---
schema_version: "1"
id: 5c7e3ec424539ff762097c2ac81616826b59464d4838836101baea66c7daf568
title: Create Application
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ofm_create_application.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_application.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8057a590fb732031b03b39c04e574f6034b627aad61f7537b6f28768cc7b799e
description: Learn how the Create Application flow processes a funding request application.
products:
  - Nonprofit
release: "264"
---
# Create Application

Learn how the Create Application flow processes a funding request application.

- **[Create Application](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_application.htm&release=264.0.0&type=5)**  
    The Create Application flow automates how the application initially starts for your applicant. This involves retrieving information about the Funding Program and user's Contact information, autofilling fields on the application, and creating the application record.

## Create Application

The Create Application flow automates how the application initially starts for your applicant. This involves retrieving information about the Funding Program and user's Contact information, autofilling fields on the application, and creating the application record.

Without the Create Application flow, a fundseeker can't apply for a Funding Request without making permission updates to the Fundseeker Plus Login profile.

![Overview of the Create Application flow.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/create_application.png)

<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="d2293e91">Flow Element</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d2293e94">Action</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">1. Start</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">&nbsp;</td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">2. Decision: Is Guest User?</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">Checks if the user is a guest user or site
                user.</td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">3. Get Records: Query Funding Program</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">Searches for and stores the Funding Program
                record to use in the Decision step.</td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">4. Decision: Is Funding Program
                Active?</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">Checks if the Funding Program is active. If
                it’s not active, an error occurs.</td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">5. Get Records: Query Community User's
                Contact</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">Searches for the user’s Contact
                information.</td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">6. Screen: Fill Out Application</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">
                <p>Interface for the user to fill out the
                  application.</p>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/images/icon_note.png" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> The default fields a user can update are
                      Requested Amount and Requested For, but you can add additional
                      fields and components.</div>
                  </div>
                </div>
              </td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">7. Assignment: Autocomplete
                Application</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">
                <p>Autofills several fields on the application,
                  including:</p>
                <ul>
                  <li>
                    <p>Application Date</p>
                  </li>

                  <li>
                    <p>Applying Contact</p>
                  </li>

                  <li>
                    <p>Funding Program</p>
                  </li>

                  <li>
                    <p>Funding Request Name</p>
                  </li>

                  <li>
                    <p>Requested Amount</p>
                  </li>

                  <li>
                    <p>Requested For</p>
                  </li>

                  <li>
                    <p>Status: In Progress</p>
                  </li>

                  <li>
                    <p>Applying Employee</p>
                  </li>

                </ul>
              </td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">8. Create Records: Create Application</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">Creates the application. This creates a new
                Funding Request record.</td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">9. Screen: Thank You</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">Presents a confirmation message thanking the
                user.</td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">10. Screen: Application File</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">Allows the user to upload files to their
                application.</td>

            </tr>
            <tr class="">
              <td data-label="Flow Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e91 ">11. Screen: Navigate to the New
                Application</td>

              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d2293e94 ">Redirects the user to the newly created
                application page.</td>

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