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Review and Manage Grant Applications
Track and review grant applications.
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 individual applications and related records: | Grantmaking Manager permission set |
| To manage an application in Experience Cloud: | Grantmaking for Experience Cloud permission set |
| To review applications within Salesforce CRM: | Grantmaking Internal Reviewer |
| To review applications in Experience Cloud: | Grantmaking External Reviewer |
Talk to your Salesforce admin about how to manage applications and reviews in your org. Your admin can set up review workspaces and automation to make it easier to share grant applications and the related records.
When applicants submit their applications on your site, Grantmaking creates an individual application record. Alternatively, manually enter the details of an application and budget in Salesforce.
When you approve an application, create a Funding Award to track the money you’re granting to the applicant. See Manage Funding Awards with Grantmaking.
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