Loading
Grants Management Managed Package
Indhold
Filtre (0)Tilføj
Vælg filtre

          Ingen resultater
          Ingen resultater
          Her er nogle søgetips

          Kontroller stavemåden for dine søgeord.
          Brug mere generelle søgeudtryk.
          Vælg færre filtre for at gøre søgningen bredere.

            Søg efter alle i Hjælp til Salesforce
            Søg efter alle i Hjælp til Salesforce
            Grants Management: Validate EIN (Sample)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Grants Management Managed Package

            Grants Management: Validate EIN (Sample)

            Learn what's included in the flow that validates the tax ID for an applying organization.

            Flow Element Description
            1. Start  
            2. Get Records: Get Account Record Searches for and retrieves the Account record related to this flow.
            3. Screen: Check Tax Status Shows the Tax Status Search component to the grantmaker, allowing them to search for a United States-based organization’s EIN and select a valid result.
            4. Screen: Selected Match Results Shows tax search results from GuideStar that a grantmaker selected.
            5. Assignment: Set Account Fields

            Changes the fields on the Account from the selected results, including:

            • Account Name to the Name 

            • Tax ID to the EIN

            6. Update Records: Update Account Updates the Account Name and Tax ID fields on the Account record.
            7. Screen: Success Message Presents a confirmation message that the Account is updated.

            Step-by-step overview of the Grants Management: Validate EIN (Sample) flow.

             
            Indlæser
            Salesforce Help | Article