements and assignment sharing work on a care plan, and how case programs and Case Referral Intake bring people into services.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Agentforce Nonprofit Feature Configuration
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Configure Program Management, Case Management, and Outcome Management, including Action Plans, Care Plans, and Interaction Summaries.

## What the exam expects

- Enable care plans in Agentforce Nonprofit (formerly Nonprofit Cloud) and complete the prerequisites: settings, permission sets, related lists, picklist values, guided-flow fields and the Benefit Disbursements component.
- Build, publish and change care plan templates, which bundle goals and benefits with tasks from an action plan template.
- Model obstacles with care barrier types and care barriers, and relate them to care plans and goals.
- Give the right people access to benefit sessions and to goal and benefit assignments when cases move between caseworkers.
- Enroll case participants in programs from a case, and configure Case Referral Intake roles and guided flows.
- Key terms: **care plan** (goals, benefits and tasks for one individual); **care plan template** (the reusable blueprint); **care barrier** (an obstacle that blocks benefits or goals); **case program** (a program a case's participants are enrolled in); **referral request** (the intake form for a program or service).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Enable care plans | Care Plan Settings, Create and manage care plans | [Care Plans Prerequisites](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_prereqs.htm&language=en_US&type=5) |
| Care plan object access | Care Plans Access or Education Cloud Full Access | [Care Plans Prerequisites](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_prereqs.htm&language=en_US&type=5) |
| Barrier picklists | No default values for Priority, Status, Detail Type, Problem Priority | [Care Plans Prerequisites](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_prereqs.htm&language=en_US&type=5) |
| Guided flow layout | Participant last; Start before End; no sections | [Care Plans Prerequisites](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_prereqs.htm&language=en_US&type=5) |
| Published template | Can't be edited; required to create a care plan | [Create a Care Plan Template](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_create_template.htm&language=en_US&type=5) |
| Template cloning | Spring '25; Copy Care Plan Template flow template | [Spring '25 release notes](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=254&type=5), [Care Plans](https://help.salesforce.com/s/articleView?id=sf.psc_configure_use_care_plans.htm&language=en_US&type=5) |
| Benefit sessions access | Advanced Program Management permission set | [Benefit Disbursements](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_benefit_disbursements.htm&language=en_US&type=5) |
| Assignment default sharing | Private, creator only | [Assignment Access](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_sharing_settings.htm&language=en_US&type=5) |
| Parent-based access | Read gives Read; Read and Write gives Read, Write, Delete | [Assignment Access](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_sharing_settings.htm&language=en_US&type=5) |
| Parent record query limit | Up to 100,000 parent records | [Assignment Access](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_sharing_settings.htm&language=en_US&type=5) |
| Enroll Participants | No duplicate of an active enrollment | [Enroll Case Participants](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_enroll_case_participants.htm&language=en_US&type=5) |
| Submitted referral assessments | Can't be edited | [Guided Flows Setup](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_case_referral_intake_flows_setup.htm&language=en_US&type=5) |

## Check yourself

- Which Detail Type values does Help suggest for care plan details?
- When can an admin switch off access based on parent records?
- When you build a referral category form, which automatically added element do you delete before activating it?
- When do intake officers lose the ability to change a referral's assessment answers?

## Sources

- [Care Plans for Program and Case Management](https://help.salesforce.com/s/articleView?id=sf.psc_configure_use_care_plans.htm&language=en_US&type=5)
- [Care Plans Prerequisites](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_prereqs.htm&language=en_US&type=5)
- [Create a Care Plan Template](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_create_template.htm&language=en_US&type=5)
- [Manage Care Barriers](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_barriers.htm&language=en_US&type=5)
- [Manage Benefit Disbursements from Care Plans](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_benefit_disbursements.htm&language=en_US&type=5)
- [Give Caseworkers Access to Goal and Benefit Assignments Related to Care Plans](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_sharing_settings.htm&language=en_US&type=5)
- [Enroll Case Participants in Programs](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_enroll_case_participants.htm&language=en_US&type=5)
- [Case Referral Intake](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_case_referral_intake.htm&language=en_US&type=5)
- [Case Referral Intake Guided Flows Setup](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_case_referral_intake_flows_setup.htm&language=en_US&type=5)
- [Set Up the Case Referral Intake Flow](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_case_referral_intake_flows_setup_intake.htm&type=5&language=en_US)
- [Salesforce for Nonprofits release notes (Spring '25)](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=254&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams