Hi everyone, I’m working with a client who is using Nonprofit Cloud for Programs, and I’m looking for some guidance on how to properly structure Care Plans in relation to Case and Case Program records.
In our current configuration,
Care Plans are set up with a master-detail relationship to the Case object — not to Case Program. I understand that Salesforce’s data model encourages tracking program-specific services through the Case Program, and ideally, Care Plans would be tied to each program enrollment via that object.
However, since our org already has active flows and configurations based on Care Plans being children of the Case, I'm wondering what the best path forward would be. I’m trying to balance future scalability and alignment with best practices while avoiding major rework of what's already in place.
Has anyone navigated a similar setup? Would adding a lookup from the Care Plan to the Case Program help bridge this gap? Or is it worth refactoring now to align more closely with Salesforce's intended structure?
Appreciate any insights or lessons learned!
What is the business use case? How are you tracking that data? Is client receiving services over time connected to Benefits or is it more about the connection between Cases and the Programs? I've only been actively using NPC for the last 6 months or so, but it seems that it's up to you which approach makes the most sense. FWIW I lean towards Care Plans because of Benefits and Benefit Disbursements. I think most important is to make the choice and do it consistently for the same use case.