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使用自動化進行贈款
決定您要使用哪些 Salesforce 自動化工具指引申請者與審核者完成贈款管理流程。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
您位於此處:
決定您要使用哪些 Salesforce 自動化工具指引申請者與審核者完成贈款管理流程。
| 提供版本:Lightning Experience |
| 提供版本:Nonprofit Cloud for Grantmaking 和公共部門解決方案。檢視版本可用性。 |
Salesforce 提供一套功能強大的自動化工具,可以輕鬆申請贈款、遵循一致的批准流程,以及管理申請審核。您的 Grantmaking 授權包含 Flow Builder 與 OmniStudio。確定最符合您自動化業務流程需求的工具。
考慮使用 OmniStudio 建立受贈款者的申請表單。表單可以使用條件式邏輯,來根據申請者對上一個問題的回答提出問題。然後,使用 Flow Builder 自動將電子郵件寄給申請者,讓他們知道您收到其申請了。
或者,在您批准贈款申請後,使用自動化功能管理即將到來的需求。當您批准贈款申請時,Flow Builder 可以為資金獎勵建立支付時間表或即將到來的報告需求。

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