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Posted 07 July, 2026

Nonprofit cloud service delivery setup

Infallibletechie
Remote Nationwide, NZ Full Time
Reference: 83ac9e031aeee2fe

Job Description

I have just spun up a fresh Salesforce Nonprofit Cloud org and now need to configure the Program Management Module specifically for Service Delivery. The priorities are: Client Intake & Assessment – build or refine the intake object, screen flows, and page layouts so staff can capture demographics, eligibility, and initial needs in as few clicks as possible. Service Tracking & Follow-up – design service delivery records, automate task reminders, and surface dashboards that show who received which service, when, and what's scheduled next.

Outcome Reporting – craft custom report types and a starter Tableau CRM (or standard dashboard) that ties services back to client outcomes for board-level metrics. Clean declarative configuration is preferred; custom code only if a clear gap exists. I'll provide my current data model, a sandbox, and sample CSVs; you guide best‐practice architecture, build the pieces, and document the steps so my internal admin can maintain them afterward.

Acceptance Criteria Every user story must be demoed in the sandbox, accompanied by setup notes in a shareable document, and at least three sample reports proving Intake‐to‐Outcome data flows end‐to‐end. Qualifications Experience rolling out Service Delivery on Nonprofit Cloud, with proficiency in Flow Builder, Reports & Dashboards, and Program Management Module data architecture. #J-18808-Ljbffr

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