---
schema_version: "1"
id: a3d6ed9c4f3e1584697ad1f515b6bf8441c516b20b7e5a6b1fae5284c5c78e0b
title: Optional Configuration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_optional_config.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_optional_config.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3290653265925bc400f3e6e80d7408ef3aea990f0b89ed70aa3aaf44ef8453ee
description: Review the available optional configurations to help your organization be more efficient in performing grantseeking activities.
products:
  - Nonprofit
release: "264"
---
# Optional Configuration

Review the available optional configurations to help your organization be more efficient in performing grantseeking activities.

- **[Create a Case Layout for External Users](https://help.salesforce.com/s/articleView?id=sfdo.gm_optional_config.htm&release=264.0.0&type=5)**  
    Create a Case page layout specific to external users, such as grantseekers, to review their Account Update Requests. This is an optional step.
- **[Add Cases to Navigation](https://help.salesforce.com/s/articleView?id=sfdo.gm_optional_config.htm&release=264.0.0&type=5)**  
    Add Cases to the Grants Management navigation bar for grantmakers to easily access submitted requests, such an Account Update Request. This is an optional step.
- **[Update the Account Update Request Global Action](https://help.salesforce.com/s/articleView?id=sfdo.gm_optional_config.htm&release=264.0.0&type=5)**  
    The Submit Account Update Request component uses the Account Update Request global quick action, which defines fields that show up to a user when requesting an organization update and controls how the fields are displayed. You can make updates to the quick action to better reflect your organization and its processes.
- **[Update the Account Update Request Case Quick Action](https://help.salesforce.com/s/articleView?id=sfdo.gm_optional_config.htm&release=264.0.0&type=5)**  
    Add record types, predefined field values, and fields to the Account Update Request Case quick action.

## Create a Case Layout for External Users

Create a Case page layout specific to external users, such as grantseekers, to review their Account Update Requests. This is an optional step.

1. Click ![Setup 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/setup.png), and then click **Setup**.
2. Click **Object Manager**.
3. Click **Cases**.
4. Click **Case Page Layouts**.
5. Click **New**.
6. Enter a Name. For example, External User Case Layout.
7. Click **Save**.
8. Include the fields you want an external user to see. For example, Contact Name, Status, Priority, Case Origin, Date/Time Opened, Subject, Description, and Web Email.
    
    ![Case page layout for external users](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/casepagelayoutforexternalusers.jpg)
9. Click **Save**.
10. Click **Page Layout Assignments**.
11. Click **Edit Assignments**.
12. Select the external user profiles. For example, **Grantseeker Plus Login**.
13. Select the new page layout from the Page Layout To Use. For example, **External User Case Layout**.
14. Click **Save**.

## Add Cases to Navigation

Add Cases to the Grants Management navigation bar for grantmakers to easily access submitted requests, such an Account Update Request. This is an optional step.

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_grey.png)), find and select **Grants Management**.
2. Click ![Pencil icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/pencil.jpg).
3. Click **Add More Items**.
4. Click **All**.
5. Click ![Plus icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/add.jpg) next to Cases.
6. Click **Add 1 Nav Item**.
7. Click **Save**.

## Update the Account Update Request Global Action

The Submit Account Update Request component uses the Account Update Request global quick action, which defines fields that show up to a user when requesting an organization update and controls how the fields are displayed. You can make updates to the quick action to better reflect your organization and its processes.

1. Click ![Setup 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/setup.png), and then click **Setup**.
2. Enter Global in the Quick Find Box, then select **Global Actions**.
3. Click **Account Update Request**.

### Get a Record Type

By default, doesn't set a record type for the Account Update Request global quick action. If your org has defined record types for Accounts, those can be assigned.

1. From the Account Update Request global quick action, click **Edit**.
2. Select a Grants Management Record Type.
3. Click **Save**.

For more information, see [Quick Actions and Record Types](https://help.salesforce.com/articleview?id=actions_and_record_types.htm&type=5) in Salesforce Help.

### Create Predefined Field Values

Create predefined field values to automatically assign a value to a field.

1. From the Account Update Request global quick action, click **New**.
2. Select a Field Name. For example, **Account Source**.
3. Select a Specific Value. For example, **Web**.
    
    ![Configure the field values for an Account Update Request](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/predefined_globalaction.jpg)
4. Enter a Formula Value, if needed.
5. Click **Save**.

### Update the Layout

By default, the Account Name and Billing Address fields are visible to external users in the Account Update Request. If you need additional fields, you can add them here—just remember to give external users access to any added fields.

1. From the Account Update Request global quick action, click **Edit Layout**.
2. Drag a field from the palette.
    
    ![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 The Account Owner field isn't currently supported on the Account Update Request global quick action page layout.
3. Click **Save**.

## Update the Account Update Request Case Quick Action

Add record types, predefined field values, and fields to the Account Update Request Case quick action.

1. Click ![Setup 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/setup.png), and then click **Setup**.
2. Click **Object Manager.**
3. Click **Contact**.
4. Click **Buttons, Links, and Actions**.
5. Click **Account Update Request Case**.

### Set Record Types

By default, Grants Management doesn't set a record type for the Account Update Request Case quick action. If your org has defined record types for Cases, those can be assigned.

1. From the Account Update Request Case quick action, click **Edit**.
2. Select a Record Type.
3. Click **Save**.

For more information, see [Quick Actions and Record Types](https://help.salesforce.com/articleview?id=actions_and_record_types.htm&type=5) in Salesforce Help.

### Create Predefined Field Values

Create predefined field values to automatically assign a value to a field.

1. From the Account Update Request Case quick action, click **New**.
2. Select a Field Name. For example, **Case Origin**.
3. Select a Specific Value. For example, **Web**.
4. Enter a Formula Value, if needed.
5. Click **Save**.

### Update the Layout

By default, the Account Name and Billing Address fields are visible to external users in the Account Update Request Case. If you need additional fields, you can add them here—just remember to [give external users access](https://help.salesforce.com/s/articleview?id=sfdo.gm_grant_access_update_org_info.htm) to any added fields.

1. From the Account Update Request Case quick action, click **Edit Layout**.
2. Drag a field from the palette.
3. Click **Save**.