Module: Grants Management Tools and Processes -Trailhead Salesforce

In this tutorial, we are going to cover the Module called “Grants Management Tools and Processes“. In this lecture, you are going to use Grants Management to collect and review funding requests collaboratively. Solve the quiz on Trailhead.

#1. Manage Funding Programs and Funding Requests

Solve these tests and get 100 points

Qn1) How can Grants Management users create a hierarchy of funding programs to see trends in overarching initiatives and related smaller efforts?

  • I)Use a Kanban view of requests.
  • II)Calculate disbursements at regular intervals.
  • III)Assign parent funding programs on funding program records.
  • IV)Use the portal.

Answer: III)Assign parent funding programs on funding program records.

Qn2) What do funding request roles record?

  • I)A full roster of a grant-seeking organization’s staff
  • II)Key players related to the request at the grant-seeking or grantmaking organization
  • III)Your organization’s structure and approval chain
  • IV)Leading actors cast for plays produced by performing arts grantees

Answer: II)Key players related to the request at the grant-seeking or grantmaking organization

Check the Quiz to Earn 100 out of 100 Points

The second attempt earns 50 points. Three or more earn 25 points.

#2. Conduct Due Diligence and Collect Reviews

Solve these tests and get 100 points

Qn1) How do action plans help you conduct due diligence on grant-seekers?

  • I)Action plans contact, local regulators, to ask for guidance.
  • II)Action plans create tasks and document checklist items from a template to standardize your process.
  • III)Action plans perform full background checks of grant-seekers.
  • IV)Action plans recruit independent third-party verification teams.

Answer: II)Action plans create tasks and document checklist items from a template to standardize your process.

Qn2) True or false: You can customize the review workspace to give reviewers just the information they need.

  • I)True
  • II)False

Answer: I)True

Check the Quiz to Earn 100 out of 100 Points

The second attempt earns 50 points. Three or more earn 25 points.

#3. Manage Requirements and Disburse Funds

Solve these tests and get 100 points

Qn1) What do requirement records track?

  • I)Information a grantmaker needs from a grantseeker
  • II)Disbursement schedules
  • III)Necessary actions for grantees to complete before a disbursement
  • IV)A and B
  • V)A and C

Answer: V)A and C

Qn2) True or False: Disbursements can be tied directly to requirement records, creating an internal compliance check for your team.

  • I)True
  • II)False

Answer: I)True

Check the Quiz to Earn 100 out of 100 Points

The second attempt earns 50 points. Three or more earn 25 points.

#4. Navigate the Portal

Solve these tests and get 100 points

Qn1) On which page in the portal can grant-seekers find a list of their submitted funding requests?

  • I)My Funding Programs
  • II)My Applications
  • III)My Reviews
  • IV)My Disbursements

Answer: II)My Applications

Qn2) True or false: You can only invite grant-seekers who are registered portal users to apply for a grant.

  • I)True
  • II)False

Answer: II)False

Check the Quiz to Earn 100 out of 100 Points

The second attempt earns 50 points. Three or more earn 25 points.

#5. Collaborate with Grantseekers

Solve these tests and get 100 points

Qn1) Which box do you check on a requirement record if you would like applicants to upload files through the grantee portal?

  • I)Files Requested?
  • II)Is Add Files Visible?
  • III)Show Me the Files?
  • IV)Allow File Upload?

Answer: II)Is Add Files Visible?

Qn2) True or False: Your Salesforce admin can use Salesforce Flow to help you automate messages sent to applicants at certain stages.

  • I)True
  • II)False

Answer: I)True

Check the Quiz to Earn 100 out of 100 Points

The second attempt earns 50 points. Three or more earn 25 points

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Pramod Kumar Yadav is from Janakpur Dham, Nepal. He was born on December 23, 1994, and has one elder brother and two elder sisters. He completed his education at various schools and colleges in Nepal and completed a degree in Computer Science Engineering from MITS in Andhra Pradesh, India. Pramod has worked as the owner of RC Educational Foundation Pvt Ltd, a teacher, and an Educational Consultant, and is currently working as an Engineer and Digital Marketer.




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