Program Management

Hello! I'm tracking down info on the Last Service Date field. It's a roll up that's recalculated nightly with an Apex Job. There is a Last Service Date field on Contact, Program Engagement, Service and Service Session.

Our Last Service Dates are totally inconsistent. Sometimes the Program Engagement field will be correct, but missing on Contact. Sometimes missing on both. 

I've gone through the steps on this Help Doc. (Except the fields aren't on a Page Layout). I've ensured the Scheduled Apex Job and the Feature Gate settings are correct. 

I saw one post where someone thought it was tied to an Attendance Status = Present, but that doesn't seem to be the case, testing on two records. 

What might be reasons for the the inconsistencies? Thanks!

My client is a non-profit that delivers services for refugees. Sometimes they create a Cohort where it makes sense.  They want a report that lists all the participants in a Cohort with some fields from the Contact record which is not accessible.   I have tried to figure out a custom Rcord Type but have not yet figured out how to make it work.

My workaround was to use the Program Engagement object and create formula fields on to the Program Engagement record to pull over the fields from the Contact record.   Not pretty but it works.

Does anyone have a better suggestion? This one is pretty clunky if you ask me....#

Hi all,

I am curious other SI partners experience creating contact RT for donors & program clients in order to make reporting more efficient and data seperate between Development team and Programs team.

Right now, I only have page layouts to distinguish between the two types of contacts but curious about others experience if using RT is a good or bad idea.

#PMM #NPSP

We've just deployed the OFM and I'm in the process of adding Funding Programs.  For context, we run the same funding programs each year, e.g. core grant fund at 2.5m per annum.  In terms of best practice i'm interested to understand if OFM users create the funding program each year, or if you would create the funding program, leaving off the Total Funding Amount, and use reporting to track disbursments?

TIA

Has anyone ever successfully assigned an Intake checklist on creation of an Intake or Program Engagement (rather than the user needing to selection one)? I've tried using a Flow to set the Action Plan Template Group Lookup field on the Program Engagement, but this does not actually cause an Intake Checklist to be created.

#Nonprofit

Does anyone have the implementation instructions for the configuration of Experience Cloud for Nonprofits?

Has anyone implemented NPSP Program Management, and used it in conjunction with V4S (Volunteers for Salesforce)?

V4S uses Campaigns (the "old way" of doing programs) to drive volunteer recruitment and onboarding.   My customer's need is more sophisticated: 

- they recruit volunteers directly from institutions (schools, universities, businesses), and need to plan and manage each of these engagements

- the volunteers can also attend classes on things like public speaking, first aid, etc, which are managed as Programs (with sessions, participants and attendance)

- they have a standard set of tasks that need to be completed during volunteer onboarding (such as police checks, passport checks, etc), and they run sessions to train up volunteers before they can go out to the field

- and then the volunteers need to be assigned to actually do the volunteering work, which is managed as Programs

So it seems that recruiting and training can be done with Program Management.  Onboarding can use either Engagement Plans or Sales Process + Path (I'm leaning toward Engagement Plans).  Then V4S manages the volunteering jobs and shifts.

Does that make sense?  Any thoughts?