A nonprofit plans to use the Program Management Module (PMM) to manage Its service delivery. Case managers must be able to create and edit service delivery records.
How can the consultant change the configuration to meet this requirement?
https://trailhead.salesforce.com/en/content/learn/modules/program-management-with-nonprofit-cloud/manage-nonprofit-programs-with-salesforce?trail_id=manage-programs-with-nonprofit-cloud
To allow case managers to create and edit service delivery records in the Program Management Module (PMM), you should assign the appropriate permissions through Permission Sets. Permission Sets provide a way to grant specific permissions to users without changing their profiles, making it easier to manage access to certain functionalities.
Steps:
Create a Permission Set:
Navigate to Setup -> Permission Sets.
Click 'New' to create a new permission set.
Grant Permissions:
In the new permission set, go to Object Settings.
Find and select 'Service Deliveries.'
Grant 'Create' and 'Edit' permissions.
Assign the Permission Set:
Assign the newly created permission set to the case managers who need access to create and edit service delivery records.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Permission Sets
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