# Grantmaking enablement, sites and data sharing

*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/grantmaking-enablement-sites-and-data-sharing*

How Grantmaking is turned on and why the switch is permanent, how applications are configured on Individual Application or Application Form, how the Grantmaking Experience Cloud site is built and who gets in, which permissions site users need, and what Compliant Data Sharing adds.

- 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

- Turn on Grantmaking in Agentforce Nonprofit (formerly Nonprofit Cloud) with the right permission, and advise when not to turn it on.
- Configure application tracking: the Application RecordType Config for Individual Application, and the Application Form direction.
- Set up the Grantmaking Experience Cloud site, decide how users get accounts, and give site users the permissions the application flow needs.
- Choose site features for applicant questions and FAQs, and use Compliant Data Sharing for private opportunities and collaborators.
- Key terms: **Grantmaking** (the integrated solution for funders, distinct from the Grants Management managed package); **Individual Application** (the legacy application object); **Application Form** (the application standard since Spring '26, after the exam baseline); **Grantmaking for Experience Cloud** (the permission set that opens Grantmaking records to site users); **Compliant Data Sharing** (record-level sharing that admins and grant managers control without code).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Turn on Grantmaking | Grantmaking Manager; Setup, Grantmaking Settings | [Turn On Grantmaking](https://help.salesforce.com/s/articleView?id=ind.psc_enable_grantmaking_settings.htm&language=en_US&type=5) |
| Reversibility | Can't be disabled once on | [Turn On Grantmaking](https://help.salesforce.com/s/articleView?id=ind.psc_enable_grantmaking_settings.htm&language=en_US&type=5) |
| Grants Management | Not recommended in the same org | [Turn On Grantmaking](https://help.salesforce.com/s/articleView?id=ind.psc_enable_grantmaking_settings.htm&language=en_US&type=5) |
| Individual Application usage | Application RecordType Config with usage type Grantmaking, or errors | [Application Record Type](https://help.salesforce.com/s/articleView?id=ind.psc_config_appl_recd_type_grantmaking.htm&language=en_US&type=5) |
| Application Form release | Standard for applications 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) |
| Individual Application future | No future platform enhancements; adopt Application Form | [Application Record Type](https://help.salesforce.com/s/articleView?id=ind.psc_config_appl_recd_type_grantmaking.htm&language=en_US&type=5) |
| Template prerequisites | Experience Cloud enabled and configured; Chatter enabled | [Grantmaking Site](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_grantmaking_site.htm&language=en_US&type=5) |
| Draft applications | Stored in preliminary application reference records | [Collect and Process Applications](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/collect-and-process-individual-applications) |
| Application flow on the site | Grantmaking for Experience Cloud, Run Flows, action plan Read/Create/Edit | [Launch an Application](https://help.salesforce.com/s/articleView?id=ind.grmk_a_flow_that_launches_grant_application.htm&language=en_US&type=5) |
| Private opportunities | Compliant Data Sharing adds specific applicants | [Compliant Data Sharing](https://help.salesforce.com/s/articleView?id=ind.grmk_configure_compliant_data_sharing.htm&language=en_US&type=5) |

## Check yourself

- Which system permissions does an admin need to set up the Experience Cloud site itself?
- Which Setup page does Public Sector Solutions use to assign application usage, and why isn't it the Agentforce Nonprofit step?
- Why would a grantmaker relate a case to an individual application?
- What does Help say to turn on right after Grantmaking?
- Why does Trailhead tie site edit rights to least privilege?

## Sources

- [Turn On Grantmaking](https://help.salesforce.com/s/articleView?id=ind.psc_enable_grantmaking_settings.htm&language=en_US&type=5)
- [Configure an Application Record Type for Grantmaking](https://help.salesforce.com/s/articleView?id=ind.psc_config_appl_recd_type_grantmaking.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)
- [Set Up a Grantmaking Experience Cloud Site](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_grantmaking_site.htm&language=en_US&type=5)
- [Manage Grant Applications and Use Flow to Launch an Application](https://help.salesforce.com/s/articleView?id=ind.grmk_a_flow_that_launches_grant_application.htm&language=en_US&type=5)
- [Securely Share Grantmaking Records Using Compliant Data Sharing](https://help.salesforce.com/s/articleView?id=ind.grmk_configure_compliant_data_sharing.htm&language=en_US&type=5)
- [What's Included with Grantmaking](https://help.salesforce.com/s/articleView?id=sf.grmk_whats_included_with_grantmaking.htm&language=en_US&type=5)
- [Make Decisions About Your Grantmaking Site (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/grantmaking-site-template-for-experience-cloud/make-decisions-about-your-grantmaking-site)
- [Collect and Process Individual Applications (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/collect-and-process-individual-applications)
- [Create Funding Opportunities (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/create-funding-opportunities)
- [Understand the Grantmaking Lifecycle (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/the-grantmaking-lifecycle-in-salesforce/understand-the-grantmaking-lifecycle)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 10 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams