Good Morning Everyone - I hope y'all are staying healthy, sane, and happy (I know those don't always go together) - - I am a board member and Salesforce Administrator for Atlanta Pride. I am currently looking for guidance on grant management. We will often have both incoming and outgoing grants. How has everyone else maintained this? (I see the great inbound grant management via opportunity)..
I see that there is this solution on the
salesforce.org website, but I am not sure if this is something that is only for nonprofit cloud, or if it would also work with NPSP https://www.salesforce.org/nonprofit/foundationconnect/Well hello @Melissa Hill Dees , fancy meeting you here 🙂
The biggest thing is that each year we do community reinvestment grants, granting a certain % of our budget to other organizations in the LGBTQ+ community space. Currently they fill out a wufoo (blah) form and its all managed via excel. I would love to have the ability to track this in salesforce from application to award and any follow-up needs (i.e. did they meet their goal with the grant, etc)
