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Trailhead

Manage Your Mission with Program Management Module

Salesforce via Trailhead

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Overview

Use Program Management Module to track your programs and service deliveries.
  • Track and optimize your services with Salesforce.
  • Manage program engagements, service deliveries, service schedules, and attendance.
  • Discover program insights with reports and dashboards in Salesforce and Tableau.

Syllabus

  • Program Management Module (PMM) Basics
    • Manage Programs with Salesforce
    • Meet Program Management Module
    • Plan Your Programs and Services
    • Create Program, Service, and Program Cohort Records
  • Service Delivery with Program Management Module (PMM)
    • Navigate Program Management Module
    • Manage Program Engagements and Program Cohorts
    • Track Service Deliveries
    • Manage Service Deliveries with Service Schedules
  • Data Analysis with Program Management Module (PMM)
    • Explore Program Reporting Basics
    • Modify PMM Reports and Dashboards
    • Connect Your PMM Data to Tableau

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