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            Program Management

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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.

            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}/participants resource.
            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}/participants resource.
            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/${benefitId}/benefit-disbursements resource.
            New request body: Benefit Disbursements Input
            New response body: Benefit Disbursements Output
            Create a preview of the benefit scheduling session
            Make a POST request to the new /connect/program-mgmt/benefit-schedules resource.
            New request body: Preview Benefit Sessions Input
            New response body: Preview Benefit Sessions Output
            Enroll participants in a program
            Make a POST request to the new /connect/program-mgmt/programs/${programId}/enrollments resource.
            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/${benefitScheduleId}/sessions resource.
            New response body: Generate Benefit Session Output
            Update program participants
            Make a PUT request to the new /connect/program-mgmt/programs/${programId}/enrollments resource.
            New request body: Program Enrollments Input
            New response body: Program Enrollments Output
             
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