To help you see the various stages in the grant process, it is helpful to use the Salesforce Lightning component known as a Path. Based on the Opportunity stage field, your Path provides a visualization of the step-by-step process of securing grants for your organization.
- Open a Grant record that's been set to Prospecting.
- In the Deliverables related list, click New.
- Give the deliverable a Name and add additional detail. Be sure to indicate the Due Date.
- Click Save.
- Enter additional Deliverable records. You can enter as many as is appropriate.
What is Salesforce grants management?
That’s where Salesforce Grants Management comes in. Salesforce Grants Management helps grantmakers track, manage, and deliver funding programs in a single system. Having everything in one system leads to removing silos, increasing cross-team transparency, and improving operations.
How to keep track of multiple grant deadlines in Salesforce?
If your organization has multiple grants in the pipeline, it can be hard to keep track of all the tasks which have deadlines approaching. The Task reminder feature in Salesforce provides a solution for keeping these deadlines in order.
How can Salesforce help your nonprofit?
Find Salesforce-certified consultants that specialize in serving the nonprofit community. Find solutions that extend your CRM capabilities to include peer to peer giving, ticketing, and more. Salesforce Grants Management is purpose-built for grantmakers to streamline their processes and get critical funding out to their communities quickly.
How do I view the grant process in Salesforce Lightning?
To help you see the various stages in the grant process, it is helpful to use the Salesforce Lightning component known as a Path. Based on the Opportunity stage field, your Path provides a visualization of the step-by-step process of securing grants for your organization.
What is a deadline in Salesforce?
Deadlines are an integral part of grant management, from submitting deliverables to reaching spending goals by an agreed upon date. If your organization has multiple grants in the pipeline, it can be hard to keep track of all the tasks which have deadlines approaching. The Task reminder feature in Salesforce provides a solution for keeping these deadlines in order.
What is a grant for a nonprofit?
A grant is a sum of money given to an organization or individuals for a specific purpose. Securing grant funding can be a key component for many nonprofit fundraising strategies. They are a great way to obtain small or large sums of money for your projects and research.
What is the importance of tracking deadlines?
Deliverables: Tracking Deadlines for Your Communication with the Funding Organization. Another important part of the grant process is tracking your deadlines. Tracking due dates for some milestones, such as letter of intent and final applications, are important at the beginning of the process. Just as important are those deadlines you face ...
Does Aniyah apply for a grant?
Aniyah has never applied to the (fictional) Hive Foundation for a grant , but she subscribes to their email newsletters and just read an announcement about the homelessness and poverty grants that Michon Levitt, a Program Coordinator at the Hive Foundation, just published.
Can guests see funding programs on hive?
The Hive Foundation uses the default setting that guests can’t see funding programs, so Aniyah signs up for a new account. She creates a password, logs in, and then clicks Funding Programs. There’s that new poverty and homelessness funding program! She clicks to read the details.
Learning Objectives
Funding The Work That Changes The World
- Imagine a world with no poverty or hunger, quality education for all, thriving ecosystems, and sustainable cities with healthy residents. This is the world that nonprofit and non-governmental organizations across the globe strive for. They invest time and talent in work that transforms systems and communities. But this work also takes a significant amount of money. If you work …
The Objects to Store Grantmaking Data
- Let’s check out some of the objects included in Grants Management. Here’s an example of how these objects work together throughout the grant lifecycle in Grants Management: 1. The grantmaker creates funding programsand publishes them in the grantee portal 2. A grantseeker applies and creates a funding request 3. The grantmaker performs verification checksand confir…
Meet The Grantee Portal
- Most of the grant cycle—and the back-and-forth between grantmakers and grantseekers—is done in the grantee portal. It allows grantseekers, grantees, reviewers, and grantmakers to collaborate and securely exchange information. To help you get started with the grantee portal, Grants Management comes with the Experience Cloud Grantee Portal site template, a way to quickly se…
Resources
- Salesforce.org Website: Grants Management: Track, Manage and Deliver Funding Programs
- Solution Brief: Salesforce for Grants Management (PDF)
- Salesforce.org Website:Nonprofit Cloud Partners
- Trailhead: Outbound Funds Module (OFM): Quick Look