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Grantmaking in Public Sector
Manage the complete grant lifecycle. Easily create and manage funding opportunities, create budgets and track spending, and efficiently receive and review applications and disburse funds.
Required Editions
| View supported product editions. |
Streamline the grantmaking process for both funders and applicants. Use grant and budget management objects and components to create and manage funding opportunities and manage budgets. Use built-in automation and dynamic application forms to reduce paper-based processes and speed up reviews and approvals. Use an Experience Cloud site template to create a site where grant seekers can discover funding opportunities, apply for grants, and report on progress against goals and KPIs.
Get Oriented Understand Grantmaking Permissions |
Set Up Your Grantmaking Program |
Manage Applications, Intake, & Review Use Automation for Grantmaking Automate Funding Application Tasks |
Award & Monitor Grants Manage Funding Awards with Grantmaking Automatically Create Recurring Disbursements |
Ensure Compliance & Security Manage Grant Recipient Progress Reports Securely Share Grantmaking Records Set Up Action Plans and Document Checklists for Grantmaking Improve Accuracy and Compliance with Stage Management for Grantmaking |
Extend Further: Learn About Additional Capabilities & Add-Ons These capabilities may requre additional licenses. Measure Grant Performance with Outcome Management Create Grant Agreements with Omnistudio Document Generation Visualize Grant Awards, Requirements, and Disbursements with Timelines Visualize Record Connections with Actionable Relationship Center (ARC) |
Know Your Resources & Get Help Trailhead: Manage Grantmaking with Salesforce |
