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Manage Grantmaking with Nonprofit Cloud

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Free Online Course: Manage Grantmaking with Nonprofit Cloud provided by Trailhead is a comprehensive online course, which lasts for 1-2 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
1-2 hours worth of material
Self Paced
Overview

  • Bring together grantees, funds, and processes in a single place for a better experience.

    • Track grants and other nonprofit disbursements with this free, open-source app.
    • Manage the lifecycle of grants and drive impact.

Syllabus

    • Outbound Funds Module (OFM): Quick Look
      • Explore the Benefits of Outbound Funds Module
    • Grants Management with Salesforce
      • Manage Grantmaking with Salesforce
      • Manage Funding Programs and Funding Requests
      • Conduct Due Diligence, Manage Requirements, and Disburse Funds
      • Navigate the Grantee Portal
      • Collaborate with Grantseekers

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