Implementation modules

Grantmaking Core Features

The core of Salesforce Grantmaking, configured around how your foundation actually funds.

Runs early, before anything depends on it

Grantmaking runs on a lifecycle: programs open, applications arrive, decisions get made, money moves, results come back. This opening module sets up the Grantmaking data model around your funding programs, cycles and record types so the lifecycle lives in one system instead of a spreadsheet constellation. You finish with the foundation configured, and a team that can navigate it without a translator.

Where this falls

Step 1 in the Agentforce Nonprofit Grantmaking with Data Import Support

The Agentforce Nonprofit Grantmaking with Data Import Support runs its modules in sequence. Every engagement includes each step, whether or not it has a page here yet.

Before this

This is where the engagement starts

You are here

Grantmaking Core Features

After this

Stakeholder Relationships in Nonprofit Cloud

Every module ends the same way

Your team drives, and the documentation is yours to keep.

Talk through a plan →