Solution Design32% of the exam
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.
Evaluate the appropriate Agentforce Nonprofit, Salesforce Platform, and third-party solution options to meet nonprofit customer requirements.
~8 min read · 17 practice questions ·
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
Application Form release
- Detail
- Standard since Spring '26 (release 260), after the Winter '25 baseline
No case managers
- Detail
- Use only Program Management
Participants
- Detail
- Can be people, animals, organizations, streams or gardens
Incident object
- Detail
- Complaints, which admins can relabel
Case Referral Intake
- Detail
- Inbound and outbound referrals
Volunteer Management
- Detail
- Added in Summer '25 (release 256)
Grantmaking scope
- Detail
- Grants of currency or goods
Grantmaking licence
- Detail
- Extends the existing Salesforce licence
Payments to grantees
- Detail
- Funding Disbursement object
Grantmaking site
- Detail
- Grantmaking template, or an existing site with the Grantmaking and Budget Management objects added
Person Accounts with Grantmaking
- Detail
- Not required; strongly recommended with Fundraising or Program Management
Sources for this section (9)
- Spring '26 release notehelp.salesforce.com (opens in a new tab)
- What's Includedhelp.salesforce.com (opens in a new tab)
- Program Managementhelp.salesforce.com (opens in a new tab)
- Meet Case Managementtrailhead.salesforce.com (opens in a new tab)
- Summer '25 release noteshelp.salesforce.com (opens in a new tab)
- What's Included with Grantmakinghelp.salesforce.com (opens in a new tab)
- Meet Grantmakingtrailhead.salesforce.com (opens in a new tab)
- Grantmaking Sitehelp.salesforce.com (opens in a new tab)
- Prerequisiteshelp.salesforce.com (opens in a new tab)
- 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?
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 (17 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Choose guide-only, practice-only, or save $4 with both