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GM Compare Grants Management with Outbound Funds
Understand the differences between Grants Management and Outbound Funds module to choose the best product for your organization.
- Compare Grants Management with Outbound Funds Module
Outbound Funds Module (OFM) is a free, open-source product that helps organizations track, manage, and deliver funds. OFM is also the foundation of Salesforce Grants Management (GMS), a paid product that helps grantmakers simplify and accelerate their grantmaking.
Compare Grants Management with Outbound Funds Module
Outbound Funds Module (OFM) is a free, open-source product that helps organizations track, manage, and deliver funds. OFM is also the foundation of Salesforce Grants Management (GMS), a paid product that helps grantmakers simplify and accelerate their grantmaking.
Note This article was written by Pierre Kaluzny, Judy Otto, Nick Lindberg, Catherine Zheng, and Melissa Barber at the October 2021 Open Source Community Sprint.
Use this table to compare the different features available in OFM and GMS. Work with your Salesforce Account Executive to learn more about which one is best for your organization.
For more information. see Outbound Funds Module (OFM) and Grants Management (GMS).
| Feature | Description | OFM | GMS |
|---|---|---|---|
| Grants Portal | Create an Experience Cloud portal for external users. | √* | √ |
| Basic Application Flow Template | Automate how an application is collected on your portal. | √ | √ |
| Enhanced Application Flow Templates | Provide multi-screen forms and allow users to save and return to their grant applications. | √ | |
| Organization Self-Registration | Give grantseekers the ability to register in your portal and update their organization information. | √ | |
| Application Mapping | Connect an application to a specific Funding Program. | √ | |
| Invite-Only Applications | Invite an applicant to apply to a private funding opportunity. | √ | |
| Manage Collaborators | Invite other portal users to collaborate on Funding Requests. | √ | |
| Tax Status Check | Verify a nonprofit's tax status with GuideStar. | √ | |
| Action Plans | Use Salesforce Action Plans to standardize due diligence. | √ | |
| Internal Review | Capture review status and comments on a Review record. | √ | √ |
| External Review | Review applications in your Experience Cloud portal. | √ | |
| Review Workspace | Configurable, single-screen view of an application's details and attachments. | √ | |
| Manage Disbursements | Ability to schedule and track Disbursement details against a Funding Request. | √ | √ |
| Manage Expenditures | Link a Disbursement to an existing General Accounting Unit. | √** | √** |
| Budget Management | Create budgets and monitor funds that are committed or disbursed. | √ | |
| Requirements Management | Capture details about grantee requirements such as type, due date, and status. | √ | √ |
| Multiple Contacts for a Funding Request | Relate multiple contacts to a Funding Request. | √ | √ |
| Reporting and Analytics | Reports included in the product to get you started. | √ | √ |
* Requires Experience Cloud licenses.
** Requires Nonprofit Success Pack.
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