When encountering an issue while configuring Nonprofit Cloud Case Management, the consultant should first check Salesforce Help to see if it is a documented issue. Salesforce Help provides extensive documentation, release notes, and known issues, making it a reliable source for troubleshooting.
Steps to Check:
Salesforce Help:
Navigate to Salesforce Help & Training.
Search for the specific issue or error message.
Review any available documentation, known issues, and suggested resolutions.
Additional Resources:
If the issue is not documented in Salesforce Help, the consultant can also check the Trailblazer Community for discussions and solutions provided by other users.
[References:, Salesforce Help & Training, Salesforce Trailhead: Salesforce Help Resources, , , ]
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