Nonprofit Cloud Developer Guide
jSummer '26 (API version 67.0)
Spring '26 (API version 66.0)
Winter '26 (API version 65.0)
Summer '25 (API version 64.0)
Spring '25 (API version 63.0)
Winter '25 (API version 62.0)
Summer '24 (API version 61.0)
Spring '24 (API version 60.0)
Winter '24 (API version 59.0)
Summer '23 (API version 58.0)
Spring '23 (API version 57.0)
Introduction to Nonprofit Cloud
CarePlan
CarePlanTemplate
CarePlanTemplateBenefit
CarePlanTemplateGoal
CaseParticipant
ComplaintCase
ComplaintParticipant
GoalAssignment
GoalDefinition
Interaction
InteractionAttendee
InteractionRelatedAccount
InteractionSummary
InteractionSumDiscussedAccount
PublicComplaint
Referral
Case Management Standard Objects
Case Management data model provides objects and fields to manage cases and care plans
for your nonprofit organization.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions. |
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CarePlan
Represents an instantiation of a care plan template for a particular individual in order to reach specific goals. This object is available in API version 55.0 and later. -
CarePlanTemplate
Represents the template for a type of care plan that can be offered for a household scenario. This object is available in API version 55.0 and later. -
CarePlanTemplateBenefit
Represents a junction between a care plan template and a benefit. This object stores the benefit details of a care plan. This object is available in API version 55.0 and later. -
CarePlanTemplateGoal
Represents a junction between a care plan template and a goal definition. This object stores the goal details of a care plan template. This object is available in API version 55.0 and later. -
CaseParticipant
Represents a junction between a case, and an account or a contact. This object stores the details of the participant associated with a case. This participant could be the applicant, co-applicant, a household, or even a business account. This object is available in API version 54.0 and later. -
ComplaintCase
Represents the association between a public complaint and its corresponding case. This object is available in API version 52.0 and later. -
ComplaintParticipant
Represents a junction between a public complaint, and an account or a contact. This object stores the details of the participant who registers a complaint with the authorities. This participant could be the applicant, co-applicant, a household, or even a business account. This object is available in API version 54.0 and later. -
GoalAssignment
Represents the assignment of a goal. This object is available in API version 55.0 and later. -
GoalDefinition
Represents a goal or a business objective that’s used as a reference. When instantiated, GoalDefinition records create GoalAssignment records that serve as goals in care plans. -
Interaction
Represents an interaction (phone call, in-person meeting, or video conference) between two or more people (attendees), typically including at least one representative and one customer or partner. -
InteractionAttendee
Represents an attendee of an interaction. -
InteractionRelatedAccount
Represents a junction between an interaction and account that's related to that interaction. -
InteractionSummary
Represents the summary of an interaction, including confidentiality information. -
InteractionSumDiscussedAccount
Represents information about the companies discussed in an interaction. -
PublicComplaint
Represents the complaints submitted by public users. This object is available in API version 49.0 and later. -
Referral
Represents the information on client referrals in an organization. This object is available in API version 56.0 and later.