Grants Management (SFDO Product)

Hi everyone. After years of appearing on our Experience Site without issue, our "Community Manage Collaborators" button has disappeared from our site.  

What currently appears in our Website Builder:

 What should be appearing: 

Funding Request Collaboration is currently enabled at Custom Metadata, as well: 

We did notice that our "Grants Management" Permission Set Feature License has been disabled - but none of the users who were previously assigned that permission set were actively publishing or working on the site, as of late.  

Thank you to anyone can help resolve this issue!

Hello Community,

I am hoping somebody can shed some light on an implementation question/concern that I have. My client has a new Nonprofit Cloud org with Grantmaking. We assumed that Grantmaking would have everything we would need to run a basic 'grants management' solution. However, we soon found out that the 'Manage collaborators' functionality is part of the 'Grants Management installed package'. So just the fact that we have to install a separate package after having a 'Grantmaking' org provisioned was a surprise at first. After installing the 'Grants Management' package I see that we also get OFM with it. This means we now have 2 versions of all of the 'Funding' objects such as Programs, Disbursements, Requirements etc.

I am wondering what the guidance or best practice is in this situation? Do we just not enable 'Grantmaking' in setup and go with the continued use of OFM for those objects? Has anyone else been faced with this dilemma yet? Any additional concerns around the use of Person Accounts with OFM if we take the OFM path?

Thanks in advance for your help :)

In the Grants Management custom metadata type, there's a field for "Grant Review Portal URL". The help text says "The URL of the Review object in the portal", but I'm not at all clear what that actually means. Product documentation doesn't really help either: "Enter your Grant Review Portal URL.". I assume this is what's used to build the URL to be sent to a reviewer, but I haven't found the magic formula (and so far neither has SF support). Can someone help? Thanks. 

On August 12 at 2 pm ET/11 am PT, we’re getting together admins, users, contributors and appreciators of the community-developed Outbound Funds Module (OFM) on its 5-year anniversary of passing security review (being a Salesforce validated app). Come meet your peeps, share stories of great implementations, hear creative use cases and… discuss possible futures for a community-developed and supported grants management system.

This is the first in a possible series of meetups to support and advance the OFM product and community. Join us and play a part in ensuring there are high-quality, open-source apps available to nonprofits and foundations taking a platform-based approach to success with Salesforce. 

For the sharing portion of the agenda we are looking for volunteers that are willing to share their stories, so if you are interested and willing to be featured during that part of the agenda, please let us know in the comments below.

To Register, please use the following link to get a calendar invite and Zoom link. [Register]

Thank you to my fellow co-hosts for making this happen, @Shari Carlson, @Nick Lindberg, @Brian Pickett, @Kim Schaefges and @Judi Sohn!

@Salesforce Commons & Sprint Events @Foundations User Group @Grants Management (SFDO Product)

Hello:

I'm curious if anyone has decided to migrate to the new Nonprofit Cloud for Grantmaking from FC? We're looking to speak with others as we're considering NPC as our replacement solution. 

I'm running into errors when trying to use the Manage Collaborators button and the Invite Collaborators button and then from the perspective of the person who was invited to collaborate. Errors pop up and when the invited user clicks on the View Invitation button, then clicks on the Accept button, there's another error which tells the user to contact the person who invited them. When that user logs in, they can't see the application/grant record. Also, back in Salesforce for internal users, the status of that invite remains as Sent even through the invited user clicked on the Accept button. I've been digging through GM documentation as well as through the community and Known Issues and I don't see any resolutions or help. Has anyone else experienced this and able to resolve?

Calling all help with Grant Management Funding Request Collaboration, Cannot get the Community Manage Collaborators button to appear for Community users (does appear for admin in the community). Have been through the profile with a fine toothed comb, added all available permission sets but nothing! The frustrating thing was this was working! but has stopped. 

Excited to share our whitepaper on Salesforce grant management systems (GMS). The whitepaper compares features and functionality across Outbound Funds Module, Nonprofit Cloud for Grantmaking, and a custom Salesforce solution. Our goal is to inform and educate, ultimately help folks make the right-fit decision that matches their organizational needs. 

@Foundations User Group

@foundationConnect

@Outbound Funds Module (SFDO Product)

@Nonprofit Cloud for Grantmaking

@Grants Management (SFDO Product)

@Nonprofit Hub

Hi Experts,

We have installed the grant management module in our org, and we want to leverage the grant management funding program portal. We have two funding programs: one is used for organizations to apply for funds, and the other one is used for individuals to apply for funds. 

I want to know if the grant management portal can be used for individuals to apply for funds?

@Outbound Funds Module (SFDO Product)@Nonprofit Release Readiness @Nonprofit Hub

A good read about a Foundation using the open-source Outbound Funds Module to create a full-featured Grants Management solution.

@Outbound Funds Module (SFDO Product)

@foundationConnect

@Foundations User Group

@Grants Management (SFDO Product)