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
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).
