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Program Management Module Managed Package
PMM Enable Mass Program Engagement Creation

PMM Enable Mass Program Engagement Creation

Mass creating Program Engagements for a Program reduces time and effort spent by your users.

Enable Mass Creation of Program Engagements

Allow users to mass create Program Engagements for a single Program directly from a Contact list view.

  1. Click Setup gear icon, then click Setup.

  2. Click the Object Manager tab.

  3. In the list of objects, click Contact.

  4. Click List View Button Layout.

  5. Next to the List View layout, click Dropdown list icon, then select Edit.

  6. In the Available Quick Actions list, select Add Contact to Program, then click Arrow icon to move it to Selected Quick Actions.

  7. Save your update.

You can now mass create Program Engagements using the Add Contact to Program button.

Shows the Add Contact to Program button on the Contacts tab

 
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Salesforce Help | Article