Hello, has anyone built a grant application form using OFM? My implementation consultant said that SF is no longer supporting OFM. Is that true? Based on a video from SF this was a feature the system had (or has). Thanks for your input in advance! #Automation #Grants Management #External Application #Grant Application
@damian humphrey Yes - I've used the Requirements object to store budget and programmatic reporting information in OFM. And then in case we used FormAssembly (a 3rd party app) as the form tool that the grantees used to complete applications and reports. For another case, we used screen flows in a Salesforce Community/Experience for the forms the grantees submitted. It really came down to the experience the foundation wanted the grantees to have. We have also built out customized Review process and portal where we created a mass review assignment and side by side review and feedback screen. As well as a custom Due Diligence/Compliance process that can be managed directly from the Funding Request page.
