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Grants Management Managed Package
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            Grants Management: Validate EIN (Sample)

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            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.

             
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            Salesforce Help | Article