Outbound Funds Core Package

What is the Outbound Funds Core Package?

The brainchild of the Chicago NPSP Sprint in 2017, the Outbound Funds (Core) managed package has been designed to be a solid, expandable foundation for managing Outbound Grants, Scholarships, internal programmatic funding requests… the possibilities are endless! This feature was first released as an unmanaged package late in 2017 and provided to the community for feedback. After extensive testing by a variety of organizations, it was determined that the new package be rebuilt as three separate packages:

• Core Package - The most fundamental objects and features needed to track Outbound Funds.
• NPSP Extension - An extension package to connect Funding Request Disbursements to General Accounting Units (GAUs).
• EDA Advancement Extension - This package is anxiously awaiting some news on the roadmap of EDA. Stay tuned!

What do you get with Outbound Funds (Core)?

Outbound Funds (Core) has five custom objects that connect only to Standard Salesforce objects. With no dependence/connection to objects from the Nonprofit Success Pack (NPSP), this package can be used by any organization wishing to customize their Salesforce to manage Outbound Funds.

New Custom Objects

• Funding Program - Thematic or strategic programs at an organization that have money to give to those requesting funds from the organization.
• Funding Request - Applications for funding. These can be for outside organizations or internal requests for funding. It can be linked to an Account, Contact, or User as the applicant.
• Funding Request Role - Tracks related Contacts on Funding Requests.
• Requirements - Deliverables from the applicant or grantee or to the awardee from the organization.
• Disbursement - Payments you have made or plan to make to your awardee.

Reports

• Awarded Requests Sorted by Program Codes
• Funding Requests by Program & Status
• Awarded Requests by Year by Program
• Requests with Open Disbursements
• Parent Funding Program Analytics
• Funding Program Analytics
• Requests with Upcoming Requirement

Installing Outbound Funds (Core)

1. Click on the installation link: https://install.salesforce.org/products/outbound-funds.
2. Log into Salesforce to install in either Production or a Sandbox (top right).
3. Click Allow on the following screen to allow the installer to make changes to your Salesforce environment.
4. Click the "View Plan: Install" button to validate which packages are eligible to install (i.e. if you have NPSP you will be allowed to install this package at the same time as part of the installer).
5. Click the "Start Pre-Install Validation" button to make sure the eligible packages are compatible with your org.
6. Once Pre-Install is complete, you can choose to install the Outbound Funds Core package (and if eligible, the NPSP extension package). Press Install to install the selected package(s).
7. The package will install and be confirmed on your screen; an email will also be sent upon completion of install.
8. If there is any errors during installation, the installer will provide popup window with the error and a link for others to review the error message, please share this link on the Power Of Us Hub group for assistance. Also if upgrading from a previous version, see the upgrade documentation if you are using v1.13 or prior.

Post Install Instructions

1. Review all package objects.
2. Ask the following questions:
   1. Does this object track all of the information that our organization needs to be successful?
   2. Are the picklist values relevant for our organization?
      1. Funding Programs
         1. Status
      2. Funding Requests
         1. Status
         2. Geographical Area Served
         3. Population Served
      3. Requirements
         1. Status
         2. Type
      4. Disbursements
         1. Status
         2. Type
         3. Disbursement Method
   3. Are the page layouts intuitive for our use of these objects? As an example - if your organization doesn’t track Internal Requests for Funding, take the Applying Employee field off of the Funding Request page layout.

NOTE: For help on learning how to change picklists and page layouts - review the following references

• Go to Setup > Objects and click on Edit on object to update
• Salesforce Help Article on Updating Picklists
• Salesforce Help Article on Page Layouts

Basic Usage

Create Funding Programs

• Funding Requests must be connected to a Funding Program. The Funding Programs you create can have a hierarchy - with top level Funding Programs that can have one or more child programs under it.
• For example, you may have an Education program as a parent Funding Program with a 2020 Education Grant Application as a child Funding Program.

Record Funding Requests

• Record Requests/Applications for your Funding Programs as Funding Requests.
• Enter Requirements of documents, reviews, or actions needed to take the request through its full lifecycle.
• Create outgoing payment records using Disbursements.

Watch a Video Tutorial on Funding Programs and Funding Requests

NPSP Videography - Outbound Funds How-To Series: Create a Funding Program and Funding Request