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SFDO-Community-Sprints / Nonprofit-Salesforce-How-To-Series

Formerly known as NPSP Videography, this SFDO Commons Project meets at every Sprint and monthly to create short helpful Salesforce for Nonprofit product How-To videos to help Nonprofit users and admins.
https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000kHiqSAE
BSD 3-Clause "New" or "Revised" License
23 stars 3 forks source link

NOTES: PMM PLAYLIST - ORDER OF LEARNING #155

Open Billflorio opened 2 years ago

Billflorio commented 2 years ago

Intro to PMM Install PMM

PMM Objects and Data Model Intro (First 3 Key Objects: Programs, Services, Service Delivery) Work with Programs and Services

-Work with Service Deliveries -- Configure Service Delivery Summary Data -- Customize Bulk Service Deliveries https://github.com/SFDO-Community-Sprints/Nonprofit-Salesforce-How-To-Series/issues/138 https://github.com/SFDO-Community-Sprints/Nonprofit-Salesforce-How-To-Series/issues/149

PMM Expanded Data Model (P. Engagements, P. Cohorts, Service Schedules, Service Participation) -Work with Program Engagements --Enable Mass Creation of Program Engagements -Work with Service Schedule and Service Participation --Configure Service Schedules -Work with Program Cohorts --Enable Mass Program Cohort Updates https://github.com/SFDO-Community-Sprints/Nonprofit-Salesforce-How-To-Series/issues/80 https://github.com/SFDO-Community-Sprints/Nonprofit-Salesforce-How-To-Series/issues/189 https://github.com/SFDO-Community-Sprints/Nonprofit-Salesforce-How-To-Series/issues/145 https://github.com/SFDO-Community-Sprints/Nonprofit-Salesforce-How-To-Series/issues/190

Configure PMM Section - is released

barbarachristensen commented 1 year ago

Hey @Billflorio when you have a second, could you please tag in the actual tickets into your outline above? I wasn't in the room for those discussions so I want to make sure we have them all covered, everything has changed several times, as things do! :) Thank you.

Billflorio commented 1 year ago

@barbarachristensen I think I took these notes at the last sprint as we walked through what this playlist would look like but I stopped short at saying each of these topics was a single or multiple videos. I liked the tickets that seemed to be along the same lines.

barbarachristensen commented 1 year ago

@Billflorio Have we caught up on all your plan for PMM (a couple scripts still in progress of course). I can close this ticket if so

Billflorio commented 1 year ago

I haven't looked at the PMM scripts to see if they aligned with this original plan. Perhaps the team can do that today