---
schema_version: "1"
id: 43a46b863dc88fe0eb65e1c899422885493d578f158980e93915d754de3ed022
title: "Grants Management: Validate EIN (Sample)"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_validate_ein.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_validate_ein.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9e8ef2276afa00423f6ac1325d329b2293338e88e2b014168d6f5bbd9807a8de
description: Learn what's included in the flow that validates the tax ID for an applying organization.
products:
  - Nonprofit
release: "264"
---
# Grants Management: Validate EIN (Sample)

Learn what's included in the flow that validates the tax ID for an applying organization.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13350e40">Flow Element</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13350e43">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e40 ">1. Start</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e43 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e40 ">2. Get Records: Get Account Record</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e43 ">Searches for and retrieves the Account record related to this flow.</td>

          </tr>
          <tr class="">
            <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e40 ">3. Screen: Check Tax Status</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e43 ">Shows the Tax Status Search component to the grantmaker, allowing them to search for a United States-based organization’s EIN and select a valid result.</td>

          </tr>
          <tr class="">
            <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e40 ">4. Screen: Selected Match Results</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e43 ">Shows tax search results from GuideStar that a grantmaker selected.</td>

          </tr>
          <tr class="">
            <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e40 ">5. Assignment: Set Account Fields</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e43 ">
              <p>Changes the fields on the Account from the selected results, including:</p>
              <ul>
                <li>
                  <p>Account Name to the Name&nbsp;</p>
                </li>

                <li>
                  <p>Tax ID to the EIN </p>
                </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e40 ">6. Update Records: Update Account</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e43 ">Updates the Account Name and Tax ID fields on the Account record.</td>

          </tr>
          <tr class="">
            <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e40 ">7. Screen: Success Message</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13350e43 ">Presents a confirmation message that the Account is updated.</td>

          </tr>
        </tbody>
      </table>

![Step-by-step overview of the Grants Management: Validate EIN (Sample) flow.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/gm_validateein.png)