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为拨款使用自动化功能
确定希望使用哪些 Salesforce 自动化工具来指导申请人和审核人员完成资助管理过程。

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您在此处:
确定希望使用哪些 Salesforce 自动化工具来指导申请人和审核人员完成资助管理过程。
| 适用于:Lightning Experience |
| 适用于:适用于拨款和公共部门解决方案的 Nonprofit Cloud。查看版本可用性。 |
Salesforce 可提供一套强大的自动化工具,可以让资助申请,遵循一致的审批流程以及申请审核的管理更加简单。拨款许可证包括 Flow Builder 和 Omnistudio。在自动执行业务流程中确定所需的最佳工具。
考虑使用 Omnistudio 创建受助人的申请表。这些表单可以使用条件逻辑,根据申请人对上一个问题的回答来提出问题。然后,使用 Flow Builder 自动向申请人发送电子邮件,让他们知道您收到了他们的申请。
也可以在批准资助申请后使用自动化来管理后续需求。批准资助申请后,Flow Builder 可以创建拨付计划或后续资金授予的报告要求。

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