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Program and Case Management
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            Summaries of Program Participants and Benefit Disbursements

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            Summaries of Program Participants and Benefit Disbursements

            On a Program or Benefit, get a quick view of the participation and disbursements on a program and include the summary fields in your reports. These counts are updated when the Data Processing Engine definition jobs run. Work with your Salesforce admin to schedule these runs to regularly update the counts. For a real-time count, ask your Salesforce admin to manually trigger the run.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.

            The summary fields on a program show you the total program participants and how many are active. In addition, get a quick overview of how many benefits were distributed for that program the previous year, year to date, and month to date.

            Screenshot of Program record with Program Participants and Benefit Disbursement summary information.

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