Install Grants Management

What's Included

When you install Grants Management, you get a managed package that contains essential metadata and custom code. It’s important to note that you can’t modify the components, such as objects and fields. They're locked with limited edit access so that the managed package can be upgraded later.

For details about managed and unmanaged packages, see Understanding Packages in Salesforce Help.

Prerequisites

Before you install Grants Management, make sure you have the required licenses and settings turned on.

• Licenses for Grants Management and Customer Community Plus Login purchased through your account executive. You won't be able to install Grants Management without these licenses. If you aren't sure what license you have, see View Your Organization’s Feature Licenses in Salesforce Help.

• Lightning Experience enabled in your org. See How to Transition to Lightning Experience in Salesforce Help.

• Digital Experiences enabled in your org. See Enable Digital Experiences in Salesforce Help.

• My Domain enabled in your org. See My Domain in Salesforce Help.

• Chatter enabled in the your org. See Chatter Settings in Salesforce Help.

Decide Which Installer to Use

Setting up a new grantmaking portal can be intimidating. We have two installers to choose from depending on your experience setting up Digital Experiences and sharing sets.

You can choose either the Grants Management installer, which includes limited configuration, or the Grants Management and Build Community installer, which includes base features and additional configurations to help you quickly set up your portal.

Use the Grants Management installer if you have unique processes and are comfortable configuring Digital Experiences and sharing sets. This includes core features of Grants Management , including:

Use the Grants Management and Build Community installer if you want additional Digital Experience configuration and a preconfigured sharing set. This includes core features of Grants Management as well as:

• A grantseeker profile (Grantseeker Plus Login) with preconfigured object and field permissions that gives the grantseeker access to apply for funding.

• The Manage Grants, Invitation Wizard, and Manage - Verifications permission sets. These need to be individually assigned to users for full access to Grants Management .

• Several flows that automate steps in the application process for a grantseeker.

• Quick actions to streamline navigation and provide powerful functionality to both grantmakers and grantseekers.

• A grantseeker sharing set that gives the grantseeker profile the ability to view their Funding Requests and assigned Requirements.

• A new Experience Cloud site leveraging the Grantee Portal site template. This site template is preconfigured with fictitious information you can update and quickly launch your grantee portal.

Install Grants Management

After you confirm that you have the prerequisites, you’re ready to install Grants Management.

Important An Enterprise or Unlimited Edition org with one of the following licenses is required to install Grants Management: Sales Cloud, Service Cloud, or a Restricted Use License for Service Cloud and Customer Community Plus Login Licenses. Reach out to your Salesforce account executive to learn more

For usage restrictions that apply to this product, see the information for Service Cloud in this document.

Salesforce recommends installing in a Sandbox environment or a Developer org before installing into a Production org. For more information, see Create a Sandbox in Salesforce Help.

1. Log out of all other Salesforce orgs. We recommend using an incognito window to ensure you install in the correct org.

2. Go to the Grants Management installer page

3. Click Log In and select either Production or Developer Org or Sandbox Org.

4. Click Install Grants Management and Build Community - View Details to use the advanced configuration installer. Click Install Grants Management - View Details to use the base installer.

   

   Note Learn about the difference in installers in Decide What Installer to Use.

5. Click Allow.

6. Click Install. You'll see a confirmation when the installation is complete.

7. To access the installed org, click View Org.