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
