# Program, case and grantmaking feature fit

*Agentforce Nonprofit Consultant Study Guide · Solution Design · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/solution-design/program-case-and-grantmaking-feature-fit*

Which program, case, volunteer and grantmaking capability fits a nonprofit requirement: Program Management alone or with case management, incidents, referrals and providers, Record Alerts, Volunteer Management as a current-release add-on, and when Agentforce Nonprofit for Grantmaking, its site, budgets and approvals are the answer.

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

**Official exam objective:**

> Evaluate the appropriate Agentforce Nonprofit, Salesforce Platform, and third-party solution options to meet nonprofit customer requirements.

## What the exam expects

- Decide when Program Management alone fits and when case management tools are needed, including programs that serve organizations, animals or places.
- Choose Agentforce Nonprofit case management over plain Service Cloud cases, and pick the case tool for incidents, outbound referrals, external providers and record-change alerts.
- Recognise Volunteer Management as a current-release capability added after the Winter '25 baseline.
- Recommend Agentforce Nonprofit for Grantmaking for organizations that give grants of money or goods, and distinguish it from the Grants Management managed package.
- Fit Grantmaking needs to its features: funding opportunities on a site, budgets, disbursements, document checklists and approvals, Outcome Management, and the Person Accounts decision.
- Key terms: **participant** (anyone or anything enrolled in programs and benefits); **Complaint Management and Incident Tracking** (tools to track and resolve unforeseen incidents); **Provider Management** (a data model for a network of external organizations); **funding opportunity** (an available grant with instructions and dates); **funding disbursement** (money sent to a grantee).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Application Form release | Standard since Spring '26 (release 260), after the Winter '25 baseline | [Spring '26 release note](https://help.salesforce.com/s/articleView?id=release-notes.rn_grantmaking_future_proof_your_application_process.htm&release=260&type=5) |
| No case managers | Use only Program Management | [What's Included](https://help.salesforce.com/s/articleView?id=sfdo.npc_whats_included_in_nonprofit_cloud.htm&type=5&language=en_US) |
| Participants | Can be people, animals, organizations, streams or gardens | [Program Management](https://help.salesforce.com/s/articleView?id=sfdo.NPC_PM_Activate_the_Program_Management_Data_Processing_Engine_Definition_Templates.htm&language=en_US&type=5) |
| Incident object | Complaints, which admins can relabel | [Meet Case Management](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-programs-case-management-quick-look/meet-nonprofit-cloud-for-programs-case-management) |
| Case Referral Intake | Inbound and outbound referrals | [What's Included](https://help.salesforce.com/s/articleView?id=sfdo.npc_whats_included_in_nonprofit_cloud.htm&type=5&language=en_US) |
| Volunteer Management | Added in Summer '25 (release 256) | [Summer '25 release notes](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=256&type=5) |
| Grantmaking scope | Grants of currency or goods | [What's Included](https://help.salesforce.com/s/articleView?id=sfdo.npc_whats_included_in_nonprofit_cloud.htm&type=5&language=en_US) |
| Grantmaking licence | Extends the existing Salesforce licence | [What's Included with Grantmaking](https://help.salesforce.com/s/articleView?id=sf.grmk_whats_included_with_grantmaking.htm&language=en_US&type=5) |
| Payments to grantees | Funding Disbursement object | [Meet Grantmaking](https://trailhead.salesforce.com/content/learn/modules/grantmaking-quick-look/meet-grantmaking) |
| Grantmaking site | Grantmaking template, or an existing site with the Grantmaking and Budget Management objects added | [Grantmaking Site](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_grantmaking_site.htm&type=5&language=en_US) |
| Person Accounts with Grantmaking | Not required; strongly recommended with Fundraising or Program Management | [Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Person_Accounts_and_Party_Relationship_Groups.htm&language=en_US&type=5) |

## Check yourself

- Why can a case worker pick up a colleague's participant without losing context?
- Why should a new Grantmaking build avoid relying on the Individual Application object?
- Which visualizations does a Participant Profile bring together?
- When a case manager closes a case, what happens to the record?

## Sources

- [What's Included in Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.npc_whats_included_in_nonprofit_cloud.htm&type=5&language=en_US)
- [Meet Agentforce Nonprofit for Programs](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-programs-quick-look/meet-nonprofit-cloud-for-programs)
- [Meet Agentforce Nonprofit for Programs Case Management](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-programs-case-management-quick-look/meet-nonprofit-cloud-for-programs-case-management)
- [Get Started with the Case Object](https://trailhead.salesforce.com/content/learn/modules/cases-in-nonprofit-cloud-for-programs/get-started-with-the-case-object)
- [Translate Your Programs to Agentforce Nonprofit](https://trailhead.salesforce.com/content/learn/modules/programs-and-benefits-in-nonprofit-cloud-for-programs/translate-your-programs-to-nonprofit-cloud)
- [Program Management](https://help.salesforce.com/s/articleView?id=sfdo.NPC_PM_Activate_the_Program_Management_Data_Processing_Engine_Definition_Templates.htm&language=en_US&type=5)
- [Complete Nonprofit Cloud Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Person_Accounts_and_Party_Relationship_Groups.htm&language=en_US&type=5)
- [Volunteer Management](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_volunteer_management.htm&type=5&language=en_US)
- [Salesforce for Nonprofits (Summer '25 release notes)](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=256&type=5)
- [Meet Grantmaking](https://trailhead.salesforce.com/content/learn/modules/grantmaking-quick-look/meet-grantmaking)
- [What's Included with Grantmaking](https://help.salesforce.com/s/articleView?id=sf.grmk_whats_included_with_grantmaking.htm&language=en_US&type=5)
- [Set Up a Grantmaking Experience Cloud Site](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_grantmaking_site.htm&type=5&language=en_US)
- [Configure an Application Record Type for Grantmaking](https://help.salesforce.com/s/articleView?id=ind.psc_config_appl_recd_type_grantmaking.htm&type=5&language=en_US)
- [Future-Proof Your Application Process with the Application Form Object (Spring '26 release notes)](https://help.salesforce.com/s/articleView?id=release-notes.rn_grantmaking_future_proof_your_application_process.htm&release=260&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 17 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams