Salesforce Grantseeker Collaboration in Grants Management Nonprofit CloudSalesforce Grantseeker Collaboration

Salesforce Grantseeker Collaboration in Grants Management Nonprofit Cloud

Utilize Salesforce Grants Management for the collaborative collection and review of funding requests. Salesforce Grantseeker Collaboration tool empowers nonprofits.

Allow Funding Request Collaborators:

Navigate to Setup by clicking .
Enter “Metadata” in the Quick Find box, then click “Custom Metadata Types.”
Next to “Grants Management Settings,” click “Manage Records.”
Edit the “GlobalFeaturesSettings.”
Enable “Funding Request Collaboration” to allow collaboration.
Set the duration for the invitation’s availability (default is 7 days).
Specify the Collaborator Invitation URL using your portal’s base URL.
Enter the Unique Name of your self-signed certificate.
Save your settings.

Update Invitation to Collaborators:

Access Email Templates from the App Launcher ().
Select “Grants Management: Email Invitation for Collaborators.”
Edit the template to align with your organization’s branding.
Save your changes.
Modify the Grants Management: Send Invitations to Collaborators (Sample) flow criteria as needed.
Customize access for grantseekers, considering optional settings for efficiency.
New users are prompted to update organization information on the Home page or the grantee portal user icon ().

Key Functions of Salesforce Grantseeker Collaboration:

Track, manage, and deliver funding programs for stronger outcomes.
Nurture stakeholder relationships and understand their ties to funding programs.
Eliminate silos between teams for improved collaboration.
Enhance experiences for grantees by streamlining administrative processes.
Create and publish funding opportunities, provide collaboration tools, award grants, and manage budgets and disbursements.

Nonprofit Cloud and Nonprofit Success Pack