To track grants, scholarships, and training programs in Salesforce for a nonprofit, you should use a combination of the Program Management Module (PMM), Outbound Funds Module (OFM), and Education Data Architecture (EDA). Here's how to set it up:
* Track Grants with PMM:
* Use the Program Management Module to manage the grants your nonprofit receives.
* Create Program records for each grant and link them to the related donor accounts.
* Track details such as grant amount, application status, and reporting requirements using custom fields or standard fields in PMM.
* Track Scholarships with OFM:
* Install and configure the Outbound Funds Module to manage scholarships.
* Create Funding Programs for different types of scholarships.
* Use the Funding Requests object to track individual scholarship applications and awards, linking them to the recipients (Contacts).
* Track Training Programs with EDA:
* Implement the Education Data Architecture to manage training programs.
* Create Program records for each training program.
* Use the Course Connections object to link participants (Contacts) to the training programs and track their progress.
* Integrate and Report:
* Use Salesforce's reporting tools to create integrated reports across these modules.
* For example, you can create a report that shows the total grants received, scholarships awarded, and participants enrolled in training programs.
Salesforce Program Management Module Documentation: PMM Documentation.
Salesforce Outbound Funds Module Documentation: OFM Documentation.
Salesforce Education Data Architecture Documentation: EDA Documentation.