---
schema_version: "1"
id: 512862ff384e1ebb8029e4054027a758b3cd4ab4631ab1f4934b3e7fb0393d3c
title: Install Grants Management Flows
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_install_grants_management_flows.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_install_grants_management_flows.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 568e07b2df13a4b874818768b9072e7599a7dc5c954567fae50e23e9d7bd2f11
description: Learn how to install the latest versions of unpackaged Grants Management flows in your org.
products:
  - Nonprofit
release: "264"
---
# Install Grants Management Flows

Learn how to install the latest versions of unpackaged Grants Management flows in your org.

- **[What's Included](https://help.salesforce.com/s/articleView?id=sfdo.gm_install_grants_management_flows.htm&release=264.0.0&type=5)**  
    Use the Grants Management Flow Installer to get the latest version of the unpackaged Grants Management flows in your org.
- **[Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.gm_install_grants_management_flows.htm&release=264.0.0&type=5)**  
    Before you install Grants Management Flows, ensure that you have the latest version of Grants Management.
- **[Install Flows](https://help.salesforce.com/s/articleView?id=sfdo.gm_install_grants_management_flows.htm&release=264.0.0&type=5)**  
    After you confirm that you meet the prerequisites, you’re ready to use the Grants Management Flow Installer.
- **[Change the Version of a Flow](https://help.salesforce.com/s/articleView?id=sfdo.gm_install_grants_management_flows.htm&release=264.0.0&type=5)**  
    After installation, if necessary, you can access and activate earlier versions of previously-installed flows.

## What's Included

Use the Grants Management Flow Installer to get the latest version of the unpackaged Grants Management flows in your org.

Other than [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."), the flows automatically activate after installation.

## Prerequisites

Before you install Grants Management Flows, ensure that you have the latest version of Grants Management.

For more information, see [Keep Up with Grants Management and Salesforce Releases](https://help.salesforce.com/s/articleView?id=sfdo.gm_keep_up.htm&release=264.0.0&type=5 "Stay informed about Salesforce.org product updates and release schedule.").

## Install Flows

After you confirm that you meet the prerequisites, you’re ready to use the Grants Management Flow Installer.

We recommend installing in a Sandbox environment or a Developer org before installing into a Production org. For more information, see [Create a Sandbox](https://help.salesforce.com/articleview?id=data_sandbox_create.htm&type=5).

1. Log out of all other Salesforce orgs or open the installer in an incognito window to ensure that you install in the correct org.
2. Go to the [Grants Management Flows Installer](https://www.google.com/url?q=https://install.salesforce.org/products/grants-management/latest/unpackaged-flows&sa=d&source=editors&ust=1632822236689000&usg=aovvaw3sbheevrfuhcxlowgng-gf) page.
3. Click **Log In** and then select an option:
    
    - **Production or Developer Org**
    - **Sandbox Org**
4. Click **Allow**.
5. Click **Start Pre-Install Validation**.
6. Select the flows that you want to install.
7. Click **Install**.
8. To confirm that you have read and agree to the terms of use, select the checkbox, and then click **Confirm**.

When the installation finishes, a confirmation dialog appears.

## Change the Version of a Flow

After installation, if necessary, you can access and activate earlier versions of previously-installed flows.

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. Next to a flow, click ![Show more 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/show_more_actions_icon.png), and then select **View Details and Versions**.
3. Under Flow Versions, activate the version of the flow that you want.