When prospecting new grant opportunities, our Foundations team identifies potential grants to apply for using resources like Candid's directory and other trusted sources. Once a promising grant is identified, an account is created in Salesforce, and the Grant making Information is updated with the necessary details to begin the grant writing process.
This article describes how to update a foundation's Grant making Information in Salesforce, ensuring all required information is recorded accurately and efficiently.
From the Foundation's Account in Salesforce
1. Scroll down to the Grantmaking Information section.
2. Click the pencil by Funding Focus.
3. Select the Funding Focus.
4. Enter the Foundation's Total Assets.
5. Enter the Grant Due Date.
6. Enter the foundation's Application Process.
7. Enter any additional Grant Comments.
8. If the Foundation has indicated they will not accept unsolicited funding requests. check No Unsolicited Funding Requests.
9. Update the Foundation Total Giving.
10. Click Save.
