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  #Foundations Community Group #Outbound Funds Module

Hiya friends! I have a

to share: 

Outbound Funds Module has been such a great centerpiece for my org's grantmaking operations. There was just one annoyance for our team... Disbursements weren't being created with consistency and when they were (because we will give out sometimes 90 grants in a cycle) there were too many clicks to get them setup.  

Well, I've recently added a whole bunch of new fields required for Funding Program setup. Included are defaults for grant periods, reimbursement requirements, reporting requirements, etc. Among those are disbursement schedules - some are one-time, but others are monthly or quarterly.  When Requests reach the awarded status, FLOW automations kickoff overnight and create the appropriate number of Disbursement records set to 'Pending' for the correct date in the future. Plus, a new lightning page now houses some dashboards and a screen flow to pull those eligible Disbursements (by Program or Organization), mark them as 'paid' and exported into a csv with GL codes for our Finance system to injest and spit out payments.  

So much efficiency.  

So satisfying.  

Just wanted to share. 

Hey Everyone! Hope you are all safe and managing through the craziness. From personal experience, I do not recommend chopping off your own hair in frustration. Anyway, if you are not a member of the Foundations Community Group, please sign up at the link below. On Friday we are having a Power Hour about using Contact Roles w Conga. On May 7, we are having a meeting about Communities and other portal solutions. Also, we will look at use cases for FormAssembly. We have fC and non-fC members. Open to any grantmakers using Salesforce. Sign up to learn more. Be well.

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