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Trailhead

Administer Program Management Module (PMM)

Salesforce via Trailhead

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Overview

Implement Program Management Module for nonprofits and educational institutions.
  • Set yourself up to complete hands-on Program Management Module projects in Trailhead.
  • Give program managers the tools they need to work efficiently.
  • Create a flow to email many clients or program participants at once.

Syllabus

  • Set Up a Program Management Module Trial for Trailhead
    • Get and Connect Your Program Management Module Org
    • Configure Your New PMM Playground
  • Configure Permissions and Settings in Program Management Module (PMM)
    • Set Up Security
    • Streamline Adding Contacts to Programs
    • Tailor Bulk Service Deliveries to Your Process
    • Customize Service Schedules and Attendance Tracking
    • Add Attendance Summary Data
  • Build an Email Flow for Program Management Module (PMM)
    • Create Your Email Template
    • Build the Flow
    • Activate Your Flow and Add a Quick Action to Your Page Layout
    • Use Your Flow

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