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Custom Managed Components
Learn about the custom components included in Grants Management.
Grants Management includes custom managed Lightning web components that give you the flexibility to customize processes to meet your unique needs. Use these components in your own flows or in pages that use Lightning App Builder.
- Application Form - Next
When added to a flow, the Application Form - Next button prompts a user to save the application section they are currently on and then moves the flow to the next element. We recommend adding an Update Records element directly after this component to save the grantseeker’s information to the Funding Request. - Application Form - Section Navigation
The Application Form - Section Navigation shows a user all available sections of an application and lets them click and navigate between those sections. - File Manager
The File Manager component allows a user to view, upload, and delete files from a Lightning web page or any flow screen. - Funding Request Buttons
Grants Management includes custom components for buttons on the Funding Request. - Manage Account Update Request
The Manage Account Update Request component gives your Salesforce users a quick way to complete a constituent's information update request. - Tax Status Search
Add the option for grantmakers to search for an organization's tax status from different objects without using a Verification Check. Add the Tax Status Search custom component to flow screen elements to let grantmakers initiate a tax status search from a record, and customize what happens with the data when it's returned. For example, add the Tax Status Search component to the Account object and designate that the Account record updates with the results.
Application Form - Next
When added to a flow, the Application Form - Next button prompts a user to save the application section they are currently on and then moves the flow to the next element. We recommend adding an Update Records element directly after this component to save the grantseeker’s information to the Funding Request.
File Manager
The File Manager component allows a user to view, upload, and delete files from a Lightning web page or any flow screen.
When Manage Files is selected, a user can view, upload, and delete files from the component. Leave Manage Files deselected if you want users to only view files from the component.
Manage Account Update Request
The Manage Account Update Request component gives your Salesforce users a quick way to complete a constituent's information update request.
Add the Manage Account Update Request component to the Case page
layout, associate it with the sfdo_grants_AccountUpdateRequest Account Quick Action, and set a Case
Close Status. Manage Account Update Request is available only on Cases created by an
account update request from the grantee portal.
Tax Status Search
Add the option for grantmakers to search for an organization's tax status from different objects without using a Verification Check. Add the Tax Status Search custom component to flow screen elements to let grantmakers initiate a tax status search from a record, and customize what happens with the data when it's returned. For example, add the Tax Status Search component to the Account object and designate that the Account record updates with the results.
When they use a Tax Status Search, a grantmaker receives several data points from the tax search results.
| Resource Label | Resource API Name | Corresponds to |
|---|---|---|
| Selected Legal Organization Name | selectedLegalOrganizationName | Legal Organization Name column |
| Selected EIN | selectedTaxId | EIN column |
| Selected IRS Subsection Code | selectedTaxStatusCode | IRS Subsection Code column |
| Most Recent BMF Date | selectedMostRecentBmf | Most Recent BMF Date column |
| Raw Tax Status Search Results | rawResult | — |
