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Grants Management: Share Account and Contact with Collaborators (Sample)
Learn what's included in the flow that shares the Applying Organization and Applying Contact with a Funding Request Collaborator.
Use the Grants Management: Share Account with Collaborators (Sample) flow so collaborators can see information about the Applying Organization and Applying Contact in the grants portal.
The Share Account and Contact with Collaborators (Sample) flow:
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Assumes Contact sharing is set to Controlled by Parent.
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Isn't active by default. Activate and test this flow in a sandbox before using it in production. Record sharing in Salesforce is highly dependent on your org's configuration.
| Flow Element | Action |
|---|---|
| 1. Start | Starts the flow when a collaborator accepts an invitation to collaborate. |
| 2. Decision: Share Applying Organization? | Checks if the Applying Organization should be shared with the Funding Request collaborator. |
| 3. Assignment: Set Applying Organization Sharing | Defines what Applying Organization information to include. |
| 4. Assignment: Add Applying Organization Sharing to List | Adds the information about what to share to a list. |
| 5. Decision: Share Applying Contact Account? | Checks if the Applying Contact's Account should be shared. |
| 6. Assignment: Set Applying Contact Account Sharing | Defines what about the Applying Contact's Account to include. |
| 7. Assignment: Add Applying Contact Account Sharing to List | Adds the information about what to share to a list. |
| 8. Create Records: Insert Account Shares | Using the lists generated in previous steps, adds the Applying Organization and the Applying Contact's Account to the public group to share the Funding Request and related records. |
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