Administer Program Management Module (PMM)
Offered By: Salesforce via Trailhead
Course Description
Overview
Implement Program Management Module for nonprofits and educational institutions.
- Set yourself up to complete hands-on Program Management Module projects in Trailhead.
- Give program managers the tools they need to work efficiently.
- Create a flow to email many clients or program participants at once.
Syllabus
- Set Up a Program Management Module Trial for Trailhead
- Get and Connect Your Program Management Module Org
- Configure Your New PMM Playground
- Configure Permissions and Settings in Program Management Module (PMM)
- Set Up Security
- Streamline Adding Contacts to Programs
- Tailor Bulk Service Deliveries to Your Process
- Customize Service Schedules and Attendance Tracking
- Add Attendance Summary Data
- Build an Email Flow for Program Management Module (PMM)
- Create Your Email Template
- Build the Flow
- Activate Your Flow and Add a Quick Action to Your Page Layout
- Use Your Flow
Tags
Related Courses
Redacción para la comunicaciónGalileo University via Independent Communication Skills and Teamwork
Fullbridge via edX Sales Training: Techniques for a Human-Centric Sales Process
HubSpot via Coursera The Art of Sales - Course 1: Prepare to Stand Out
Northwestern University via Coursera Using Email for Networking in English
University of Washington via edX