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Grantmaking Setup
Turn on Grantmaking in your Salesforce org, give your users access to the Grantmaking features, and set up additional features such as your Experience Cloud site, Action Plans, and automation.
Required Editions
| Available in: Lightning Experience |
| Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability. |
- Grantmaking Editions and Permissions
Review the supported products and editions for Grantmaking. Then learn about how your product handles permissions and how to assign them. - Turn On Grantmaking
Turn on Grantmaking in your Salesforce org. - Turn on Track Applications
Track applications from intake through decision by using Application Form, Application Form Evaluation, and related objects. Application Form is the standard for applications across Nonprofit Cloud and Industries. - Configure an Application Record Type for Grantmaking
To use the Individual Application object, you're required to assign individual application usage to Grantmaking. Failure to assign this usage results in errors. This configuration also enables Grantmaking-specific fields and layouts. - Set Up a Grantmaking Experience Cloud Site
Use Experience Cloud to let your stakeholders view your funding opportunities and manage their applications. - Improve Accuracy and Compliance with Stage Management for Grantmaking
With Stage Management, automate repetitive tasks, reduce human error, and ensure regulatory compliance throughout the grantmaking lifecycle. Drive efficiency and consistency across key grantmaking processes. Guide grant applicants, reviewers, or recipients through well-defined stages with specific entry and exit criteria. - Securely Share Grantmaking Records in CRM or Experience Cloud Using Compliant Data Sharing
Use Compliant Data Sharing so admins and grant managers control and monitor what data gets shared in Experience Cloud and CRM without writing complex code. - Add the Budget Component to the Budget Page Layout
Help Grantmaking users enter budget category values quickly by adding the Budget component to the budget page layout. - Add Budget Components and Fields to the Application Form Page Layout
Show the Budget component and the Funding Opportunity field on application form record pages. - Set Up Action Plans and Document Checklists for Grantmaking
Create Action Plan templates to manage repeatable tasks for reviewing and approving grant applications. - Use Automation for Grantmaking
Determine which Salesforce automation tools you want to use to guide applicants and reviewers through the grant management process. - Considerations for Grantmaking Automation
Learn about Grantmaking details, such as the API name for the budget component and budget states, to use when configuring Flow Builder or Omnistudio automation. - Automate Funding Application Tasks
Learn about the Grantmaking flows that make application-related tasks easy. You can use the Application Form and Application Form Evaluation objects, or the Individual Application and Application Review objects to track and review applications; however, Individual Application and Application Review won’t receive future platform enhancements. - Set Up Data Bundles for Grantmaking
The Grantmaking data bundle is a tool to quickly and easily map your Grantmaking objects to data model objects in Data 360. After you’ve mapped your objects, you can take advantage of Data 360’s tools and analytics and combine your Salesforce data with additional data streams for a complete view of your organization’s stakeholders.
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