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Program and Case Management
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            Enroll Individual Participants in Programs

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            Enroll Individual Participants in Programs

            Use a quick action to add participants to a program. To create a multi-program application or to collect more information from an applicant during the intake process, use the Intake Lightning app instead.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, Public Sector Solutions, and Net Zero Cloud. View edition availability.
            User Permissions Needed
            To add individuals to programs:

            Advanced Program Management permission set

            OR

            Education Cloud Full Access permission set

            OR

            Net Zero Cloud Admin OR Net Zero Cloud Manager permission set
            1. In the Program Management app navigation menu, select Programs.
            2. Select a program, and then click Add Participants.
              Note
              Note A participant can have only one active program enrollment at a time.
            3. In Choose Participants from, select Accounts or Contacts.
            4. Select the participants from the list.
              To find names in long lists, either search for a specific name, or filter using list views.
            5. Save your changes.
              For each participant that you add to the program, Salesforce creates a program enrollment record with the default status. If you don't have a default status, the status is set to Applied.
             
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