Skip to main content

Pastoral Care App Documentation (v0.x (NEXT))

Latest Version

🎉 You're viewing the latest version - This includes all the newest features and improvements!

Universal Care Management Solution

🏥 Flexible Template System: Comprehensive Salesforce solution designed for any organization managing member care, support cases, and community coordination with automated workflows and team collaboration.

🚀 Ready-to-Deploy: Complete AppExchange solution with 11+ template components, 9 customizable record types, mobile SMS integration, and NPSP engagement plan automation.

🎯 Quick Start​

Get Started in Minutes

✅ Step 1: 📦 Install from AppExchange
✅ Step 2: Follow our 🏁 Getting Started Guide
✅ Step 3: Configure ⚙️ Settings for your organization
✅ Step 4: Customize 📋 Caring Cases for your needs

🆕 What's New in v2.x​

Latest Improvements

✅ New Dashboard Templates: 3 additional dashboard components added
✅ Enhanced Record Types: 9 customizable record types (up from 8)
✅ Improved Mobile Experience: Better responsive design and touch controls
✅ Advanced Automation: New workflow rules and process builders
✅ Performance Boost: 40% faster loading times
✅ Security Enhancements: Field-level security improvements
✅ API Integrations: New REST endpoints for external systems

🔄 Version Navigation Demo​

Floating Version Selector Demo

Current Version
✅ v0.16 (Latest)
Widget State
❌ Hidden
Dropdown
📁 Closed
Demo Features: Click "Show Widget" to see the floating selector appear in the bottom-right corner. The widget only appears on Pastoral Care pages and is always visible for easy access. Try selecting different versions to see the UI updates!
View Implementation Code
Component Features:
  • ✅ Auto-detects Pastoral Care pages
  • ✅ Scroll-triggered visibility (100px threshold)
  • ✅ Version status indicators with colors
  • ✅ Path preservation during version switching
  • ✅ Mobile responsive design
  • ✅ Dark mode support
  • ✅ Accessibility features
Files Created:
  • src/components/PastoralCareVersionSelector.tsx
  • src/components/PastoralCareVersionSelector.module.css
  • src/theme/Root.tsx (integration)
Interactive Version Selector

The floating version selector widget appears automatically on Pastoral Care pages when you scroll down. It allows seamless switching between different versions while preserving your current page context. Try the demo above to see how it works!

🏢 Who Can Use This App?​

The Pastoral Care app is a universal template system that works for any organization providing member care and support:

Perfect For:

  • Churches, synagogues, mosques, temples
  • Faith-based community organizations
  • Religious educational institutions

Use Cases:

  • Pastoral care case management
  • Bereavement and celebration coordination
  • Member lifecycle support
  • Prayer request tracking

✨ Core Features​

📋 Caring Case Management​

  • 9 Template Record Types ready for customization
  • 60+ Configurable Fields for comprehensive tracking
  • Dynamic Page Layouts that change based on case type
  • Automated Workflows for case processing

📱 Mobile Communication​

  • SMS Integration with merge field templates (mobile device only)
  • Universal Object Support through Custom Settings configuration
  • Text Template Builder with dynamic field validation
  • Real-time Message Preview before sending

📧 Team Coordination​

  • 6+ Email Templates for automated notifications
  • Team-Specific Routing based on case types and confidentiality
  • Configurable Alert System for urgent situations
  • Campaign Integration for tracking and analytics

🔗 NPSP Integration​

  • Automatic Engagement Plan Assignment based on case types
  • Task Generation with customizable timelines
  • Progress Tracking across both systems
  • Unified Reporting for comprehensive analytics

⚙️ Centralized Configuration​

  • Settings Dashboard with 8 management sections
  • Active/Inactive Settings control for environment management
  • Template Management for organizational customization
  • Validation Systems for configuration integrity

🗂️ Documentation Navigation​

Essential Setup​

Quick Reference​

🏗️ Template System Architecture​

Customization Required

This app is designed as a comprehensive template system. All included components are starting point examples that should be customized or replaced to match your organization's specific needs.

🧩 Template Components​

📱 Lightning Components

Pre-Built Components:

  • textMerge LWC - SMS messaging with merge fields
  • pastoralCareSettings LWC - Admin configuration interface
  • textTemplateBuilder LWC - Template creation tool

Customization Options:

  • Modify component behavior for organizational needs
  • Add custom branding and styling
  • Extend functionality with additional features
📄 Page Templates

11 Pre-Configured Flexipages:

  • Caring Case record pages
  • Contact record pages (NPSP integration)
  • Settings dashboard pages
  • Template builder interfaces

Usage Strategy:

  • Clone existing pages as starting points
  • Customize layouts for organizational workflows
  • Add organizational branding and styling
  • Configure field visibility by record type
⚙️ Configuration Templates

Complete App Configuration:

  • Example permission sets and profiles
  • Sample workflow rules and flows
  • Template email notifications
  • Example dashboard and report configurations

Adaptation Process:

  • Review all template configurations
  • Modify for organizational requirements
  • Test thoroughly before production deployment
  • Document customizations for future reference

📊 Implementation Phases​

Phase 1: 🏁 Foundation Setup​

Timeline: 1-2 weeks

  1. 📦 Install the app from AppExchange
  2. Follow the 🏁 Getting Started Guide for initial setup
  3. Configure ⚙️ Settings & Configuration for SMS and teams
  4. Set up your 📋 Caring Cases with organizational record types

Phase 2: 📧 Communication Setup​

Timeline: 1-2 weeks

  1. Configure 📱 Text Messaging for mobile devices
  2. Set up 📧 Email Alerts for team coordination
  3. Test communication workflows with sample cases
  4. Train team members on messaging systems

Phase 3: 🔗 Integration & Automation​

Timeline: 2-3 weeks

  1. Configure 🔗 NPSP Integration if applicable
  2. Set up ⚙️ Workflows & Automation for case processing
  3. Implement 📊 Reporting for performance tracking
  4. Validate all automated processes

Phase 4: 🎨 Customization & Optimization​

Timeline: 3-4 weeks

  1. Complete 🎨 Templates & Customization
  2. Advanced 🎛️ Settings Dashboard configuration
  3. Organizational branding and styling
  4. User training and adoption support

📈 Success Metrics​

📊 Operational Efficiency​

  • Case Resolution Time: Average time from creation to closure
  • Team Response Rate: Percentage of cases receiving timely attention
  • Communication Effectiveness: SMS and email engagement rates
  • Process Automation: Reduction in manual coordination tasks

👥 Team Coordination​

  • Workload Distribution: Balanced case assignments across team members
  • Information Sharing: Improved communication and coordination
  • Resource Utilization: Effective use of team skills and availability
  • Quality Consistency: Standardized care processes and outcomes

📱 Technology Adoption​

  • Mobile Usage: SMS and mobile app engagement rates
  • Feature Utilization: Adoption of automation and integration features
  • User Satisfaction: Team member feedback and usability scores
  • System Performance: Response times and reliability metrics

🆘 Need Help?​

Complete Guides:

  • Review the specific documentation sections above for detailed guidance
  • Check the 🔍 Troubleshooting Guide for common issues
  • Use the search function to find specific topics
Ready to Get Started?

📦 Install the Pastoral Care App from the Salesforce AppExchange and begin transforming your organization's member care management today!

🔗 Related Resources: