A nonprofit organization plans to use Program and Case Management to track its substance abuse services. When the Case Managers log in, they cannot…

In Nonprofit Cloud, access to specific features and objects is controlled by permission sets. The "Advanced Program Management" permission set grants users the necessary object and field-level security to create, read, update, and delete Program and Benefit records. If Case Managers cannot see these records, it indicates they lack the fundamental permissions required for access. Assigning this permission set is the correct step to resolve the visibility issue and enable them to perform their duties within Program and Case Management.

A. The Outcome Management permission set grants access to objects like Indicator Definitions and Results, which is separate from core Program and Benefit visibility.

C. Marking records as Active affects their operational status but does not grant visibility to users who lack the underlying object permissions.

1. Salesforce Help. (2024). Assign Program and Case Management Permission Sets. The documentation specifies that the "Advanced Program Management" permission set is required for users who "create and manage programs, benefits, and benefit schedules."

2. Salesforce Help. (2024). Nonprofit Cloud Permission Sets. This overview lists the "Advanced Program Management" permission set and describes its purpose as providing access to Program Management objects.