The Outbound Funds Module managed package is designed for foundations and nonprofit organizations to manage and track funding requests and outgoing funds. It’s a customizable foundation for managing funds awarded by an organization, such as grants, scholarships, or internal funding.
- Learn About Outbound Funds Module
Get an overview of Outbound Funds Module and its data model. - Get Outbound Funds Module
Install Outbound Funds Module, complete the post-installation tasks, and update your package if needed. - Set Up the Fundseeker Experience
Set up a fundseeker portal by using Experience Cloud to streamline funding requests. - Use Outbound Funds Module
Set up funding programs and funding requests to manage the fundseekers’ applications. Share those records with your team and provide feedback. If needed, create disbursements for your expenditures. Learn about localization and translation for Outbound Funds Module. - Keep Up with Outbound Funds Module and Salesforce Releases
Stay informed about Salesforce.org product updates and release schedule. - Outbound Funds Module Security
Review the available security settings for Outbound Funds Module. - Outbound Funds Module Automation Options
Learn about the types of automation that you can use to streamline processes for managing funding requests. - Outbound Funds Module Reporting
Learn which reports are available with Outbound Funds Module and how to set up a kanban list view to easily visualize your work. - Outbound Funds Module GDPR Documentation
Understand how the European Union General Data Protection Regulation (GDPR) affects Outbound Funds Module.