Integrate Grants Management in Agentforce Health

Streamline your healthcare funding programs, from application intake and credential verification to milestone disbursements, by integrating Grants Management in Agentforce Health. Skip building custom grant solutions by using built-in objects for funding programs, individual applications, requirements, and disbursements. Automate applicant verification with National Provider Identifier lookups, and evaluate grant applications in a unified review workspace. Maintain accountability and compliance by tying disbursements to the required milestone documentation.

Where: This change applies to Lightning Experience in Unlimited editions with Health Cloud.

Who: This feature is available to users with the Grantmaking Manager, Grantmaking for Experience Cloud, Grantmaking Internal Reviewer, or Grantmaking External Reviewer permission sets.

How: From Setup, go to Grantmaking settings, and turn on Grantmaking.