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Outbound Funds Module Managed Package
Manage Funding Programs

Manage Funding Programs

Create funding programs from the App Launcher in Outbound Funds Module.

  • Create a Funding Program
    A Funding Program can represent an overall thematic initiative or be a parent program to several children programs. This needs to be set up before applicants can apply for funding.

Create a Funding Program

A Funding Program can represent an overall thematic initiative or be a parent program to several children programs. This needs to be set up before applicants can apply for funding.

  1. From the App Launcher (App Launcher), find and select Funding Programs.

  2. Click New.

  3. Enter a Funding Program Name. For example, Community Impact.

  4. Optionally, configure additional details.

  5. Click Save.

Watch the Nonprofit Salesforce How-To Series video about Outbound Funds Create a Funding Program and Funding Request.

 
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