A nonprofit organization needs to track ongoing participation in its programs. A consultant has set up Benefit Schedules. When a participant is added…

When a participant is added to a Benefit Schedule in Nonprofit Cloud, a Benefit Assignment record is created to link the participant to the scheduled benefit. Concurrently, the system automatically generates the future Benefit Disbursement records according to the schedule's defined frequency and duration. While a Program Enrollment is typically a prerequisite, some implementations may automate its creation as part of a holistic process of adding a new participant to a scheduled benefit, thus ensuring the data model's integrity.

B: Contact and Program Enrollment records must already exist; they are not created by the action of adding an existing participant to a schedule.

C: Benefit Sessions are created separately to define specific service times; they are not automatically generated when a participant is added to a schedule.

1. Salesforce Help. (n.d.). Create and Manage Benefit Schedules. Salesforce. Retrieved from https://help.salesforce.com/s/articleView?id=sfdo.NPCProgramManagementBenefitSchedules.htm&type=5. (This document states, "When you add a participant to a benefit schedule, a benefit assignment record is created... Benefit disbursement records are also created based on the schedule’s frequency.")

2. Salesforce Help. (n.d.). Program Management Data Model. Salesforce. Retrieved from https://help.salesforce.com/s/articleView?id=sfdo.NPCProgramManagementDataModel.htm&type=5. (The data model illustrates that Program Enrollment is a prerequisite for Benefit Assignment.)