Agentforce Nonprofit Feature Configuration35% of the exam
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.
Configure Program Management, Case Management, and Outcome Management, including Action Plans, Care Plans, and Interaction Summaries.
~8 min read · 14 practice questions ·
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
Benefit availability
- Detail
- Must be Active for assignments, participants, goals and non-template care plans
Enrollment status
- Detail
- Default status, or Applied when none is set
Benefit quantity
- Detail
- Default quantity delivered in one session
Changing a schedule
- Detail
- Delete all its sessions first
Joining a schedule
- Detail
- Assignment and enrollment if missing, a disbursement per session, a schedule assignment
Removing a participant
- Detail
- Enrolled status and session not complete
Anonymous volume
- Detail
- New anonymous enrollment at ~10,000 disbursements
Attendance basis
- Detail
- Completed status; DPE template formulas
DPE run
- Detail
- Not scheduled by default; schedule-triggered flow or manual run
Cohort permission
- Detail
- Advanced Program Management permission set
Sources for this section (8)
- Create Programs, Benefit Types, and Benefitshelp.salesforce.com (opens in a new tab)
- Enroll Individual Participantshelp.salesforce.com (opens in a new tab)
- Schedule Benefit Sessionshelp.salesforce.com (opens in a new tab)
- Assign Participantshelp.salesforce.com (opens in a new tab)
- Track Benefit Disbursementshelp.salesforce.com (opens in a new tab)
- Track Attendancehelp.salesforce.com (opens in a new tab)
- Summary Calculationshelp.salesforce.com (opens in a new tab)
- Program Cohortshelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Nonprofit Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Agentforce Nonprofit Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (14 questions for this lesson)
- An official source cited for every claim
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