# Grant applications, reviews and funding awards

*Agentforce Nonprofit Consultant Study Guide · Agentforce Nonprofit Feature Configuration · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/agentforce-nonprofit-feature-configuration/grant-applications-reviews-and-funding-awards*

How the Grantmaking objects carry a grant from application to award, how the form framework and prepackaged flows build and launch applications, how review workspaces, batch assignment and sharing flows support reviewers, and how funding awards, amendments, requirements, disbursements, progress reports and indicator results are configured.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Agentforce Nonprofit Feature Configuration
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Configure Grantmaking, including Grantmaking Sites and features that support the Grantmaking lifecycle.

## What the exam expects

- Trace a grant through the Agentforce Nonprofit for Grantmaking (formerly Nonprofit Cloud for Grantmaking) objects, from the administrative-phase setup order to the post-award phase.
- Build a multi-section application with the form framework, customise a prepackaged Grantmaking flow, and launch it from a funding opportunity on the site.
- Configure review workspaces, batch review assignment and record sharing for reviewers.
- Record funding awards with the right fields, and model amendments, disbursements and the requirements that gate them, including automation on approval.
- Set up progress reports and indicator results so grantees report back, and make Outcome Management records reportable by Grantmaking object.
- Key terms: **funding award** (the single source of truth for an awarded grant); **funding award requirement** (anything the grantee owes, such as a report); **funding disbursement** (one planned payment); **funding award amendment** (a change to an award's terms); **application stage definition** (the record that bundles one form section).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Administrative order | Program, then budget, then funding opportunity | [Grantmaking Lifecycle](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/understand-the-grantmaking-lifecycle) |
| Application Form release | Standard since Spring '26 (release 260), after the Winter '25 baseline | [Spring '26 release note](https://help.salesforce.com/s/articleView?id=release-notes.rn_grantmaking_future_proof_your_application_process.htm&release=260&type=5) |
| Legacy objects | Individual Application and Application Review get no future enhancements | [Automate Application Tasks](https://help.salesforce.com/s/articleView?id=ind.grmk_automate_funding_application.htm&language=en_US&type=5) |
| Customising prepackaged flows | Clone, change, activate, add a quick action | [Automate Application Tasks](https://help.salesforce.com/s/articleView?id=ind.grmk_automate_funding_application.htm&language=en_US&type=5) |
| Launching the apply flow | Flow action on Funding Opportunity in Experience Cloud | [Launch an Application](https://help.salesforce.com/s/articleView?id=ind.grmk_a_flow_that_launches_grant_application.htm&language=en_US&type=5) |
| Review page components | Form Review for the application; Form Section for the reviewer form | [Reviews Setup](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_reviews_batch_assign_reviews_share_applications.htm&language=en_US&type=5) |
| Batch Assign Reviews | Quick action on the Individual Application page | [Reviews Setup](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_reviews_batch_assign_reviews_share_applications.htm&language=en_US&type=5) |
| Award changes | Funding Award Amendment; grantees can submit on the site | [Manage Funding Awards](https://help.salesforce.com/s/articleView?id=ind.grmk_manage_funding_awards_with_grantmaking.htm&language=en_US&type=5) |
| Awardee vs Contact | Recipient account vs primary contact | [Awards and Disbursements](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/manage-funding-awards-and-disbursements) |
| Gated payment | Requirement's Funding Disbursement field | [Awards and Disbursements](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/manage-funding-awards-and-disbursements) |
| Progress reports | Stage definition on the Funding Award Requirement | [Progress Reports](https://help.salesforce.com/s/articleView?id=ind.grmk_manage_recipient_progress_reports.htm&language=en_US&type=5) |
| Multiple indicator results | Create Indicator Results on Funding Award in Experience Cloud | [Grants and Outcome Management](https://help.salesforce.com/s/articleView?id=ind.grmk_define_measure_grants_with_outcome_management.htm&language=en_US&type=5) |

## Check yourself

- Which two versions of each section form does the form framework need?
- When in the sharing steps does Stage Management come?
- Why does Help recommend a local action at the end of the apply flow?
- Which prepackaged Grantmaking flow shows a record to an approver and lets them approve or reject it with comments?

## Sources

- [Understand the Grantmaking Lifecycle (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/understand-the-grantmaking-lifecycle)
- [Collect and Process Individual Applications (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/collect-and-process-individual-applications)
- [Manage Funding Awards and Disbursements (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/manage-funding-awards-and-disbursements)
- [Manage Grant Applications and Use Flow to Launch an Application for a Grantseeker](https://help.salesforce.com/s/articleView?id=ind.grmk_a_flow_that_launches_grant_application.htm&language=en_US&type=5)
- [Automate Funding Application Tasks](https://help.salesforce.com/s/articleView?id=ind.grmk_automate_funding_application.htm&language=en_US&type=5)
- [Set Up Grant Application Reviews, Assign a Group of Reviews, and Share Application Records](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_reviews_batch_assign_reviews_share_applications.htm&language=en_US&type=5)
- [Manage Funding Awards with Grantmaking](https://help.salesforce.com/s/articleView?id=ind.grmk_manage_funding_awards_with_grantmaking.htm&language=en_US&type=5)
- [Use Automation for Grantmaking](https://help.salesforce.com/s/articleView?id=ind.grmk_use_automation_for_grantmaking.htm&language=en_US&type=5)
- [Manage Grant Recipient Progress Reports](https://help.salesforce.com/s/articleView?id=ind.grmk_manage_recipient_progress_reports.htm&language=en_US&type=5)
- [Define and Measure the Impact of Grants with Outcome Management](https://help.salesforce.com/s/articleView?id=ind.grmk_define_measure_grants_with_outcome_management.htm&language=en_US&type=5)
- [Future-Proof Your Application Process with the Application Form Object (Spring '26 release notes)](https://help.salesforce.com/s/articleView?id=release-notes.rn_grantmaking_future_proof_your_application_process.htm&release=260&type=5)
- [Nonprofit Cloud release notes (Winter '25)](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=252&type=5)
- [Salesforce for Nonprofits release notes (Summer '25)](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=256&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams