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Set Up Security
Review the available Grants Management security settings.
Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in Nonprofit Cloud. If you're not sure which version your organization uses, check with your Salesforce admin.
- Use Permission Sets
Review the available permission sets in Grants Management and create permission sets for due diligence and budget management. - Set Field-Level Security
Configure field-level security for grantmakers. - Grants Management Permissions Reference
Find details about the Grants Management permission sets including object, field, Apex class, and Visualforce page access.
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