---
schema_version: "1"
id: 612a3ae6d16b939821d9647f938e155f4c044e201b6025baa73a5482804af991
title: Outbound Funds Module Automation Options
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ofm_automation_options.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ofm_automation_options.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 813dfeba50ecd6de4b836d0d9aa57e31364b89f1a13c6171f6daa117eee74ec5
description: Learn about the types of automation that you can use to streamline processes for managing funding requests.
products:
  - Nonprofit
release: "264"
---
# Outbound Funds Module Automation Options

Learn about the types of automation that you can use to streamline processes for managing funding requests.

- **[Create Approval Processes](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_approval_processes.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_quick_actions.htm&release=264.0.0&type=5)**  
    Create quick actions to give your nonprofit users convenient access to important information.
- **[Create Funding Request Paths](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_funding_request_paths.htm&release=264.0.0&type=5)**  
    Help your users complete funding requests by creating paths that guide them through each step.
- **[Create Validation Rules](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_validation_rules.htm&release=264.0.0&type=5)**  
    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.