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We're a grant-giving organization that receives grant applications annually. I saw this youtube video from Salesforce (https://www.youtube.com/watch?v=Wx8XAcfoj94) that seems to utilize SF in just the way we need--so users can access grant applications from the SF system. But I'm having trouble figuring out how to set this up. Is there an app I need? What tab should I use to create this? Do I need to add applications manually, or is there a way for us to integrate it so when an org fills out the app it goes straight to SF?
8 answers
  1. Jan 7, 2015, 9:33 PM
    Thank you for all the helpful videos and suggestions! @Tal Frankfurt

    Our org gives small grants to arts education programs in Oakland schools. Potential grantees are able to apply for funding once a year, in spring. They simply need to fill out our application form and e-mail or mail necessary attachments. We currently use Google Forms. Ideally, we'd like to switch to something that would keep all the parts of the application together. With Google Forms, there isn't an option to attach the forms to the application, so attachments are always sent separately, creating the potential for them to be lost or misplaced.

    I'll do a little more research and discuss this with our board, and be in touch if I have more questions. Thanks again!

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