Dashboard
Community events and distributions
Campaigns
What types of activities should be recorded as campaigns in Salesforce?
Community events and distributions.
What is the purpose of an intake in Salesforce?
To document a specific opportunity to support a resident.
Why is it important to update a resident’s case plan?
To track ongoing support and goals for a resident.
What is the main purpose of completing an assessment with a resident?
To identify the resident’s needs and strengths.
Conversations that connect residents with skills or resources or touch on conflict crisis
Client Notes
When creating a new community event campaign, where do you go first in Salesforce?
Navigate to Program Cohort.
Name one example of a situation that should be documented as an intake.
Late or unpaid rent, or a referral.
What should a case plan include to help a resident work toward success?
Goals and action steps.
Name one area of a resident’s life that an assessment may help identify support needs for.
Housing stability, employment, or access to resources.
Specific opportunities to support a resident, including late/unpaid rent, referrals, etc.
Intakes
When creating a new campaign, what information should you add after selecting the appropriate record type?
Enter the campaign details and save, then add campaign members and volunteers as applicable.
If a resident needs a referral to a community resource, what should you create in Salesforce?
An intake.
Why is it important to update a resident’s case plan?
To track progress toward their goals.
Who should participate in discussing a resident’s needs during an assessment?
The resident and the holder of the case plan.
Ongoing resident support work. Any follow-up or support beyond intake
Case Plan
Name two important steps to complete when closing a campaign after a community event.
Mark attendees as attended and change the campaign status to Complete.
When should an RSC create an intake in Salesforce?
When a resident has a specific support need or referral opportunity to document.
Who should be involved in identifying goals for a resident’s case plan?
The resident and the Resident Services Coordinator (RSC).
Why is it important to document assessment information accurately in Salesforce?
To maintain accurate records of the resident’s needs and support.
Resident records are important directly from Yardi. Do not
Create new resident records
If you want to create a new campaign using an existing campaign as a template, what option do you select from the dropdown menu?
Select “Clone” to copy the existing campaign, then update the campaign details for the new event.
What is the difference between an intake and a case plan in Salesforce?
An intake documents a specific support opportunity, while a case plan tracks ongoing resident support.
What is the difference between an intake and a case plan?
An intake documents a support opportunity, while a case plan tracks ongoing support and goals.
What is the difference between an assessment and a case plan?
An assessment identifies needs, while a case plan outlines goals and action steps.