Outbound Funds Module/Grants Management 

Consultant Fundamentals

Please Note: In order to access many of the links on this page, you must be an active Salesforce.org Network Partner, and an approved member of the SFDO Consulting Partner Central (Private) Chatter group on the Power of Us Hub. Learn more about becoming a Salesforce.org Consulting Network Partner, which includes access to the Power of Us Hub. Contact sfdopartners@salesforce.com with questions.

Outbound Funds Module (OFM) helps organizations manage and track funding requests and outgoing funds, such as grants and scholarships. It’s designed to be a flexible, lightweight solution to meet various needs across multiple industries.

Grants Management helps foundations quickly create and launch a grants management solution that tracks, manages, and delivers funding programs to deserving individuals and organizations. It also includes the Grantee Portal Community template, providing your grantseekers and grantees a place to apply for funding, share outcomes, and engage with you as a funder. Grants Management leverages the Outbound Funds Module data model.

Below, if an asset is listed but there is no link, it means that this resource is currently under development. Check back on this page for updates as new links become available.

Getting Started as a OFM/Grants Management Consultant 

Outbound Funds Module Public Chatter group (Power of Us Hub login required)

Outbound Funds Module Overview

Using Outbound Funds Module

Grants Management Public Group (Power of Us Hub login required)

Grants Management Implementation Partner Group (Power of Us Hub login required)

Grants Management Overview

Outbound Funds Module and Grants Management

Implement OFM/Grants Management

Outbound Funds Module Product Documentation

Outbound Funds Module Entity Relationship Diagram

Outbound Funds Module Data Dictionary

Install Outbound Funds Module

New! Outbound Funds Module Releases (login required)

Grants Management Product Documentation

Grants Management Entity Relationship Diagram

Outbound Funds Module/Grants Management Technical FAQ

Install Grants Management

New! Partner Access Instructions (Power of Us Login Required)

New! Grants Management Releases

Grants Management for Public Sector (Work.com)

If you are a Salesforce.com partner looking for information related to Grants Management for public sector you can find resources specific to that audience as follows:

Grants Management Experts group

Grants Management - Product Overview (Recording/Deck)

Grants Management - Product Demo & Data Model Overview (Recording/Deck)

Grants Management - Pricing & Packaging (Recording/Deck)

Partner Enablement Resources (Recording/Deck)

Work.com Partner Pocket Guide for Grants Management