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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
- NPSP Extension Package https://goo.gl/W4pLhS
- 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.
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"
- Connect With Other Users You can connect with fellow users of OutBound Funs in the Salesforce.org Power of Us HUB
- Give us feedback!
- Walkthrough Video
- Install Outbound Funds
- Upgrade to the Latest Version
- Salesforce.org Open Source Commons
- Power of Us Hub Collaboration Group
- Outbound Funds Entity Relationship Diagram - Coming Soon!
- Outbound Funds Data Dictionary
- Disbursements
- Funding Program
- Funding Request Object
- Funding Request Roles
- Requirements Object
- Approval Processes
- Other Suggested Automation
- Quick Actions for Funding Requests
- Kanban for Funding Requests
- Path for Funding Requests
- Manage Expenditures
- Validation Rules
- Outbound Funds Report Workbook - Coming Soon!