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Set Up a Grantmaking Experience Cloud Site
Use Experience Cloud to let your stakeholders view your funding opportunities and manage their applications.
Required Editions
| Available in: Lightning Experience |
| Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability. |
| User Permissions Needed | |
|---|---|
| To set up an Experience Cloud site: | Create and Set Up Experiences system permission AND View Setup and Configuration system permission |
| To access and customize the Grantmaking Experience Cloud site template: | Grantmaking Manager permission set |
To set up sites, ensure that you have enabled and configured Experience Cloud in your org. To use the Grantmaking Experience Cloud template, enable Chatter in your org.
Refer to Considerations for Grantmaking Automation when building automation for your site using Flow Builder or Omnistudio.
You can use the predefined Grantmaking Experience Cloud template to create a site for applicants and reviewers. You can also use an existing site in your org or create a site and add the Grantmaking and Budget Management objects to the site. Contact your account executive to learn which Experience Cloud license fits your needs.
- From Setup, in the Quick Find box, enter Sites, and then select All Sites under Digital Experiences.
- Click New.
- Select the Grantmaking template, and click Get Started.
- Enter a name and a URL for the site.
- Click Create.
- To customize and design the workspace, on the landing page, click Builder.
- Preview and test the site.
- To finalize your changes, click Publish.
Experience Cloud Site User Permissions
Assign the Grantmaking for Experience Cloud permission set to site users to give them access to Grantmaking records.
The Grantmaking for Experience Cloud permission set provides your site users with access to Grantmaking objects, fields, and features. Review this permission set to learn which Grantmaking objects are available in Experience Cloud.
