---
schema_version: "1"
id: 7691dffa83324df8a30dcf11015b6ed1b2aefc555b6c524b22ee9ca79228d62c
title: Configure Programs and Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_configure_programs_services.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_programs_services.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f8e7edfae2949e4b8bcb121f470b41c0c1e6dd4104e32cb734a410e9c0a80908
description: Customize the bulk service delivery tool, process builder automation, cohort mass update, service schedules and more.
products:
  - Nonprofit
release: "264"
---
# Configure Programs and Services

Customize the bulk service delivery tool, process builder automation, cohort mass update, service schedules and more.

- **[Customize Service Delivery Fields on Bulk Service Delivery Tool (BSDT)](https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_service_deliveries_to_fit_your_data_tracking_needs.htm&release=264.0.0&type=5)**  
    Customize recipients, configure quick actions, customize record naming and more.
- **[Customize Process Builder Automation](https://help.salesforce.com/s/articleView?id=sfdo.cm_cust_process_builder_automation.htm&release=264.0.0&type=5)**  
    Update process builder automation included in Case Management.
- **[Configure Related Lists on Accounts](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_rls_on_accounts.htm&release=264.0.0&type=5)**  
    Configure Related Lists on your accounts.
- **[Configure Service Delivery Summary Data](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_svc_del_sum_data.htm&release=264.0.0&type=5)**  
    The Service Delivery summary fields are automatically-calculated fields on the Contact, Program Engagement, Service, and Service Session objects. They track attendance and the date of a client’s last service.
- **[Customize Bulk Service Deliveries](https://help.salesforce.com/s/articleView?id=sfdo.cm_customize_bulk_service_deliveries.htm&release=264.0.0&type=5)**  
    Update Bulk Service Deliveries settings in Case Management to match your organization's needs.
- **[Add an Active Program Engagement Stage](https://help.salesforce.com/s/articleView?id=sfdo.cm_add_active_program_engmt_stage.htm&release=264.0.0&type=5)**  
    Set new or existing Stage values for Program Engagements as active for enhanced filtering in Nonprofit Cloud Case Management.
- **[Add an Active Service Status](https://help.salesforce.com/s/articleView?id=sfdo.cm_add_active_service_status.htm&release=264.0.0&type=5)**  
    When you add Status values for Services, set the values as active for enhanced filtering.
- **[Configure Cohort Mass Update](https://help.salesforce.com/s/articleView?id=sfdo.cm_configure_cohort_mass_update.htm&release=264.0.0&type=5)**  
    Configure a cohort mass update.
- **[Enable Mass Creation of Program Engagements](https://help.salesforce.com/s/articleView?id=sfdo.cm_mass_create_pes.htm&release=264.0.0&type=5)**  
    Allow users to mass create Program Engagements for a single Program directly from a Contact list view.
- **[Customize Fields on the Add Contact to Program Action](https://help.salesforce.com/s/articleView?id=sfdo.cm_cust_fields_contact_to_prog.htm&release=264.0.0&type=5)**  
    Many organizations offer one-time or recurring Services for individuals or groups. For example, your organization might offer classes, mentoring sessions, support groups, community outreach events, or other types of events. Use Service Schedules to schedule and manage these events.
- **[Configure Service Schedules](https://help.salesforce.com/s/articleView?id=sfdo.cm_service_schedules.htm&release=264.0.0&type=5)**  
    Many organizations offer one-time or recurring Services for individuals or groups. For example, your organization might offer classes, mentoring sessions, support groups, community outreach events, or other types of events. Use Service Schedules to schedule and manage these events.