GM Create the Site

Create the Portal

Create a grantseeker portal using the Grantee Portal site template.

This is a preconfigured Experience Builder template that can be customized to fit your organization’s needs and branding. Use your portal to communicate your foundation’s mission and available Funding Programs, and provide a place for people to learn about your organization, view and apply to Funding Programs, and manage their applications.

If you used the Grants Management and Create Community installer, a grantee portal called Funding Program Portal is already created and you can skip this step.

1. Click , then click Setup.

2. Enter Digital Experiences in the Quick Find box, then click All Sites.

3. Click New.

4. Select the Grantee Portal template then click Get Started.

5. Enter a name for your portal. 

6. Enter a URL ending to append to the portal domain.

7. Click Create.

It will take a few minutes to create the new portal. When it’s ready, you’ll see the site's Experience Workspace.

To learn more about using Experience Builder, see Experience Builder Overview in Salesforce Help.