Please use the following guidelines for logging any online programming in Salesforce (these guidelines were updated 3/23/2021).  We will continue to revisit and revise these guidelines as needed.   


All Courses, Tours, and Other Educational Activity can now be recorded as either "in person" or "online" programming via the Delivery Method field.  This is a required field.  


You must choose the appropriate Program Record Type based on the curriculum you plan to use and the associated survey. Program Record Types are directly associated with their respective survey.  Please do not mix one Record Type with another survey.  The Cooking Matters at Home survey is a two-page survey that was created as part of our piloting of new format materials, the testing of which began in the fall of 2019.   Share Our Strength then accelerated the broader adoption of this two-page survey for use while providing online programming during the Coronavirus response.  It is only a post-survey, and meant to measure intent to change (not as a pre/post survey).  


Program Record TypeProgram Code TypesCurricula UsedDelivery MethodSurvey Use
CourseStart with a "C"Cooking Matters for Adults
Cooking Matters for Parents
Cooking Matters for Families
Cooking Matters for Child Care Professionals (full series)
In-person or OnlinePre-post course survey
TourStart with a "T"CM@Ts Adults
CM@Ts WIC
In-person or Online Cooking Matters at the Store for Adults or Cooking Matters at the Store WIC survey
Other Educational ActivityStart with an "E"Cooking Matters at Home
Cooking Matters for Child Care Professionals (single lessons)
In-person or OnlineCooking Matters at Home Survey 



For all Program Record types, Cooking Matters requires partners to enter the number of adult participants. For courses, a participant is someone who attends at least one session. For tours or other educational activities, participants include anyone who attends. There is currently no graduate definition for Cooking Matters at Home programming. It is up to the Partner whether or not to record child participants who may be engaging in the provided Cooking Matters content with their parent or caregiver. Partners receiving SNAP-Ed funding should consult with their state agency to determine additional criteria for how to record participants. Surveys are only to be completed by adult participants.  


To schedule online programming in Salesforce:

1. Log into Salesforce.  Click on Schedule Programming.



2. Select Tour, Course, or Other Educational Activity and enter appropriate date and time information.



3. For Location and Host Agency information, select the information that makes the most sense for your organization and your organization's reporting needs.  

 


4. Choose a Delivery Method, either Online or In-Person. 


5. Choose a Tour Model. 

Tour models for in-person tours include Guided in-store, Store Event, Pop-Up, or Pop-Up Event. If in-person or online tour participants are exclusively child care professionals, select CMATS for CMCCP as the tour model. For all other online tours, the tour model field will be “None”.


6.  You will be able to then save this record and add team members if needed.


7.  Once the Other Educational Activity record is created, at least one program session must be created to capture the topic of Cooking Matters at Home or Cooking Matters for Child Care Professionals materials used. If you are offering the online programming as a series for the same participants throughout the sessions and want to link them, the Other Educational Activity record will contain all program sessions offered. If you anticipate different participants at each session, you should create separate Other Educational Activity records for each session, but will still need to attach a session record to each program record. If you are scheduling a single online lesson, you will still need to create a program session within the broader program record in order to record the content used and the lesson length. 


Please note that we do not currently have guidance on the efficacy of bundling versus offering single sessions, nor do we currently have a pre/post survey to offer at the beginning and end of a multi-session bundle within Cooking Matters at Home. If offering multiple sessions to the same participants, we recommend surveying all of the participants during the first lesson and the final lesson. If any new participants join subsequent sessions, survey them the first time that they join.