What configuration change allows case managers to create and edit service delivery records in the Program Management Module?

Prepare for the NPSP Cloud Consultant Exam with our comprehensive quizzes featuring flashcards and multiple-choice questions. Each question comes with hints and explanations to enhance your learning experience. Excel in your exam with effective preparation!

Changing permission sets for case managers is the correct configuration change that allows them to create and edit service delivery records in the Program Management Module. Permission sets in Salesforce are used to grant additional permissions to users beyond their profile settings. They can be tailored to provide users with access to specific objects, fields, and different functionalities required for their roles.

By updating the permission sets assigned to case managers, you can ensure they have the necessary permissions to perform actions such as creating and modifying service delivery records, which is essential for their role in managing service programs. This approach is specific and targeted, allowing for flexibility in user access without needing to overhaul broader system settings or reconfigure significant structures like sharing rules or role hierarchies.

This focus on permission management is crucial in maintaining a secure environment while enabling users to efficiently access and manage the features they need in their daily operations.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy