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Trailhead

Manage Grantmaking with Nonprofit Cloud

Salesforce via Trailhead

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Overview

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Bring together grantees, funds, and processes in a single place for a better experience.
  • Track grants and other nonprofit disbursements with this free, open-source app.
  • Manage the lifecycle of grants and drive impact.

Syllabus

  • Outbound Funds Module (OFM): Quick Look
    • Explore the Benefits of Outbound Funds Module
  • Grants Management Basics
    • Manage Grantmaking with Salesforce
    • Manage Funding Programs and Funding Requests
  • Grants Management Tools and Processes
    • Manage Funding Programs and Funding Requests
    • Conduct Due Diligence and Collect Reviews
    • Manage Requirements and Disburse Funds
    • Navigate the Portal
    • Collaborate with Grantseekers

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