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Hello! Use the included documentation to learn how to setup, use and customize Outbound Funds.

Outbound Funds Overview The Outbound Funds (Core) managed package (and the NPSP Extension) has been designed to be a solid, expandable foundation for managing outbound grants, scholarships, internal programmatic funding requests… the possible use cases are truly endless!

• Core Package Basics

Important note about Funding Requests as of July 2019: If you were an early adopter of the Outbound Funds package, the Funding Request object had a master-detail relationship with Funding Program when you installed it. However, various members of the community requested that this relationship be changed to a lookup to provide more flexibility. This change was made generally available with package version 1.15 as of 7/11/2019. To learn about installing or updating to version 1.15, see the Funding Request Object documentation.

• NPSP Extension Package Basics
• Use Cases
• Requirements Object
• Funding Request Object

Configuration

• Quick Actions for Funding Requests
• Kanban for Funding Requests
• Path for Funding Requests
• Approval Processes
• Validation Rules
• Other Suggested Automation

Beyond the Package These sections are a collection of additional, optional configuration suggestions and may include some paid products. This not an exhaustive list of all products that could be used; additional options can be reviewed on the Salesforce Appexchange. Products listed here are not endorsements and should be evaluated by your organization before use.

• Applications
• Portal
• Connecting to EDA

Report an issue or request a new feature

Please log those as new issues here on GitHub. Use the following tags to properly classify your issue Issue or bug = "bug" Feature Requests = "enhancement"

ADDITIONAL LINKS

• Connect With Other Users You can connect with fellow users of Outbound Funds in the Salesforce.org Power of Us HUB
  • Community Project - Outbound Funds
• Give us feedback!
  • Grants Management Survey
  • Community Impact Survey
• Walkthrough Video