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Get to Know the Data Model
Learn what's included in Salesforce Grants Management.
Grants Management leverages the Outbound Funds Module data model.
- Funding Program
A Funding Program represents a thematic or strategic program that an organization is championing and providing funding for. A parent and numerous children Funding Programs can exist in a hierarchy. - Funding Request
A Funding Request is an application for funding. This typically represents applications created and submitted for funding consideration by outside organizations or individuals, but can also be used for internal funding requests. A Funding Request can be linked to an Account, Contact, or User as the applicant. - Review
A Review tracks a reviewer's status and feedback about a Funding Request. - Funding Request Role
The Funding Request Role tracks Contacts related to a Funding Request. This allows you to add multiple Contacts to a single Funding Request. - Funding Request Collaborator
The Funding Request Collaborator tracks users who have access to a Funding Request to collaborate on the application. Use the Manage Collaborators component on the Funding Request to manage records for this object. The Manage Collaborators component includes automation to control users' access to Funding Requests. - Funding Request Collaborator Invitation
The Funding Request Collaborator Invitation tracks users invited to collaborate on a Funding Request. These users don't have access to the application until they accept the invitation. Use the Manage Collaborators component on the Funding Request to manage records for this object. In the rare case when an applicant accidentally invites the wrong person, deactivate the invitation link by deleting the invitee's Funding Request Collaborator Invitation record. - Requirement
Requirements are deliverables or milestones that are needed for the Funding Request to either be approved or closed. - Disbursement
Disbursements are payments, or outgoing funds, that have been made or scheduled to be made to the funding recipient. - Budget
A Budget is the amount of funds you plan to award for a particular objective during a specific time frame. - Budget Allocation
A Budget Allocation represents funds earmarked for award or that were awarded from the parent Budget. - GAU Expenditure
The GAU Expenditure object connects the Disbursement object to the General Accounting Unit object to show which General Accounting Unit the funds should be disbursed from.
Funding Program
A Funding Program represents a thematic or strategic program that an organization is championing and providing funding for. A parent and numerous children Funding Programs can exist in a hierarchy.
Sample Use for Funding Program
A general education grant program and a scholarship fund are both examples of a Funding Program.
Funding Request
A Funding Request is an application for funding. This typically represents applications created and submitted for funding consideration by outside organizations or individuals, but can also be used for internal funding requests. A Funding Request can be linked to an Account, Contact, or User as the applicant.
Sample Use for Funding Request
A nonprofit seeking funding for an animal welfare program and a high school senior applying for a scholarship are both examples of Funding Requests.
Review
A Review tracks a reviewer's status and feedback about a Funding Request.
Sample Use for Review
The written feedback from a program manager or grant reviewer is an example of a Review record.
Funding Request Role
The Funding Request Role tracks Contacts related to a Funding Request. This allows you to add multiple Contacts to a single Funding Request.
Sample Use for Funding Request Role
A grants manager and an external consultant collaborating on an application is an example of using the Funding Request Role to add more than one Contact to a Funding Request.
Funding Request Collaborator
The Funding Request Collaborator tracks users who have access to a Funding Request to collaborate on the application. Use the Manage Collaborators component on the Funding Request to manage records for this object. The Manage Collaborators component includes automation to control users' access to Funding Requests.
Funding Request Collaborator Invitation
The Funding Request Collaborator Invitation tracks users invited to collaborate on a Funding Request. These users don't have access to the application until they accept the invitation. Use the Manage Collaborators component on the Funding Request to manage records for this object. In the rare case when an applicant accidentally invites the wrong person, deactivate the invitation link by deleting the invitee's Funding Request Collaborator Invitation record.
Requirement
Requirements are deliverables or milestones that are needed for the Funding Request to either be approved or closed.
Sample Use for Requirement
An application and a letter of recommendation for a scholarship are both examples of a Requirement.
Disbursement
Disbursements are payments, or outgoing funds, that have been made or scheduled to be made to the funding recipient.
Sample Use for Disbursement
An initial payment of $2,500 to a grantee and a $1,000 payment to a scholarship recipient are both examples of a Disbursement.
Budget
A Budget is the amount of funds you plan to award for a particular objective during a specific time frame.
Sample Use for Budget
An example of a budget is an organization has $1,000,000 to give away for habitat restorations throughout a given year.
