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Outbound Funds Module Managed Package
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            Create Application

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            Create Application

            Learn how the Create Application flow processes a funding request application.

            • Create Application
              The Create Application flow automates how the application initially starts for your applicant. This involves retrieving information about the Funding Program and user's Contact information, autofilling fields on the application, and creating the application record.

            Create Application

            The Create Application flow automates how the application initially starts for your applicant. This involves retrieving information about the Funding Program and user's Contact information, autofilling fields on the application, and creating the application record.

            Without the Create Application flow, a fundseeker can't apply for a Funding Request without making permission updates to the Fundseeker Plus Login profile.

            Overview of the Create Application flow.

            Flow Element Action
            1. Start  
            2. Decision: Is Guest User? Checks if the user is a guest user or site user.
            3. Get Records: Query Funding Program Searches for and stores the Funding Program record to use in the Decision step.
            4. Decision: Is Funding Program Active? Checks if the Funding Program is active. If it’s not active, an error occurs.
            5. Get Records: Query Community User's Contact Searches for the user’s Contact information.
            6. Screen: Fill Out Application

            Interface for the user to fill out the application.

            Note
            Note The default fields a user can update are Requested Amount and Requested For, but you can add additional fields and components.
            7. Assignment: Autocomplete Application

            Autofills several fields on the application, including:

            • Application Date

            • Applying Contact

            • Funding Program

            • Funding Request Name

            • Requested Amount

            • Requested For

            • Status: In Progress

            • Applying Employee
            8. Create Records: Create Application Creates the application. This creates a new Funding Request record.
            9. Screen: Thank You Presents a confirmation message thanking the user.
            10. Screen: Application File Allows the user to upload files to their application.
            11. Screen: Navigate to the New Application Redirects the user to the newly created application page.
             
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            Salesforce Help | Article