# Benefits, benefit schedules and program cohorts

*Agentforce Nonprofit Consultant Study Guide · Agentforce Nonprofit Feature Configuration · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/agentforce-nonprofit-feature-configuration/benefits-benefit-schedules-and-program-cohorts*

How Program Management is configured day to day: active benefits, enrollment defaults, recurring and irregular benefit schedules, adding and removing participants, ad hoc and anonymous disbursements, attendance rates from Data Processing Engine, and program cohorts.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Agentforce Nonprofit Feature Configuration
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Configure Program Management, Case Management, and Outcome Management, including Action Plans, Care Plans, and Interaction Summaries.

## What the exam expects

- Configure programs, benefit types and benefits in Agentforce Nonprofit (formerly Nonprofit Cloud) so caseworkers can assign them, and predict an enrollment's starting status.
- Schedule recurring and irregular benefit sessions, set the default benefit quantity, and change or remove participants without losing history.
- Record services delivered outside sessions with quick actions and walk-in or anonymous bulk disbursements, and keep anonymous enrollments performant.
- Explain where attendance rates come from, and turn on and maintain program cohorts.
- Key terms: **benefit schedule** (a set of sessions for a benefit, such as a weekly class); **benefit session** (one occurrence in a schedule); **benefit disbursement** (one delivery of a benefit to a participant); **ad hoc disbursement** (a delivery outside a session); **program cohort** (a group of participants tracked together within a program).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Benefit availability | Must be Active for assignments, participants, goals and non-template care plans | [Create Programs, Benefit Types, and Benefits](https://help.salesforce.com/s/articleView?id=sfdo.NPC_PM_Create_Benefit_Types_for_a_Program.htm&language=en_US&type=5) |
| Enrollment status | Default status, or Applied when none is set | [Enroll Individual Participants](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_enroll_individuals.htm&language=en_US&type=5) |
| Benefit quantity | Default quantity delivered in one session | [Schedule Benefit Sessions](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_manage_sessions.htm&language=en_US&type=5) |
| Changing a schedule | Delete all its sessions first | [Schedule Benefit Sessions](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_manage_sessions.htm&language=en_US&type=5) |
| Joining a schedule | Assignment and enrollment if missing, a disbursement per session, a schedule assignment | [Assign Participants](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_manage_participants.htm&language=en_US&type=5) |
| Removing a participant | Enrolled status and session not complete | [Assign Participants](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_manage_participants.htm&language=en_US&type=5) |
| Anonymous volume | New anonymous enrollment at ~10,000 disbursements | [Track Benefit Disbursements](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_track_benefit_disbursements.htm&language=en_US&type=5) |
| Attendance basis | Completed status; DPE template formulas | [Track Attendance](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_track_attendance_of_prgms_benefit_sessions.htm&language=en_US&type=5) |
| DPE run | Not scheduled by default; schedule-triggered flow or manual run | [Summary Calculations](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_summary_calc.htm&type=5&language=en_US) |
| Cohort permission | Advanced Program Management permission set | [Program Cohorts](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_enroll_cohorts_members.htm&language=en_US&type=5) |

## Check yourself

- Where does a reader find a session's attendance summary?
- Why should the Enrolled value stay in the Benefit Disbursement Status picklist?
- When can an inactive program enrollment be added to a benefit schedule?
- What date does Salesforce record when a cohort member is removed with Removal Date blank?
- How many times can one program enrollment be active in a cohort?

## Sources

- [Create Programs, Benefit Types, and Benefits](https://help.salesforce.com/s/articleView?id=sfdo.NPC_PM_Create_Benefit_Types_for_a_Program.htm&language=en_US&type=5)
- [Schedule Benefit Sessions](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_manage_sessions.htm&language=en_US&type=5)
- [Assign Participants to Schedules and Sessions](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_manage_participants.htm&language=en_US&type=5)
- [Track Benefit Disbursements](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_track_benefit_disbursements.htm&language=en_US&type=5)
- [Enroll Individual Participants in Programs](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_enroll_individuals.htm&language=en_US&type=5)
- [Track Attendance of Programs and Benefit Sessions](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_track_attendance_of_prgms_benefit_sessions.htm&language=en_US&type=5)
- [Configure and Schedule Program and Benefit Summary Calculations](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_summary_calc.htm&type=5&language=en_US)
- [Manage Program Cohorts and Cohort Members](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_enroll_cohorts_members.htm&language=en_US&type=5)
- [Define Outcomes and Outcome Activities](https://help.salesforce.com/s/articleView?id=sf.outcome_management_define_outcomes_outcome_activities.htm&language=en_US&type=5)
- [Salesforce for Nonprofits (Summer '25 release notes)](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=256&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams