To quickly set up and manage programs, benefits, referrals, and benefit schedules and
sessions, use the Program Management home page and console app.
Required Editions
Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition
availability.
User Permissions Needed
To use programs and benefits, and to schedule benefits and access related
objects:
Advanced Program Management permission set
OR
Education Cloud Full Access permission set
To manage referrals:
Case Referral permission set
OR
Education Cloud Full Access permission set
To manage indicator performance periods:
Outcome Management permission set
OR
Education Cloud Full Access permission set
Program Management provides a home page and console app to help you manage your daily tasks.
From the App Launcher, find and select Program Management. Ask your
Salesforce admin to add the Program Management home page if you don't see it in your Program
Management console app.
The Program Management home page provides a snapshot of your programs. To see its full
potential, come back to this home page after you add your program and benefit records. It
includes such useful information as recently viewed programs and benefits, new inbound
referrals, upcoming benefit sessions, and indicators that show how you're tracking against your
program management targets.
To plan for upcoming sessions and review new inbound referrals, visit the home page at the
start of your day. You can check the records by clicking them on the home page. Alternatively,
use the navigation menu in the console app to select objects.
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