You are here:
Manage Funding Programs
Create funding programs and then upload files for grantseekers.
- Create a Funding Program
A Funding Program can represent an overall thematic initiative or be a parent program to several children programs. This needs to be set up before applicants can apply for funding. - Upload Files to Funding Program
File attachments, such as an FAQ, can be added to a Funding Program for grantseekers to view.
Create a Funding Program
A Funding Program can represent an overall thematic initiative or be a parent program to several children programs. This needs to be set up before applicants can apply for funding.
-
From the App Launcher (
), find and select Funding Programs. -
Click New.
-
Enter a Funding Program Name. For example, Community Impact.
-
Optionally, configure additional details.
-
Click Save.
Watch the Nonprofit Salesforce How-To Series video about Outbound Funds Create a Funding Program and Funding Request.
Upload Files to Funding Program
File attachments, such as an FAQ, can be added to a Funding Program for grantseekers to view.
This file is now visible to any site users who have Read access to the Funding Program.
-
From the App Launcher (
), find and select Funding Programs. -
Select a Funding Program.
-
Click Files.
-
Click Upload Files.
-
Select a file, then click Open.
-
Click Done.
-
Click the file.
-
Click Share.
-
Click Who Can Access.
-
Click Disabled next to Customer Access. This switches the file to Enabled.
-
Click Done.
