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Create Funding Requests
Track grantseekers’ applications by creating Funding Requests.
- Create a Funding Request
Once the Funding Program is defined, you can create a Funding Request to track the applications. Typically, a grantseeker creates Funding Requests through the portal, but administrators can also create them.
Create a Funding Request
Once the Funding Program is defined, you can create a Funding Request to track the applications. Typically, a grantseeker creates Funding Requests through the portal, but administrators can also create them.
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From the App Launcher (
), find and select Funding Requests. -
Click New.
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Enter a Funding Request Name. For example, STEPS to Leadership.
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Optionally, configure additional details.
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Click Save
Watch the Nonprofit Salesforce How-To Series video about Outbound Funds Create a Funding Program and a Funding Request.
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