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Grants Management Managed Package
Complete Due Diligence for Grantseekers

Complete Due Diligence for Grantseekers

Grantseekers can complete the due diligence process by using Action Plans, Verification Checks, and Tax Status Search.

  • Complete Due Diligence for a Grantseeker
    Track due diligence requirements on a grantseeker’s Account using Action Plans. Create an Action Plan from an Action Plan Template that contains Tasks, Document Checklist Items, or a combination of both related to gathering this information. 
 
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Salesforce Help | Article