Get and Connect Your Program Management Module Org

Learning Objectives 

In this project, you’ll:

• Sign up for a free Salesforce Developer Edition org that includes Program Management Module (PMM) and sample data.
  
• Connect your new Developer Edition org to Trailhead for use as a Trailhead Playground.
  
• Configure your new Trailhead Playground for hands-on projects.
  

Salesforce for Nonprofits includes both integrated platform solutions and managed packages. This project provides information about Program Management Module (PMM), a managed package.

For information about platform solutions, see the Manage Programs with Nonprofit Cloud trail.

If you’re not sure which solution your organization uses, check with your Salesforce administrator.

Before You Start

Before you start this module, consider completing the following recommended content.

• Program Management Module (PMM) Basics
  

Get to Know Program Management Module

If you work for a nonprofit or another organization serving the greater good, you need to track your programs and services to measure impact and improve operations.

Fortunately, Program Management Module (PMM) can help.

PMM is an open-source Salesforce app and data structure that provides objects and tools to manage your programs and services. It is a foundation on which you build program data and processes in Salesforce. It comes with ready-to-use reports and dashboards that you can use to make data-driven decisions to further your mission.

In this step, we guide you to sign up for a free Salesforce Developer Edition org with PMM installed, then connect it to Trailhead as a Trailhead Playground. You can go on to use that Playground to follow along with the examples in PMM modules, complete Trailhead projects for PMM, or experiment on your own to get experience with the app.

Understand Your Developer Edition Org with PMM

A Developer Edition (DE) is a free, fully featured Salesforce org separate from your organization’s Salesforce org. It's a place where you can experiment and try new things from a blank slate or special configuration. In this project, you sign up for a DE org that includes configured PMM’s tools and features, plus sample data so you can start to experiment right away.

Like many other apps available on AppExchange, PMM is a managed package. A managed package is a bundle of customized Salesforce components like objects, page layouts, report types, and automations.

Also included in this DE org is Nonprofit Success Pack (NPSP), a foundational app for nonprofit organizations. NPSP works well with PMM and provides household account and relationship records to track contacts’ connections with each other. Installing PMM and NPSP together gives you many cool features to try.

Understand Trailhead Playgrounds

Much like a real playground, a Trailhead Playground is a place for you to, well, play. It’s a test environment where you can explore and make customizations without affecting anything else—especially your production org, where your organization has active users accessing mission-critical data.

When you first log in to Trailhead, one Playground is created for you, and you can have up to 10 active Trailhead Playgrounds connected at any given time. You usually create Playgrounds from Trailhead, but in this project you sign up for a separate Developer Edition org with PMM, then connect it to Trailhead to use it as a Playground.

Sign Up for a Developer Edition Org with PMM

Let’s sign-up for the free DE org with PMM now. This org is specifically designed to work with the challenges in this and other PMM-focused badges, and may not work for other badges. Always check that you’re using the Trailhead Playground or special DE org that we recommend.

1. Sign up for a free Developer Edition org with Program Management Module by clicking the link.
   
   
2. Fill out the form.
   

• For Email, enter an active email address.
  
• For Username, enter something formatted as an email address and unique to Salesforce, but it doesn't need to be a valid email account. We suggest just adding +pmm and today’s date to your email address before the @ symbol. For example, you+pmmYYMMDD@yourdomain.com.
  

3. After you fill out the form, click Sign me up. A confirmation message appears.
   
4. When you receive the activation email (it can take up to 10 minutes or more), open it and click Verify Account.
   
5. Complete your registration by setting your password and challenge question. Note your username, password, and login URL for easy access later—you need it in the next section.
   

You’re now logged in to your Developer Edition.

Connect Your Developer Edition Org to Trailhead

Now let’s connect your Developer Edition org with PMM to your Trailhead account so you can use it here as a Trailhead Playground.

1. Make sure you're logged in to your Trailhead account.
   
2. In the Challenge section at the bottom of this page, click the playground name and then click Connect Org.
   
3. On the login screen, enter the username and password for the Developer Edition you just set up. (You might have to click Log In with a Different Username first.)
   
4. On the Allow Access? screen, click Allow.
   
5. On the Want to connect this org for hands-on challenges? screen, click Yes! 
   
6. Save it. You’re redirected back to this challenge page.
   

Great! Your Developer Edition org with PMM is now connected as a Trailhead Playground. 

There’s just one more thing to do to make sure PMM is ready for the challenges in other badges. We do that work in the next step, but first click Verify to make sure your Playground is connected and correct.

Resources 

• Trailhead: Program Management Module (PMM) Basics
• Trailhead: Trailhead Playground Management
• Documentation: Manage Your Programs with Program Management Module (PMM)
• Trailhead: Manage Your Mission with Program Management Module
• Trailhead: Administer Program Management Module (PMM)