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What's Included with Grantmaking
Grantmaking streamlines the entire grant management process for grant makers and grant seekers alike.
Required Editions
| Available in: Lightning Experience |
| Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability. |
Grantmaking organizations manage funding opportunities, set grant budgets, review grant applications, award grants, and manage disbursements on an ongoing basis. Grant seekers find grants to apply for, enter their proposed budget, and report back on their successes after being awarded the grant.
Salesforce Platform
Grantmaking is built on the Salesforce platform to work with your existing license. This combination means that Grantmaking is equipped with features and capabilities that give you a 360-degree view of your stakeholders so that you can serve them best. And Grantmaking is secure, flexible, and customizable, letting you implement it in your institution and customize it to meet your needs.
Grantmaking Data Model
Grantmaking extends your Salesforce license to include access to grant and budget management objects and components. The Grantmaking data model is designed to help you support and manage the entire grant lifecycle. Create funding opportunities, manage applications and reviews, track grant applicant budgets and results, and more. The data model supports the work of everyone in your institution, including grant managers, reviewers, grant applicants, collaborators, and Salesforce admins.
Experience Cloud for Grantmaking
Grantmaking includes the Grantmaking Experience Cloud template that’s preconfigured and includes the objects you need for grant applications and post-award engagement. Alternatively, add the Grantmaking objects to your existing site or create a site and add the Grantmaking and Budget Management objects to your Experience Cloud site.
The Automation Toolkit
Grantmaking works with feature sets available in your license that put the platform and data model to work. Omnistudio, Action Plans, Document Tracking and Approvals, Business Rules Engine, and other components, services, and tools help you automate paper-based and cumbersome processes. For example, you can create dynamic forms to speed up application or review processes.
