Review the available Grants Management security settings.
Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in Nonprofit Cloud. If you're not sure which version your organization uses, check with your Salesforce admin.
- Use Permission Sets
Review the available permission sets in Grants Management and create permission sets for due diligence and budget management. - Set Field-Level Security
Configure field-level security for grantmakers. - Grants Management Permissions Reference
Find details about the Grants Management permission sets including object, field, Apex class, and Visualforce page access.