# Program, outcome and indicator data model

*Agentforce Nonprofit Consultant Study Guide · Solution Design · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/solution-design/program-outcome-and-indicator-data-model*

Map program delivery to Program, Program Enrollment, Benefit, Benefit Assignment, Benefit Disbursement, schedules and cohorts, record walk-in and anonymous services, and model impact with outcomes, outcome activities, impact strategies and the indicator objects.

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

**Official exam objective:**

> Align customer business processes to the data model, features, and capabilities of Agentforce Nonprofit.

## What the exam expects

- Map a nonprofit's services to Program, Program Enrollment, Program Cohort, Benefit, Benefit Type, Benefit Assignment, Benefit Disbursement and Benefit Schedule.
- Choose how delivery is recorded: scheduled sessions with attendance, ad hoc disbursements for walk-ins, or anonymous disbursements against an anonymous enrollment.
- Model one participant's support across several programs with a single case.
- Map an impact strategy to Outcome, Outcome Activity, Impact Strategy and the four indicator objects, and tell program indicators from outcome indicators.
- Route money flows to Fundraising or Grantmaking objects, not program objects.
- Key terms: **benefit assignment** (how much of a benefit a participant should receive); **benefit disbursement** (when and how much was delivered); **outcome activity** (links an outcome to the work that drives it); **indicator assignment** (connects an indicator definition to a program or an outcome); **output** (an indicator assigned to a program).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Benefit definition | Every benefit needs a unit of measure and a benefit type | [Translate Your Programs](https://trailhead.salesforce.com/content/learn/modules/programs-and-benefits-in-nonprofit-cloud-for-programs/translate-your-programs-to-nonprofit-cloud) |
| Program Cohort | Groups program enrollments by cycle, start date or operational group | [Meet Programs](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-programs-quick-look/meet-nonprofit-cloud-for-programs) |
| Active enrollments | One active program enrollment per participant per program at a time | [Track Benefit Disbursements](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_track_benefit_disbursements.htm&type=5&language=en_US) |
| Upcoming sessions | Add recipients to the benefit session as participants | [Manage Ad Hoc Disbursements](https://trailhead.salesforce.com/content/learn/modules/attendance-and-benefit-tracking-in-nonprofit-cloud-for-programs/manage-ad-hoc-disbursements-and-anonymous-recipients) |
| Ad hoc bulk participant pick | Up to 20 participants per save | [Manage Ad Hoc Disbursements](https://trailhead.salesforce.com/content/learn/modules/attendance-and-benefit-tracking-in-nonprofit-cloud-for-programs/manage-ad-hoc-disbursements-and-anonymous-recipients) |
| Bulk ad hoc on scheduled benefits | Added in Summer '25 (release 256) | [Summer '25 release notes](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=256&type=5) |
| Cases | Can span multiple programs and include many individuals | [Meet Case Management](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-programs-case-management-quick-look/meet-nonprofit-cloud-for-programs-case-management) |
| Outcome fields | Name and Status; Intended Direction and Term optional | [Define Outcomes](https://help.salesforce.com/s/articleView?id=sf.outcome_management_define_outcomes_outcome_activities.htm&language=en_US&type=5) |
| Outcome permissions | Outcome Management, plus Program and Benefit Management Access to link programs or benefits | [Define Outcomes](https://help.salesforce.com/s/articleView?id=sf.outcome_management_define_outcomes_outcome_activities.htm&language=en_US&type=5) |
| Baseline and target | Stored on Indicator Performance Period | [Understand Outcome Management](https://trailhead.salesforce.com/content/learn/modules/outcome-management-quick-look/understand-outcome-management) |

## Check yourself

- When can a participant hold two active enrollments in the same program?
- Why does the bulk ad hoc screen warn you when a benefit has a schedule?
- How many participants can you select in one ad hoc bulk disbursement?
- Which two optional fields can describe an outcome beyond its Name and Status?

## Sources

- [Meet Agentforce Nonprofit for Programs](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-programs-quick-look/meet-nonprofit-cloud-for-programs)
- [Manage Ad Hoc Disbursements and Anonymous Recipients](https://trailhead.salesforce.com/content/learn/modules/attendance-and-benefit-tracking-in-nonprofit-cloud-for-programs/manage-ad-hoc-disbursements-and-anonymous-recipients)
- [Track Benefit Disbursements](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_benefits_track_benefit_disbursements.htm&type=5&language=en_US)
- [Translate Your Programs to Agentforce Nonprofit](https://trailhead.salesforce.com/content/learn/modules/programs-and-benefits-in-nonprofit-cloud-for-programs/translate-your-programs-to-nonprofit-cloud)
- [Understand Outcome Management](https://trailhead.salesforce.com/content/learn/modules/outcome-management-quick-look/understand-outcome-management)
- [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)
- [Meet Agentforce Nonprofit for Programs Case Management](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-programs-case-management-quick-look/meet-nonprofit-cloud-for-programs-case-management)
- [Salesforce for Nonprofits (Summer '25 release notes)](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=256&type=5)
- [Fundraising in Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.NPC_FR_Nonprofit_Cloud_Fundraising.htm&language=en_US&type=5)
- [Meet Agentforce Nonprofit for Fundraising](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-fundraising-quick-look/meet-nonprofit-cloud-for-fundraising)
- [Meet Grantmaking](https://trailhead.salesforce.com/content/learn/modules/grantmaking-quick-look/meet-grantmaking)

## About the full unit

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