--- schema_version: "1" id: 24b605e7bf7397d96912c180aebd0f9fc1c1e1ae8476d77c9ed4f455b5fadc84 title: Enable Funding Request Collaboration collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_enable_fnd_request_collab.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_enable_fnd_request_collab.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 5724d399fd1171666b75946fe7fbe579850c1fcbd67c56afc18ba8918f78a277 description: Prepare Salesforce and your grants portal for applicants to collaborate on Funding Requests. products: - Nonprofit release: "264" --- # Enable Funding Request Collaboration Prepare Salesforce and your grants portal for applicants to collaborate on Funding Requests. - **[Allow Funding Request Collaborators](https://help.salesforce.com/s/articleView?id=sfdo.gm_enable_fnd_request_collab.htm&release=264.0.0&type=5)** Allow applicants to invite collaborators on Funding Requests in the grants portal. - **[Update Invitation to Collaborators](https://help.salesforce.com/s/articleView?id=sfdo.gm_enable_fnd_request_collab.htm&release=264.0.0&type=5)** Update the email template to reflect your organization's branding and messaging. - **[Use a Flow to Share Related Records with Collaborators (Optional)](https://help.salesforce.com/s/articleView?id=sfdo.gm_enable_fnd_request_collab.htm&release=264.0.0&type=5)** Skip this step if your organization's external sharing model is set to Read/Write or you don't want collaborators in the grants portal to see details beyond what's in the Funding Request. ## Allow Funding Request Collaborators Allow applicants to invite collaborators on Funding Requests in the grants portal. 1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**. 2. Enter Metadata in the Quick Find box, then click **Custom Metadata Types**. 3. Next to Grants Management Settings, click **Manage Records**. 4. Edit the **GlobalFeaturesSettings**. 5. Select **Funding Request Collaboration** to turn on the ability to collaborate. 6. Enter how long the invitation is available in seconds in **Collaborator Invitation Time Length**. The default is 7 days (604,800 seconds). 7. Enter your **Collaborator Invitation URL**. Find the base URL in your portal by looking at the properties of the Collaborator Invitation page in Builder and append it to your portal's URL. For example, https://customdomain.yourgrantsportal.com/s/collaborator-invitation. 8. Enter the Unique Name of your self-signed certificate in **Collaborator Invitation Certificate Name**. Learn how to create a self-signed certificate in [Generate a Self-Signed Certificate](https://help.salesforce.com/s/articleview?id=xcloud.security_keys_creating.htm&type=5). 9. Save your work. ## Update Invitation to Collaborators Update the email template to reflect your organization's branding and messaging. 1. From the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/app_launcher_icon.png)), find and select **Email Templates**. 2. Select **Grants Management: Email Invitation for Collaborators**. 3. Edit the template and update the message content. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png) Note If you're unable to edit the template, review [Select Who Can Work in Email Template Builder](https://help.salesforce.com/s/articleview?id=sales.email_template_builder_users.htm&type=5). 4. Save your work. The [Grants Management: Send Invitations to Collaborators (Sample)](https://help.salesforce.com/s/articleView?id=sfdo.gm_send_invitations_to_collaborators.htm&release=264.0.0&type=5 "Learn what's included in the Funding Request collaborators invitation flow.") flow includes the logic for when the email is sent. Modify the flow criteria to fit your organization's needs. Learn more in [Create or Modify a Flow](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_modify_flow.htm&release=264.0.0&type=5 "Create a flow or modify the Create Application flow to suit your nonprofit organization’s needs."). ## Use a Flow to Share Related Records with Collaborators (Optional) Skip this step if your organization's external sharing model is set to Read/Write or you don't want collaborators in the grants portal to see details beyond what's in the Funding Request. The Funding Request and records related to the Funding Request are automatically shared with collaborators through a public group. The Applying Organization and Applying Contact records aren't shared in the public group, and these fields are blank for collaborators in the grants portal unless you explicitly share the records. Activate the [Grants Management: Share Account and Contact with Collaborators (Sample)](https://help.salesforce.com/s/articleView?id=sfdo.gm_share_account_contact_wcollaborators.htm&release=264.0.0&type=5 "Learn what's included in the flow that shares the Applying Organization and Applying Contact with a Funding Request Collaborator.") flow to share the applying organization's information. Modify the flow if you need to share additional records with collaborators. The Share Account and Contact with Collaborators (Sample) flow: - Assumes Contact sharing is set to Controlled by Parent. - Isn't active by default. Activate and test this flow in a sandbox before using it in production. Record sharing in Salesforce is highly dependent on your org's configuration.