Use Automation for Grantmaking

Salesforce offers a powerful set of automation tools that make it easy to apply for a grant, follow consistent approval processes, and manage application reviews. Your Grantmaking license includes both Flow Builder and Omnistudio. Determine the best tool for your needs in Automate Your Business Processes.

Note We recommend working with a trained Salesforce consulting partner to set up automation for your needs. Contact your account executive to learn more about partners experienced in using Salesforce automation.

Consider using Omnistudio to create grantees’ application forms. The forms can use conditional logic to ask questions depending on an applicant's answer to a previous question. Then, use Flow Builder to automatically email the applicant to let them know you received their application.

Or use automation to manage the upcoming requirements after you approve a grant application. Flow Builder can create a disbursement schedule or upcoming reporting requirements for a funding award when you approve a grant application.