You are here:
Get Started with Grantmaking
Grantmaking streamlines the grant management process for grantmakers and grantseekers. Built on the Salesforce platform, Grantmaking extends your existing license to give you a 360-degree view of your stakeholders, funding opportunities, online portal, grantee applications, and award metrics. Explore a trial org to learn what’s included, the recommended setup, and how to get ready for your implementation.
Get Oriented Understand Grantmaking Permissions |
Set Up Your Grantmaking Program |
Manage Applications, Intake, & Review Use Automation for Grantmaking Automate Funding Application Tasks |
Award & Monitor Grants Automatically Create Recurring Disbursements |
Ensure Compliance & Security Manage Grant Recipient Progress Reports Securely Share Grantmaking Records |
Extend Further: Learn About Additional Capabilities & Add-Ons These capabilities may requre additional licenses. Measure Grant Performance with Outcome Management Create Grant Agreements with Omnistudio Document Generation Visualize Grant Awards, Requirements, and Disbursements with Timelines Visualize Record Connections with Actionable Relationship Center (ARC) |
Know Your Resources & Get Help Trailhead: Manage Grantmaking with Salesforce Trailhead: Grantmaking: Quick Look |
