Salesforce Health Cloud is a patient and member relationship platform designed to deliver personalized engagement, and provide a complete view of the patient. With Health Cloud, care teams have access to clinical and non-clinical patient and member data including current health conditions and medications, appointment history, communication preferences, and data from the EHR and other systems. Teams are able to work across entire patient and member groups to provide care, faster.
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Salesforce Nonprofit Cloud
Score 9.0 out of 10
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Salesforce for Nonprofits, the Salesforce.org Nonprofit Cloud, is a nonprofit constituent relationship management platform from Salesforce, which supports constituent engagement, fundraising, and grants. Nonprofit editions contain Salesforce Lightning Edition along with the former Nonprofit Success Pack (NPSP) combined.
The best scenario [is] that it has [a] particular object which can directly store the records of the client [who] has purchased the policy and practitioner details with [their] expertise. The users can directly book the appointment using LWC or Aura components which can be exposed on websites. The object will be linked with each other [using] a lookup relation which creates a complete framework to handle the cases and details of the clients, [their] policies, and other details as well. Booking or finding a practitioner can be done with the [Salesforce] Health Cloud app where it can use [your] current location and provide details of [available] nearby doctors. Health Cloud supports live agent as well where a user can get the details on his insurance policy and get other help if he need from the chat option with live agent.
If you only want to track donations, I'd go with something simpler. If you want to track donations and programs and connections between them, there may be nothing better. If you have no technical abilities and no budget, restricted yourself solely to what it does as described exactly in the manual. If you can't devote about 0.25FTE to the constant maintenance and upgrades, don't go with it.
[There] are particular objects such as person accounts which [are] linked with [health care company accounts if they have a policy].
We have flows and pages where a user or client can book [their] appointment with a practitioner and get instant help by raising a case or request for [an] appointment.
[Salesforce] Health Cloud keeps all the records of clients and practitioners and can link them when and where ever needed.
Objects in the managed package have [a] standard field which gives a perfect solution with out-of-the-box functionality without creating such a model or structure.
We can raise cases or requests and [use] automation tools like flows [so] the case will be assigned to [a] practitioner or the queue of the user.
Lots of connection points. I can associate a contact with an organization, an event and a donation, easily bouncing between them and pulling reports accordingly. Love this!
This system has many more features than we will ever actually use but I love that because when we have a new idea or want to try something out we don't have to switch systems, we just have to dig a little deeper into salesforce and they probably have a solution waiting for us already.
Salesforce is great at training! I love their trailhead and have used it a lot, especially when I was just getting to know the system. It is easy, fun, informative, and always there to teach me something new. I can also go at my own pace instead of many people's models of training through webinars that are almost always at inconvenient times.
The software offers a wide range of functionality, which I truly appreciate. However, there is so much there that a lot of drilling into information can be required. This can create a significant learning curve for new users.
I think Salesforce has so much functionality that it makes it difficult in terms of overall usability. Once you can figure it out, it's a 10/10, it's just getting there. If you're willing to do the work to figure it out then you're golden. For what it's worth, I don't know if you're going to find something with this level of functionality that's easier to figure out
I would say the support for Salesforce for Nonprofits is overall pretty great, as they offer many avenues to find the information you need and offer nonprofits the ability to work with Salesforce-trained volunteers or professional for free, which is useful especially during the customization process. I will say that I have often encountered situations where I needed to figure out certain information that I could not find even amongst the vast network of knowledge they provide.
As a cloud native organization with no previous Microsoft infrastructure, Salesforce was a more logical and effective option for us. The suite of products was also far more comprehensive and required less customization. We were able to adopt a "configure not code" approach to our development of systems to support our mission that lowered the cost of upgrades.
Salesforce for nonprofits is our source of truth for donor and member data.
It's made a world of difference to know we only have to look in one place for an address or donation history.
We have yet to connect Salesforce with our financial software (QBO) given the cost of the third-party connectors though I am investing a fewer lower cost options I have just found.
