Learn about the types of automation that you can use to streamline processes for managing funding requests.
- Create Approval Processes
An approval process automates how records are approved. You can create an approval process for a task, email alert, field update, or outbound message. - Create Quick Actions
Create quick actions to give your nonprofit users convenient access to important information. - Create Funding Request Paths
Help your users complete funding requests by creating paths that guide them through each step. - Create Validation Rules
Validation rules verify that data entered by a user meets the criteria you specify before the record can be saved. It can also prevent users from editing records that meet certain criteria, such as when a Disbursement is considered Paid.