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Outbound Funds Module
by Salesforce.orgSalesforceFree
Manage grant programs, funding requests, disbursements, and stakeholder relationships in Salesforce Platform.
PRICINGFree
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Outbound Funds Module provides an open-source grantmaking product for Salesforce Platform. It links funding programs with grants and tracks requests, stages, disbursed funds, and remaining balances through the grant lifecycle. It supports payment scheduling, including payment counts, timelines, grantee requirements, upcoming disbursements, and commitments. Relationship records can cover applicants, grantees, board members, collaborators, reviewers, and media. Salesforce.org supports managed-package installations, not unmanaged installations.
Key capabilities
from the Salesforce AppExchange listingGrant program tracking
Links funding programs and grants while recording requests, stages, disbursed funds, and remaining balances.
Disbursement scheduling
Records payment counts, payment timelines, grantee requirements, upcoming disbursements, and commitments.
Relationship management
Manages relationships with applicants, grantees, board members, collaborators, reviewers, media, and other stakeholders.
Who it's for
Nonprofits, grantmakers, partners, and staff involved in grantmaking.
In the catalog
210 plugins in Salesforce Platform · Finance
Price distribution: 57 free, 33 freemium, 120 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«With Outbound Funds Module, you gain a flexible, community-driven grantmaking solution that is built off of the world’s #1 CRM and evolves with you as your funding programs grow. Outbound Funds Module serves as the foundational layer for Salesforce.org’s grantmaking product innovation. In an incredible show of sector …»