Set up a grantseeker portal using Experience Cloud to streamline your funding request processes.
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.
- Set Up Grantseeker Access
Configure security access such as profiles, permissions, sharing settings, and more. - Let Grantseekers Update Their Information
Set up access for grantseekers so that they can update their organization's information. Review the available optional settings, such as updating global action or quick actions, to help the process be more efficient. - Customize Grantseekers Application Flows
See the automation available in Grants Management that can help you manage funding requests more efficiently.