Anonymous Program Participation

Definition:

Programs where no personal information is collected from participants. The organization only tracks the number of people served and/or the volume of services/goods provided. All of the disbursements can be given on the same date or multiple dates. All of the disbursements can be given at the same location or multiple locations.

Assumptions:

  • The org tracks anonymous program participation and non-anonymous participation across different programs..
  • Need to determine what metrics matter (i.e. # of participants/recipients, # of benefits provided, by date, by location, etc)
  • Tracking Disbursement: Available/ Already spent, tracking for same date/ site?

Examples:

  • A youth development organization runs a Summer Backpack Program, tracking how many backpacks are distributed but not who receives them.
  • A food assistance program tracks the number of meals distributed, without collecting participant details.
  • A literacy nonprofit hosts monthly author events, recording the total number of attendees.

Not using Person Account because:

  • Are not tracking any identifiable information

Prerequisites for Salesforce Admin:

Required

  • Overall requirements met

Prerequisites for End User:

Required

  • Set up program specific information
    • Program or Benefit
    • Program Enrollment
      • Is Anonymous = TRUE (box is checked)
      • Is Active = TRUE (box is checked)

Optional

  • Set up program specific information
    • Set up Benefit Schedules with start/end dates and times
    • Set up Benefit Sessions with frequency/recurrence

Best Practices:

  • Create anonymous program enrollments as part of program creation process to ensure accurate data entry
  • Remove unneeded fields from program enrollment page layout

How to enter data (recommended):

  • Use the quick action button “New Ad Hoc Bulk Disbursement” from Program or Benefit record page
    • Choose Recipient Type > Anonymous
    • Number of Recipients - can add more than one person at a time
    • All disbursed on same date (cannot set time)
    • Creates Benefit Assignment and Benefit Disbursement records with default Disbursement Status and Program Enrollment record if not already created
    • Update Disbursement Status when completed

How to enter data (other options):

  • Record creation via Salesforce automation (screen flows, OmniStudio)
  • Record creation via third-party form tool
  • Record creation via data import tool
    • NOTE: The Data Import Wizard does not work with Nonprofit Cloud objects.