Support your organization's grantmakers by setting up robust due diligence and review 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 a Due Diligence Process
Implement a due diligence process for your nonprofit organization by setting up Action Plans, tax status search, and more. - Set Up a Review Process
Configure the Review Workspace fields and map the review statuses.