You are here:
Configure and Schedule Program and Benefit Summary Calculations
To summarize program participation and benefit disbursement data, Program Management provides three Data Processing Engine definition templates. Use the Data Processing Engine to calculate attendance rates and to transform and summarize program enrollment and benefit disbursement data into new records. Clone, customize, and activate these templates. The Program Management Data Processing Engine Definitions are not scheduled to run automatically by default. To run them on a schedule, create a schedule-triggered flow.
Required Editions
| Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability. |
Program Management provides these Data Processing Engine templates:
- Aggregate Program Enrollment
- Aggregates total program enrollments and active program enrollments across all programs.
- Aggregate Benefit Assignment and Benefit Disbursement
- Aggregates total quantity of benefit assignments and disbursements per benefit for current and previous years.
- Calculate Benefit Session and Program Enrollment Attendance Rate
- Aggregates the attendance rate for benefit sessions and programs. Two versions of this template are provided, one for data executed on the CRM Analytics platform type and one for data executed on the Data 360 platform type. Use the template that was designed for how you store your Salesforce data.
For more information about the Data Processing Engine aggregation calculations, see Benefit and Program in the Nonprofit Developer Guide.
Clone and Activate the Program Management Data Processing Engine Definition Templates
Preserve the original Data Processing Engine definition templates, and work with a cloned version, so that you can customize it for your specific needs.
Required Editions
| User Permissions Needed | |
|---|---|
| To customize program management: | Advanced Program Management permission set OR Education Cloud Full Access permission set |
| To clone and activate a Data Processing Engine definition: | Customize Application AND Modify All Data |
| To create a business automation flow: | Manage Flows |
| To run a Data Processing Engine definition: | Customize Application AND Modify All Data AND Data Pipelines Base User |
- Enable data pipelines.
- From Setup, in the Quick Find box, enter Data Processing Engine, and then select it.
-
Select a template.
For example: select Aggregate Program Enrollment.
-
Click
, and then select Save As.
- Enter a name and then press Tab to automatically populate the API name.
- Select Program Management Rollups as the process type.
- Save your changes and activate your definition.
- Similarly, clone and activate the Aggregate Benefit Assignment and Benefit Disbursement template and the Calculate Benefit Session and Program Enrollment Attendance Rate template.
Create a Schedule-Triggered Flow to Run Data Processing Engine Jobs
To run the Data Processing Engine definitions at regular intervals, create a schedule-triggered flow. Alternatively, skip setting up a schedule-triggered flow and manually run the definitions from the Data Processing Engine builder.
Required Editions
| User Permissions Needed | |
|---|---|
| To customize programs and benefits: | Advanced Program Management permission set OR Education Cloud Full Access permission set |
| To manage a flow: | Manage Flow app permission |
Running Data Processing Engine definitions count against the total processing time in your org. Talk to your account executive about purchasing more processing time if you anticipate that the schedule you set up is likely to exceed the total processing time you purchased. For the Aggregate Benefit Assignment and Benefit Disbursement template, create a schedule-triggered flow that uses formula resources for date data types.
- From Setup, in the Quick Find box, enter Flows and then select Flows.
- Click New Flow, and then select Schedule-Triggered Flow.
- Set the start date and time and frequency that it runs.
- Add an Action to the flow.
-
Select the DPE template that you cloned and activated.
For example: select Calculate Benefit Session and Program Enrollment Attendance Rate.
- Give the Action element a Label and API Name.
- For the Aggregate Benefit Assignment and Benefit Disbursement definitions, add formula resources for date data types, and use the sample formulas listed here to customize the flow.
- Save and activate the flow.
The DPE template calculations will run on the schedule you set, updating and refreshing the data according to the schedule you set. To make sure that the definitions don't stop running, track your DPE usage in the Data Manager.
To run the Aggregate Benefit Assignment and Benefit Disbursement definitions, provide the schedule-triggered flow with formula resources for date data types. You can use these sample formulas in your flow.
- Current Date
- {!$Flow.CurrentDate}
- Current Month Start Date
- DATE(YEAR({!$Flow.CurrentDate}),MONTH({!$Flow.CurrentDate}),1)
- Current Year Start Date
- DATE(YEAR({!$Flow.CurrentDate}),1,1)
- Previous Month Start Date
- IF(MONTH({!$Flow.CurrentDate})=1,DATE(YEAR({!$Flow.CurrentDate}),12,1),DATE(YEAR({!$Flow.CurrentDate}),MONTH({!$Flow.CurrentDate})-1,1))
- Previous Year Start Date
- DATE(YEAR({!$Flow.CurrentDate})-1,1,1)
