---
schema_version: "1"
id: fb0f0196f38a094cc1f96d92179aca495fda72ec31f8304bb1bc2a634afa72a4
title: Program and Case Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_program_case_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_program_case_management.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a8a4d842e6ad1e8f6c5915ee6574bb7660e848582e21693ba00bb7a3900c988d
description: Assist case managers and simplify program administration with AI-driven insights and streamlined setup. Use the Participant Summary subagent to quickly review a client’s history. Use the Participant Management agent in Slack to automate documentation tasks with single-command efficiency.
products:
  - Cross Cloud
release: "262"
---
# Program and Case Management

Assist case managers and simplify program administration with AI-driven insights and streamlined setup. Use the Participant Summary subagent to quickly review a client’s history. Use the Participant Management agent in Slack to automate documentation tasks with single-command efficiency.

- **[Streamline Administrative Tasks with the Enhanced Participant Management Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_program_management_streamline_administrative_tasks.htm&release=262.0.0&type=5)**  
    Boost case manager productivity by using Agentforce to automate documentation and follow-up tasks directly from your daily workspace. This update migrates the Participant Management agent to the new Agentforce Builder. The agent helps users log notes, create tasks, and manage benefits within Slack.
- **[Prepare for Client Meetings Faster with Agent-Prepared Participant Summaries](https://help.salesforce.com/s/articleView?id=release-notes.rn_program_management_prepare_for_client_meetings.htm&release=262.0.0&type=5)**  
    Review a participant’s history and program involvement in seconds by using the Participant Summary subagent of the Participant Management agent. The subagent analyzes recent interaction notes, benefit disbursements, upcoming tasks, and related records to provide a consolidated view of a client’s progress. Use these insights to foster more empathetic conversations and focus your time on the participant's immediate needs rather than manual research.