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Manage Grantmaking with Salesforce

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Overview

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Use Grantmaking to manage every stage of your funding programs, from administration through the post-award phase.
  • Learn how your organization can plan, review, and manage grants in Salesforce.
  • Manage budgets, applications, reviews, and awards with Grantmaking.
  • Use the Grantmaking site template to streamline work with applicants and grantees.

Syllabus

  • Grantmaking: Quick Look
    • Meet Grantmaking
  • The Grantmaking Lifecycle in Salesforce
    • Understand the Grantmaking Lifecycle
    • Set Up Programs and Budgets
    • Create Funding Opportunities
    • Collect and Process Individual Applications
    • Manage Funding Awards and Disbursements
  • Grantmaking Site Template for Experience Cloud
    • Meet the Grantmaking Site Template
    • Make Decisions About Your Grantmaking Site
    • Understand the Grant Seekers Experience

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