The Grants Management managed package simplifies grantmaking processes and improves the grantee experience. It includes program management, financial commitments, relationship management, and a grantee portal. By streamlining these processes, Grants Management helps grantmakers save time and resources, allowing them to focus on their missions and creating impact for their communities.
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.
- Learn about Grants Management
Become familiar with Grants Management, see how it compares with Outbound Funds Module, and explore the data model and the supporting objects. - Get Grants Management
Install Grants Management and complete the post installation tasks. - Set Up the Grants Experience Portal
Create a grants portal and configure user registration. - Set Up the Grantseeker Experience
Set up a grantseeker portal using Experience Cloud to streamline your funding request processes. - Set Up the Grantsmaker Experience
Support your organization's grantmakers by setting up robust due diligence and review processes. - Set Up Security
Review the available Grants Management security settings. - Use Grants Management
Use Grants Management to manage all your grants activities, from funding requests to budgets and reviews and more. Grantseekers can also complete the due diligence process. - Ongoing Administration
Keep up with releases and learn about localization and translation for Grants Management. - Appendix
Learn about flows and available reference documentation for Grants Management. - Grants Management Product Information for GDPR
Understand how the European Union General Data Protection Regulation (GDPR) affects Grants Management.