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A nonprofit using NPSP wants to track fundraising, courses, and training participation in Salesforce. What should the consultant discuss with the nonprofit?
Correct Answer: A
The Program Management Module (PMM) in Salesforce is designed to help nonprofits manage their programs and services, including tracking participation in courses and training. PMM provides the necessary tools and features to capture and report on the various activities and outcomes associated with the programs run by the nonprofit. Key Features: Service Delivery Tracking: PMM allows for detailed tracking of services provided, including courses and training sessions. Customizable Program Management: Nonprofits can configure PMM to meet their specific needs for managing programs and tracking participant engagement. Steps to Implement PMM: Install PMM: Go to the Salesforce AppExchange and install the Program Management Module. Set Up Programs and Services: Define programs and related services within PMM to reflect the courses and training offerings. Track Participation: Use the PMM features to log and manage participant data, track attendance, and monitor outcomes. Reference: Salesforce Program Management Module Documentation Salesforce Trailhead: Program Management for Nonprofits Note: While the Education Data Architecture (EDA) is tailored for educational institutions and managing student data, it is not specifically designed for nonprofits focusing on fundraising and program management like NPSP and PMM. Therefore, PMM is the more appropriate solution for tracking courses and training participation alongside fundraising activities in a nonprofit context.