Agentforce Nonprofit Feature Configuration35% of the exam
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.
Configure Grantmaking, including Grantmaking Sites and features that support the Grantmaking lifecycle.
~8 min read · 10 practice questions ·
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
Turn on Grantmaking
- Detail
- Grantmaking Manager; Setup, Grantmaking Settings
Reversibility
- Detail
- Can't be disabled once on
Grants Management
- Detail
- Not recommended in the same org
Individual Application usage
- Detail
- Application RecordType Config with usage type Grantmaking, or errors
Application Form release
- Detail
- Standard for applications since Spring '26 (release 260), after the Winter '25 baseline
Individual Application future
- Detail
- No future platform enhancements; adopt Application Form
Template prerequisites
- Detail
- Experience Cloud enabled and configured; Chatter enabled
Draft applications
- Detail
- Stored in preliminary application reference records
Application flow on the site
- Detail
- Grantmaking for Experience Cloud, Run Flows, action plan Read/Create/Edit
Private opportunities
- Detail
- Compliant Data Sharing adds specific applicants
Sources for this section (7)
- Turn On Grantmakinghelp.salesforce.com (opens in a new tab)
- Application Record Typehelp.salesforce.com (opens in a new tab)
- Spring '26 release notehelp.salesforce.com (opens in a new tab)
- Grantmaking Sitehelp.salesforce.com (opens in a new tab)
- Collect and Process Applicationstrailhead.salesforce.com (opens in a new tab)
- Launch an Applicationhelp.salesforce.com (opens in a new tab)
- Compliant Data Sharinghelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Nonprofit Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Agentforce Nonprofit Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (10 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Choose guide-only, practice-only, or save $4 with both