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Program and Case Management
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            Manage Program Cohorts and Cohort Members

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            Manage Program Cohorts and Cohort Members

            Group participants together in a program, and track them as a group—or cohort—over time. Remove a cohort member and retain their history in the cohort.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To manage cohorts and cohort members:

            Advanced Program Management permission set

            OR

            Education Cloud Full Access permission set

            Create Program Cohorts and Add Cohort Members

            To group program participants, create a cohort and add members. For example, track participants in the spring cycle as one cohort and participants in the fall cycle as another cohort.

            1. From Setup, in the Quick Find box, enter Program and Benefit Management Settings, and then turn on these settings:
              • Create and manage your programs, benefits, and goals.
              • Allow users to access all benefit assignment and goal assignment records when the user has access to the benefit assignment and goal assignment's parent records.
              • Create and manage program cohorts.
            2. In the Program Management app navigation menu, select Program Cohorts.
              1. Click New.
              2. Name the program cohort.
              3. Select the program that the cohort is for.
              4. Enter a Start Date.
              5. For additional information, select a status, enter an end date, enter the maximum number of members for the cohort, and add a description.
              6. Save your work.
            3. To add cohort members, go to the program cohort's Program Cohort Members related list, and then click New.
            4. Select the program enrollment for the program cohort member.
              A program enrollment can be active in a cohort only one time.
            5. Save your work.

            Remove a Participant from a Cohort

            To remove someone from a cohort, update the person's Program Cohort Member record. When you remove a cohort member, Salesforce keeps their history of being part of the cohort and the date that you removed them.

            1. In the Program Management app navigation menu, select Program Cohorts.
            2. From the Program Cohort Members related list, select the program cohort member that you want to remove.
            3. Edit the record and select Removed From Cohort.
            4. Save your changes.
              If the Removal Date field is blank, Salesforce sets the removal date to the current date when you save your changes.
             
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