For program admins: create CRM sessions from attendance rows

Salesforce data managers miss session records in attendance sheets, causing orphaned rolls and broken program reports. Create CRM sessions from rows so admins have accurate attendance for reporting.

Overview

Program administrators lose confidence in reports when attendance rows don't map to CRM sessions. This workflow turns new attendance rows into linked Salesforce class sessions, preventing orphaned rolls and duplicate sessions so admins can rely on accurate reporting and operations.

Notable Features

Create CRM session records from rows
Prevent duplicate class session creation
Attach attendance rolls to sessions