Loading
Grants Management Managed Package
Innehållsförteckningar
Välj filter

          Inga resultat
          Inga resultat
          Här är några söktips

          Kontrollera stavningen av dina nyckelord.
          Använd mer allmänna söktermer.
          Välj färre filter för att utöka din sökning.

          Sök hela Salesforce-hjälpen
          Submit Application

          Submit Application

          Learn what's included in the flow that automates submitting an application.

          The Submit Application flow automates how a grantseeker’s application is submitted to an organization. The flow retrieves the application record, makes sure the user is both a site user and owner of the application, and updates the application before it is submitted. Without this flow, the grantseeker’s application can’t be submitted to your organization for review.

          Flow Element Action
          1. Start  
          2. Get Records: Application Retrieves the application (Funding Request) record. If no application exists, an error occurs.
          3. Decision: Is Submittable? Checks if the user is a site user and the owner of the application. If both are true, the user is directed to the next step.
          4. Screen: Confirm User Wants to Submit Presents the user a message confirming they want to submit the application.
          5. Get Records: Community User Contact Retrieves the user’s Contact information.
          6. Assignment: Change Application Owner and Status

          Updates fields on the application (Funding Request), including:

          • The Funding Request Owner updates with the site user’s Contact information

          • The Funding Request Status changes to Submitted

          7. Update Records: Update Application Updates the application.
          8. Email Alert Sends an email to the grantseeker that the application is submitted.
          9. Screen: Submit Success Presents a confirmation message that the application is submitted.

          Overview of the Submit Application flow.

           
          Laddar
          Salesforce Help | Article