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Outbound Funds Module Managed Package
Customize Fundseeker Application Flows

Customize Fundseeker Application Flows

Learn about ways to use automation in Outbound Funds Module to help you manage funding requests more efficiently.

  • Create Application
    Learn how the Create Application flow processes a funding request application.
  • Submit Application
    The Submit Application flow automates how an 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 application can’t be submitted to your organization for review.
  • Create or Modify a Flow
    Create a flow or modify the Create Application flow to suit the needs of your nonprofit organization.
 
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Salesforce Help | Article