YoVDO

Manage Grantmaking with Salesforce

Offered By: Salesforce via Trailhead

Tags

Salesforce Courses Budget Management Courses

Course Description

Overview

Use Grantmaking to manage every stage of your funding programs, from administration through the post-award phase.
  • Learn how your organization can plan, review, and manage grants in Salesforce.
  • Manage budgets, applications, reviews, and awards with Grantmaking.
  • Use the Grantmaking site template to streamline work with applicants and grantees.

Syllabus

  • Grantmaking: Quick Look
    • Meet Grantmaking
  • The Grantmaking Lifecycle in Salesforce
    • Understand the Grantmaking Lifecycle
    • Set Up Programs and Budgets
    • Create Funding Opportunities
    • Collect and Process Individual Applications
    • Manage Funding Awards and Disbursements
  • Grantmaking Site Template for Experience Cloud
    • Meet the Grantmaking Site Template
    • Make Decisions About Your Grantmaking Site
    • Understand the Grant Seekers Experience

Tags

Related Courses

Creating Site-Specific Dance and Performance Works
California Institute of the Arts via Coursera
Comptabilité de gestion et pratique du tableur
Université Montpellier 2 via France Université Numerique
ABC da Gestão de Projetos.
Fundação Instituto de Administração via Coursera
Infrastructure Management for Public Libraries
University of Michigan via edX
Public Library Marketing and Public Relations
University of Michigan via edX