Nonprofit Cloud for Program Management

Use the Participant Profile page to gain insights into your participant’s details. Use field sets to view additional benefit-specific details while tracking their attendance. With the enhanced workflow to add participants to a benefit schedule, you can now easily distinguish participants added to a schedule versus participants added to individual sessions. Remove benefit participants from a benefit schedule with the new API.

Note

This release is in preview. Features described in this document don't become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can't guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. Linked documentation might not include the new features or the links in these release notes might not work yet.

• Get a 360-Degree View of a Participant Profile
  Gain insights about a participant by using the new Participant Profile page, which can be accessed from an Account record. This page gives program managers a single place to view a participant's personal details, their upcoming and used benefit disbursements, interaction summaries, associated complaints and alerts, and more.
• Track Additional Details for a Benefit Participant With Field Sets
  Review benefit-specific additional details while tracking participant attendance by using custom fields in field sets on the Benefit Disbursement object. For example, if you’re running a counseling session, you can capture additional details such as participants' mental health, any prior experience of attending such workshops, and so on.
• Distinguish Benefit Schedule Participants from Benefit Session Participants
  Use Benefit Schedule Assignment records to identify participants added to a benefit schedule. Program managers, service providers, and volunteers can use this information to distinguish between participants added to a benefit schedule versus a benefit session and to better plan logistics for a schedule.
• Remove Participants from Every Benefit Session on a Benefit Schedule at Once
  You can now remove participants from future benefit sessions in a benefit schedule by using the Remove participants from schedule API, and avoid the painstaking task of removing them individually from each benefit session. When you run the API, the participant's related Benefit Disbursement records are deleted, and the Benefit Schedule Assignment records are updated to indicate their participation end date for that benefit.
• Expose Benefit Schedule Assignment to Experience Cloud Site Users
  Let external users, such as service providers, beneficiaries, and volunteers, access the new Benefit Schedule Assignment object along with other Program Management and Case Management objects in an Experience Cloud site.
• Efficiently Collaborate with Stakeholders by Sharing Program-Related Records
  Program managers can now share Program and Program Enrollment records with selected users with the Share button on records.
• Nonprofit Cloud Program Management New and Changed Objects
  Do more with the new and updated Program Management objects.
• New and Changed Connect APIs
  Connect REST APIs help customers, partners, and ISVs integrate with Salesforce software and UIs.