I tried creating a benefit schedule using the 'New Benefit Schedule' button in the Benefit object. I entered the details, and the session details appeared on the second screen. However, at the end, an error occurred: 'Something went wrong while marking Approval Status to Approved in Benefit Schedule.' Is anyone else facing the same issue? How can this be resolved? #Salesforce Developer #Nonprofit #ProgramManagement
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The coordinator that manages our prenatal workshops program would like to be able to see the name, phone, and relationship of the support person for the pregnant participant all in one place. My thoughts were to have this information live as fields on the program engagement or in a report. The issue that I am running into is whether I create fields specifically that collect this data when creating the program engagement or find a way I can pull this data from existing fields since in most cases, the support person usually lives in the same household. That being said there would be cases where the support person may not be in the same household so I am not sure how or whether I can bring this information over. Does anyone have advice as to how to go about it or guide me in the right direction? Also if anyone has any suggestions on consultants or have advice on setting up PMM let me know! #Nonprofit #ProgramManagement #PMM #Nonprofit Success Pack #Salesforce Admin
5 件の回答
Sounds like you might have a few options?
- A formula field you create to pull those data points over (depending on your lookups and if not having it 'stored' and just showing on the UI will work), or
- A rec-trig Flow for create/update that will physically write (and store) those values in non-formula fields, or
- Maybe a custom button on the dynamic lightning rec page (if you're using those) to show those particular fields from Contact.
This is how I've usually done this (but I'm not in PMM specifically).
I noticed that the fields I had added on the service delivery field set where not visible when tracking attendance on the service session record. While yes adding the field to the attendance service deliveries makes it visible on the service session, I only want certain fields to show up according to a specific service similar to what you can do with Bulk Service deliveries. Adding all of the service specific fields on the attendance service field set will make all of them show up on the attendance UI component which is not what we want. At least that is what I am seeing (see screenshot). The Prenatal workshop field pertains to one service and the other pickup field pertains to another. Both are showing up here when the service is related to our prenatal program. Only the Prenatal workshop field should be showing. Is there a way to filter fields by service if using service session record or is this only possible on bulk service deliveries? @Program Management Module (PMM) @Salesforce.org System Administrators #Nonprofit #Nonprofit Success Pack #Salesforce Admin #ProgramManagement #NPSP
3 件の回答
Hi @Ana Ruiz Gonzalez - yes, per Service you can set a different attendance tracking field sets. See the following link for more information on creating new field sets: https://help.salesforce.com/s/articleView?id=sfdo.pmm_customize_attendance.htm&type=5
Anyone know or have ideas if there is a way to possibly bring over field data from a contact record to the program engagement like a phone number? The data wouldn't be coming from the contact the program engagement is related to. @Program Management Module (PMM)@Salesforce.org System Administrators #Nonprofit Success Pack #NPSP #Salesforce Admin #ProgramManagement
Hello! Does Nonprofit Cloud for Programs come with out-of-the-box reports and dashboards at this time? I see that in late 2023 it did not.
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3 件のコメント
Good to know !
I have an example for you : one of my client wanted to see in a report who has been taking part in which Program session, including if it had a Disbursement, which Program it and which Cohort if there is one, and a few others personal informations. I have been able to do it using a Report Type.
Hi folks,
I tried creating a benefit schedule using the 'New Benefit Schedule' button in the Benefit object. I entered the details, and the session details appeared on the second screen. However, at the end, an error occurred: 'Something went wrong while marking Approval Status to Approved in Benefit Schedule.' Is anyone else facing the same issue? How can this be resolved? #Salesforce Developer #Nonprofit #ProgramManagement
I would like to link a Program or Services or Service Deliveries - or all of the above to a Grant Provider. The purpose is for reporting back to the Grant Provider. eg if Big Bertha Foundation provides a grant to the nonprofit to pay for 12 months of the Food Program, then I want to report back to BBF on the results of the program.
Has anyone already done this?
3 件の回答
Hi josh, I just thought I would follow up! Let me know if you need any additional support. Feel free to message me.
I work with the following objects- Services, Service Schedules, Service Sessions. The scenario is marking classroom attendance for kids enrolled in after school programs. In this case, the service is 'marking attendance', service schedule is the classroom (identified by location and academic session), and service session is every single day that the service is delivered (attendance is marked every single day the class meets).
When a student is added to a service schedule as a service participant, a program engagement record is created against that student. I'm trying to understand the difference between service delivery and program engagement. Is service delivery a record created for every single service session?
Also, am I correct in my understanding of the hierarchy?
Initiative > Program > Service > Service Schedule > Service Session?
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3 件の回答
Hi @Apoorva Mahale!
>> Re: am I correct in my understanding of the hierarchy? Initiative > Program > Service > Service Schedule > Service Session?
Here is the ERD for PMM in NPSP (wow that's a lot of acronyms): https://help.salesforce.com/s/articleView?id=sfdo.PMM_ERD.htm&type=5
Notes:
- Note that there is now a second ERD for Nonprofit Cloud, similar data model but it's built on a different product, so disregard that one.
- Also note that those are the default object labels, and your organization miiiiight have had at least one label change (e.g. the Programs object being relabeled to 'Initiatives')
>> Re: I'm trying to understand the difference between service delivery and program engagement. Is service delivery a record created for every single service session?
Some definitions:
- A student should have an overall program engagement for any program (Initiative). That's where participation/delivery information is aggregated for their total participation in a program across multiple services, schedules, benefits, etc. It also tracks their status in the program. Typically you only need one program engagement per Program+Contact, but you might have multiple if the student goes through a particular program multiple times.
- A student's service participant record is the most confusing! But it is necessary. It's basically their registration for an overall schedule -- and only for that one schedule. (it works with some of PMM's custom interfaces for signing people up for recurring classes)
- Then, as Terry said above, Service Delivery is participation in the specific class session on that day (or in the context of other types of programs and services, it can show that they received a specific benefit and in what quantity. This is why you can have 'service deliveries' without any 'service participant' record).
Hey there!
I recently got my hands on the NPC and I'm a bit confused about the program management. I noticed it's different from what I'm used to seeing in the program management module. Am I looking in the wrong spot or is there something I'm missing?
I'm used to seeing services, service delivery, program engagement, and other objects in the PMM, but I can't seem to find them in the NPC. Do I need to download the PMM to access these features or are they available in the NPC as well?
Thanks in advance for your help!
#ProgramManager #ProgramManagement #Nonprofit Cloud #Non-profit Cloud #Nonprofit User Groups #PMM4 件の回答
Hey @Sâmia Morse, so basically you don't need to download PMM since the same standards are already built-in in NPC, only terms has been changed, here I will match between what old terms and new terms.
- PMM > NPC
- Program > Program
- Program Engagement > Program Enrollment
- Service > Benefit & Benefit Type (They added another object Benefit Type, where Benefit has lookup relationship to Benefit Type)
- Service Delivery > Benefit Assignment & Benefit Disbursement (They added another object Benefit Disbursement, where Benefit Disbursement has lookup relationship to Benefit Assignment)
- Service Schedule > Benefit Schedule & Benefit Assignment Schedule
- Service Session > Benefit Session
So, you can keep the same idea from PMM to NPC, but only change the terms that you use.
Hope you find it helpful, let me know if you need further clarification about PMM in NPC.
Best regards,
Younes Benichou,
- PMM > NPC
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