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Program Management Module/Nonprofit Cloud Case Management
Consultant Fundamentals


Please Note: In order to access many of the links on this page, you must be an active Salesforce.org Network Partner, an approved member of the SFDO Consulting Partner Central (Private) Chatter group on the Power of Us Hub. Learn more about becoming a Salesforce.org Consulting Network Partner, which includes access to the Power of Us Hub. Contact sfdopartners@salesforce.com with questions.

Nonprofit Success Pack’s Program Management Module (PMM) is a simple data architecture to track programs, program engagements, and service delivery. Organizations can use it to manage their programs and extract meaningful impact data about their programs from Salesforce. 

Nonprofit Cloud Case Management enables service providers to understand exactly where a client is in their journey through an organization’s programs and guide them through next steps. Having programs, services, and clients in a single system helps service providers manage large caseloads while maintaining personalized care, ensuring no one slips through the cracks. Case Management includes PMM.

Below, if an asset is listed but there is no link, it means that this resource is currently under development. Check back on this page for updates as new links become available.


Getting Started as a PMM/Case Management Consultant 

Program Management Module Group (Power of Us Hub login required)


PMM and NPSP


Nonprofit Cloud Case Management Group (Power of Us Hub login required)

Case Management for Human Services

Case Management and Your Salesforce Instance

Case Management and the Program Management Module (PMM)


Introduction to PMM/Nonprofit Cloud Case Management

PMM/Case Management Enablement Training - Recordings (On Demand)

Password required: ProgramManage

  • Part 1 - PMM Case Management Fundamentals
  • Part 2 - PMM Case Management Sales Training
  • Part 3 - PMM Case Management Deep Dive

Implement PMM/Case Management