PMM - Program with CoHorts and Session Schedules

[jenncarneiro]

What package(s) are you trying to populate with fake data?

This project focuses on products developed and maintained by Salesforce and the Salesforce Open Source Commons.

• [ ] NPSP
• [ ] EDA
• [ ] Outbound Funds
• [x] Program Management Module
• [ ] just vanilla Salesforce
• [ ] Membership Schema

What is the scenario you're trying to support with fake data?

I want to demonstrate using the PMM to track Cohorts and session schedules.

What do you think is involved in this recipe?

Do you have a partial recipe to share? What objects or fields do you think are most important?

• Create Program representing the three high level 'topics' of training provided (Job Readiness,
• Create Contacts to represent individuals attending the sessions
• Create Accounts to represent partner organizations, whose employees provide instruction at the sessions
• Create Contacts to represent instructors leading the sessions
• Create Program Cohorts to represent each intake period (1-3)
• Create Services to represent the in-class training sessions, measurement is hours. Include some in the past
• Create a Service Schedule for each Service, with recurring sessions.
• Create Program Engagements connecting Contacts to a Cohort and a Program
• Update Service Deliveries with Attendance for Sessions in the past

Additional context