MENU
A nonprofit wants to run an enrollment report for its education classes. Which Program Management Module object should the consultant use to build the report?
In the Salesforce Program Management Module (PMM), tracking the relationship between a person and a specific program is handled by the Program Engagement object. This object is the 'enrollment' record that bridges the gap between a Contact (or Person Account) and a Program.
Architecture of Enrollment: When a student signs up for an education class, they aren't just a name in a database; they are an 'engaged' participant in a specific initiative. The Program Engagement record stores critical enrollment data, such as the Stage (Applied, Enrolled, Completed, Withdrawn), the Start Date, and the Role of the participant.
Reporting Strategy: To build an enrollment report, the consultant uses the 'Program Engagements with Contacts' or 'Programs with Program Engagements' report types. This allows the organization to see exactly how many people are currently active in their classes.
Contextual Objects: * Service (Option B): This represents the specific activity (e.g., 'Math Tutoring') rather than the overall enrollment.
Program Cohort (Option C): This is used to group engagements into segments (e.g., 'Spring 2025 Class'), but it doesn't represent the individual's enrollment status itself.
Service Delivery (Option D): This tracks the attendance or the actual provision of the service (e.g., 'John attended the class on Tuesday').
By centering the report on Program Engagements, the consultant ensures the nonprofit can track their 'Enrollment Pipeline'---identifying how many people move from application to successful completion of their education classes.