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            Manage Funding Awards with Grantmaking

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            Manage Funding Awards with Grantmaking

            Track the details of a grant that was awarded. Talk to your Salesforce admin about how your organization manages funding awards, funding requirements, and progress reports.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create and edit funding awards and related records: Grantmaking Manager permission set
            To use funding awards in Experience Cloud: Grantmaking for Experience Cloud permission set
            1. From the App Launcher, find and select Funding Award.
            2. Create a funding award.
            3. Complete the fields to track high-level details such as Amount, Contract Timeframe, and Budget for how the funds are spent.
            4. Save your work.
            5. Add related records to the funding award.
              For example, add award requirements, the fund disbursement schedule, or documents such as contracts or reports.
            6. If the terms of the awarded grant change, add a Funding Award Amendment to the Funding Award.

            With Experience Cloud for Grantmaking, include Funding Awards on your Grantmaking site so that recipients can track upcoming deadlines and report back to you online. You can also allow grantseekers to submit a funding award amendment, which you can review and approve or deny.

             
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