Manage Grantmaking with Salesforce
Offered By: Salesforce via Trailhead
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
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