• Relationship and program data models. We map how your members, partners, participants and alumni connect before we configure anything, so the platform still fits as your programs grow.
• Program management. Enrollment, participant tracking and program reporting inside Salesforce, built around your flagship programs.
• Health Cloud for care programs. For nonprofits that deliver recovery, peer support or other care services, we build on Health Cloud, with intake, goals and session notes for your staff.
• Data and integration. Migration, cleanup and reporting, so leadership and funder reports come from one source.
• Managed services. Admin support, release management and roadmap planning after go-live, from the team that built your org.
• AI and agents. We design, build and support Agentforce agents on data and processes we map first, and help teams choose between Agentforce and Claude for each use case.

• Use case: program enrollment and case management. Participants move from application to enrollment to active case work as phases, with the fields each phase needs and time in stage tracked.
• Use case: grant application review. Applications step through intake, review and decision on the grant record, with an email to the applicant when the decision is recorded.
• Use case: volunteer onboarding. Sign-up, screening and orientation run as phases, with SLAs that show where a volunteer is waiting.

These use cases are examples of what Pulse Core can run. See Pulse beyond healthcare

Keep exploring: Pulse Core, AI practice, Free org health check, All customer stories, Professional Services overview

Prefer to start in writing? Tell us about the project and we will set up a working session. Talk to Professional Services