Agentforce Nonprofit Feature Configuration35% of the exam
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.
Configure Program Management, Case Management, and Outcome Management, including Action Plans, Care Plans, and Interaction Summaries.
~7 min read · 14 practice questions ·
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
Enable care plans
- Detail
- Care Plan Settings, Create and manage care plans
Care plan object access
- Detail
- Care Plans Access or Education Cloud Full Access
Barrier picklists
- Detail
- No default values for Priority, Status, Detail Type, Problem Priority
Guided flow layout
- Detail
- Participant last; Start before End; no sections
Published template
- Detail
- Can't be edited; required to create a care plan
Template cloning
- Detail
- Spring '25; Copy Care Plan Template flow template
Benefit sessions access
- Detail
- Advanced Program Management permission set
Assignment default sharing
- Detail
- Private, creator only
Parent-based access
- Detail
- Read gives Read; Read and Write gives Read, Write, Delete
Parent record query limit
- Detail
- Up to 100,000 parent records
Enroll Participants
- Detail
- No duplicate of an active enrollment
Submitted referral assessments
- Detail
- Can't be edited
Sources for this section (8)
- Care Plans Prerequisiteshelp.salesforce.com (opens in a new tab)
- Create a Care Plan Templatehelp.salesforce.com (opens in a new tab)
- Spring '25 release noteshelp.salesforce.com (opens in a new tab)
- Care Planshelp.salesforce.com (opens in a new tab)
- Benefit Disbursementshelp.salesforce.com (opens in a new tab)
- Assignment Accesshelp.salesforce.com (opens in a new tab)
- Enroll Case Participantshelp.salesforce.com (opens in a new tab)
- Guided Flows Setuphelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Nonprofit Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Agentforce Nonprofit Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (14 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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