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Program Management
With Program Management, Salesforce offers an effective solution to define, plan, and deliver your nonprofit initiatives. Built on the Salesforce platform, this next-generation product enables you to track and manage your programs and the benefits they provide.
Program Management serves as a one-stop shop of key program and benefit details that helps organizations with insights into the most up-to-date information. You can use the power of the streamlined workflows to schedule benefits, enroll participants, track their attendance, and manage the benefit deliveries, with efficiency and ease.
- New and Changed Objects
Do more with the new and updated Program Management objects. - New Connect REST API Resources
These resources are new for Program Management.
New and Changed Objects
Do more with the new and updated Program Management objects.
- Manage enrollment and disbursement of benefits in a program
- Use the new Program object.
- Manage participant enrollments in a program
- Use the new ProgramEnrollment object.
- Manage case participant enrollments in a program
- Use the new CaseProgram object.
- Manage the plan for delivering the benefit
- Use the new BenefitSchedule object.
- Manage an instance of a planned benefit delivery
- Use the new BenefitSession object.
- Manage benefits in a program
- Use these new fields and the existing ones on the Benefit object.
- CurrentMonthDisbursedQty
- CurrentYearAssignedQty
- CurrentYearDisbursedQty
- PreviousMonthDisbursedQty
- PreviousYearAssignedQty
- PreviousYearDisbursedQty
- ProgramId
- Manage benefit types that group benefits in a program
- Use the new Type and UnitofMeasureId fields and the existing ones on the BenefitType object.
- Manage participants in a benefit
- Use the new ProgramEnrollmentId and UnitofMeasureId fields and the existing ones on the BenefitAssignment object.
- Manage disbursing benefits to participants and recipients
- Use these new fields and the existing ones on the BenefitDisbursement object.
- BenefitSessionId
- Description
- DisbursedQuantity
- DisbursementStatus
- ProgramEnrollmentId
- RecipientCount
- RecipientType
- UnitOfMeasureId
New Connect REST API Resources
These resources are new for Program Management.
- Add the case program to a benefit session
- Make a POST request to the new
/connect/program-mgmt/case-programs/${caseId}resource. - New request body: Case Programs Input
- New response body: Case Programs Output
- Add participants to a benefit schedule
- Make a POST request to the new
/connect/program-mgmt/benefit-schedules/${benefitScheduleId}/participantsresource. - New request body: Benefit Schedule Participants Input
- New response body: Benefit Schedule Participants Output
- Add participants to a benefit session
- Make a POST request to the new
/connect/program-mgmt/benefit-schedules/${benefitScheduleId}/benefit-sessions/${benefitSessionId}/participantsresource. - New request body: Benefit Session Participants Input
- New response body: Benefit Session Participants Output
- Create benefit disbursements for adhoc walk-in participants
- Make a POST request to the new
/connect/program-mgmt/benefit/${benefitId}/benefit-disbursementsresource. - New request body: Benefit Disbursements Input
- New response body: Benefit Disbursements Output
- Create a preview of the benefit scheduling session
- Make a POST request to the new
/connect/program-mgmt/benefit-schedulesresource. - New request body: Preview Benefit Sessions Input
- New response body: Preview Benefit Sessions Output
- Enroll participants in a program
- Make a POST request to the new
/connect/program-mgmt/programs/${programId}/enrollmentsresource. - New request body: Program Enrollments Input
- New response body: Program Enrollments Output
- Generate a benefit schedule for a benefit session
- Make a POST request to the new
/connect/program-mgmt/benefit-schedules/${benefitScheduleId}/sessionsresource. - New response body: Generate Benefit Session Output
- Update program participants
- Make a PUT request to the new
/connect/program-mgmt/programs/${programId}/enrollmentsresource. - New request body: Program Enrollments Input
- New response body: Program Enrollments Output
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