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Configure the Home Page
Customize your portal's homepage to reflect your organization's branding and messaging.
- Update the Logo
The Grantee Portal site template comes with a fictitious logo on the Home page, which you can update with your own. - Add Other Objects to the Navigation Menu (Optional)
In addition to the default pages in the Funding Program Portal Navigation menu, add the Cases tab for grantseekers to easily track the status of a Case. For example, a grantseeker can navigate to Cases in the portal’s navigation menu to check on their request to update their organization information. - Customize the Layout
Customize your portal to match your nonprofit organization’s branding and update the layout with content about your organization.
Update the Logo
The Grantee Portal site template comes with a fictitious logo on the Home page, which you can update with your own.
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Click
, then select click Images. -
Click the Company Logo image box.
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Click Upload Image.
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Select your organization's logo then click Open.
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Click Add.
Add Other Objects to the Navigation Menu (Optional)
In addition to the default pages in the Funding Program Portal Navigation menu, add the Cases tab for grantseekers to easily track the status of a Case. For example, a grantseeker can navigate to Cases in the portal’s navigation menu to check on their request to update their organization information.
If your reviewers use this portal too, add the Reviews tab to the navigation menu. This allows reviewers to quickly find their in progress or submitted reviews.
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Click Theme Navigation Menu.
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Click Edit Funding Program Portal Navigation, or the name of your custom navigation menu.
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Click Add Menu Item.
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Enter a Name that will appear in the portal. For example, Cases.
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Select Salesforce Object as the Type.
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Select Case as the Object Type.
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Repeat these steps for the Reviews object.
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Click Save Menu.
Customize the Layout
Customize your portal to match your nonprofit organization’s branding and update the layout with content about your organization.
Use Experience Builder to quickly create, customize, and update the Grantee Portal site template. We recommend updating the sample content to fit your organization before sharing the grantee portal URL.
Learn more about how to Customize the Theme of Your Experience Builder Site in Salesforce Help.
