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          Customize Grantseekers Application Flows

          Customize Grantseekers Application Flows

          See the automation available in Grants Management that can help you manage funding requests more efficiently.

          • Default Application Flows
            Learn how the Create Application flow processes a funding request application.
          • Enhanced Application (Sample)
            We’ve included the Enhanced Application (Sample) flow that condenses the default application experience using the Create Application flow from three screens to one screen. This is a sample flow and includes example application language, unmapped custom fields, and a file upload component within a single page.
          • Create Multiple Applications Using Flow
            Your organization may have need to have more than one application form. For example, a grant application may look and function different from a scholarship application. You can designate a specific application on a Funding Program using flows and the Application Form field.
          • Create a Multi-Section Application
            A multi-section application breaks an application into navigable sections while letting grantseekers save and return to an in-progress application.
          • Create or Modify a Flow
            Create a flow or modify the Create Application flow to suit your nonprofit organization’s needs.
           
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          Salesforce Help | Article