A nonprofit organization plans to use Program and Case Management to track its substance abuse services. When the Case Managers log in, they cannot see any of the Program and Benefit records that have been set up. What should the organization do to resolve the issue?
Correct Answer: B
In Nonprofit Cloud, access to core functionality is governed by specific industry-aligned permission sets. If Case Managers are unable to see Program and Benefit records, it is typically a matter of missing object-level and feature-level permissions. The Advanced Program Management permission set is a critical requirement for users who need to interact with the full program lifecycle. Permissions included in Advanced Program Management: * Object Access: It grants Read, Create, Edit, and Delete access (depending on the specific assignment) to the Program, Benefit, Benefit Type, and Benefit Schedule objects. * Functional Access: It allows users to manage Program Enrollments and track Benefit Disbursements . * Visibility: Without this permission set (or a Permission Set Group containing it), the objects remain hidden from the user's navigation bar and global search, even if the records are marked as "Active." Step-by-Step Resolution: * The Admin should navigate to Setup > Users. * Select the Case Manager users. * Click Permission Set Assignments > Edit Assignments. * Add Advanced Program Management to the assigned list. * Note: If the organization wants to limit Case Managers to "Read-Only," they would use this permission set in conjunction with a Muting Permission Set within a Permission Set Group. Why other options are incorrect: * Outcome Management (Option A): This grants access to impact tracking (Outcomes, Indicator Definitions) but does not provide the primary access to the Program and Benefit service delivery objects. * Status Marking (Option C): While a record should be active for operational use, "Active" status on a record does not override Salesforce security. If the user doesn't have object-level permissions via a permission set, they cannot see the record regardless of its status.
